Jon Purnell APFS. Harry Robinson Wealth Management Limited

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

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

WeekWatch WeekWatch

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...

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

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...

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

Last week was a busy time for markets.

In the US, markets delivered further gains. The S&P 500 rose for the eighth consecutive week. By style, small-cap and value outperformed growth and large-cap.

WeekWatch - 26/05/2026 WeekWatch - 26/05/2026

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

Weekwatch.

WeekWatch - 18/05/2026 WeekWatch - 18/05/2026

WeekWatch - 11/05/2026

WeekWatch - 11/05/2026