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.
