Jon Purnell APFS. Harry Robinson Wealth Management Limited

04/11/2026

🏆 𝐄𝐯𝐞𝐫𝐲 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐲 𝐡𝐚𝐬 𝐢𝐭𝐬 𝐮𝐧𝐬𝐮𝐧𝐠 𝐡𝐞𝐫𝐨𝐞𝐬. 𝐃𝐨 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐬𝐨𝐦𝐞𝐨𝐧𝐞 𝐰𝐡𝐨 𝐝𝐞𝐬𝐞𝐫𝐯𝐞𝐬 𝐚 𝐭𝐡𝐚𝐧𝐤 𝐲𝐨𝐮?

👏 From dedicated volunteers to neighbours who always go the extra mile, there are so many people across Bridgend County Borough making a difference.

The Mayor Bridgend County Borough, Cllr Heidi Bennett, wants to recognise these individuals through the Mayor’s Citizenship Awards 2026.

🙌 If someone comes to mind, why not put their name forward and help give them the recognition they deserve?

📅 𝐍𝐨𝐦𝐢𝐧𝐚𝐭𝐢𝐨𝐧𝐬 𝐜𝐥𝐨𝐬𝐞 𝐨𝐧 𝐅𝐫𝐢𝐝𝐚𝐲 𝟐𝟎 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫.

👉 Find out more and nominate: https://tinyurl.com/3mzj2p4b

04/11/2026

US midterms - a decisive win for the Democrats. What now?

The US midterm results have reshaped the balance of power in Washington, with the Democrats taking control of both the House and the Senate. But what does a Democrat-controlled Congress mean for investors? The implications could be significant for President Trump's policy agenda. Yet while political...

30/09/2026

Financial bubbles - great stories but bad investments.

Financial markets have a habit of repeating themselves. Every so often, investors become excited about a new technology or industry sector. In response, prices will often rise rapidly, drawing in more buyers and pushing asset prices higher. These price increases may sometimes be justified. Yet, ther...

30/09/2026

The new retirement dilemma: preserve or spend your pension?

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning. From this d...

25/08/2026

My no obligation Chartered financial advice meetings are taking place this Friday at the Llangewydd Arms in Broadlands and on Zoom - meeting ID is 2129124800 and Password is b745e4 between 1:00pm - 2:00pm.
Any questions related to your Pensions (Workplace or Private), Investments, Protection or Savings plans please pop in or jump on the call and ask away.
Look forward to hearing from anyone.
Regards
Jon Purnell APFS 07885 194879 / [email protected]
Chartered Wealth Manager & Certified Financial Planner. Adviser at Harry Robinson Wealth Management. Partner Practice at St. James’s Place Wealth Management.
Harry Robinson Wealth Management Limited 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). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.

SJP approved 24/08/2026

14/07/2026

https://partnership.sjp.co.uk/article/detail/sjpp/weekwatch-13-07-2026.html

WeekWatch

25/06/2026

Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking. Meanwhile, those who are approaching retirement may feel concerned ab...

25/06/2026

https://www.sjp.co.uk/individuals/news/approaching-retirement-when-is-the-right-time-to-de-risk

Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking. Meanwhile, those who are approaching retirement may feel concerned ab...

19/06/2026

My no obligation Chartered financial advice meetings are taking place this Friday at the Llangewydd Arms in Broadlands and on Zoom - meeting ID is 2129124800 and Password is b745e4 between 1:00pm - 2:00pm.
Any questions related to your Pensions (Workplace or Private), Investments, Protection or Savings plans please pop in or jump on the call and ask away.
Look forward to hearing from anyone.
Regards
Jon Purnell APFS 07885 194879 / [email protected]
Chartered Wealth Manager & Certified Financial Planner. Adviser at Harry Robinson Wealth Management. Partner Practice at St. James’s Place Wealth Management.
Harry Robinson Wealth Management Limited 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).
SJP approved 20/05/2026