An Associate Partner Practice of St. James's Place Wealth Management

jonpurnellwmlogo.jpg
jonpurnell.jpg

Jon Purnell

DipFA
Based in Bridgend, I provide wealth management advice to clients at every stage of their personal and business lives. I have now established many working relationships with individuals in the Medical, Dental and Veterinary sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.

About

I have over 24 years’ experience in the financial services industry and my expertise allows me to help those looking to build their wealth as well as helping protect what they have accumulated for their family and future generations. This can involve, but is not exclusive to, advice on sensible investment strategies, inheritance tax planning, retirement planning and protection.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.

I was a professional rugby union player with Bridgend and Aberavon for 10 years, and represented Wales Dragonhearts in amateur rugby league for a couple of years as a player and Coach for the highly successful Bridgend Blue Bulls Rugby League team.

Charity is also important to me and I regularly give and participate in endurance events such as the SAS Fan Dance events for my main choice of Y Bont School in Bridgend for children with disabilities and special needs, where my nephew Samuel, who has autism attends.
Jon Purnell

91 Bridgend Road, Aberkenfig, Bridgend, CF32 9BA

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

jonpurnell.jpg
Jon Purnell
Jon Purnell Wealth Management