Jon Purnell Wealth Management - Offering The Best Solutions To Manage Your Finances

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Other Services

4 years

Wales

Bridgend

Brackla Get directions →

CF31 2PQ - Room 37, Oaktree Surgery, Whitethorn Drive

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ID: 5152

Published 4 years ago by Jon Purnell Wealth Management

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In Other Services category

Room 37, Oaktree Surgery, Whitethorn Drive, CF31 2PQ Brackla, Bridgend, Wales

Get directions →

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Jon Purnell Wealth Management - Offering The Best Solutions To Manage Your Finances, Other Services in Brackla, Bridgend

Jon Purnell Wealth Management is adept at offering you top-notch services when you need personal or corporate financial advise. We use our expertise to understand your requirements and goals and develop the best fitting solution. Our primary focus is to treat our clients with care and discretion so we can give the best advice according to each specific situation.

Our Services

• Personal & Family Insurance Protection
• Retirement Planning
• Inheritance Tax (IHT) Planning
• Inter-generational Wealth Planning
• Personal Investments
• Banking & Mortgage Solutions

Founder Jon Purnell is about to complete three decades in the industry and has served individuals and businesses belonging to the medical, long-term care and estate planning sectors. We have more than 170 loyal clients and have made more than 13 million investments so far. Read more

Published on 23/06/2022

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Jon Purnell Wealth Management - Offering The Best Solutions To Manage Your Finances, Other Services in Brackla, Bridgend

Jon Purnell Wealth Management is adept at offering you top-notch services when you need personal or corporate financial advise. We use our expertise to understand your requirements and goals and develop the best fitting solution. Our primary focus is to treat our clients with care and discretion so we can give the best advice according to each specific situation.

Our Services

• Personal & Family Insurance Protection
• Retirement Planning
• Inheritance Tax (IHT) Planning
• Inter-generational Wealth Planning
• Personal Investments
• Banking & Mortgage Solutions

Founder Jon Purnell is about to complete three decades in the industry and has served individuals and businesses belonging to the medical, long-term care and estate planning sectors. We have more than 170 loyal clients and have made more than 13 million investments so far.