Jon Purnell APFS. Harry Robinson Wealth Management Limited

08/04/2026

March in review.

Most key assets ended the period in negative territory
Fixed income outperformed shares as investor concerns pivoted from inflation to recession
In GBP, US shares led returns on a relative basis. The UK outperformed markets in Europe. Emerging markets and Japan delivered double digit declines.

WeekWatch - 07/04/2026

31/03/2026

Investors urged to use valuable allowances before tax year end.

WeekWatch - 30/03/2026

16/03/2026

WeekWatch - 16/03/2026

16/03/2026

The heightened volatility in financial markets over the past few weeks is a reminder that geopolitics and economic shocks are a regular occurrence in investing. Last year’s “Liberation Day” tariffs, 2022’s invasion of Ukraine and the start of the Covid pandemic in early 2020 are all recent examples of such events. A disciplined approach to diversification both across regions and asset classes can be one of the best ways to deal with short-term negative sentiment.

WeekWatch - 16/03/2026

13/03/2026

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.
The value of your investment can go down as well as up. You could get back less than you invested.
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 10/02/2026

11/03/2026

Emerging markets – the next generation…

Emerging markets – the next generation…

09/03/2026

Keep calm and carry on – geopolitical effects on markets prove temporary.

The recent attacks on the Iranian leadership and subsequent retaliatory actions across the Middle East have caused widespread geopolitical volatility. Unsurprisingly, they have also left many investors wondering what actions they should now be considering.

17/02/2026

Making Tax Digital on the horizon

Hundreds of thousands of landlords and sole traders have only weeks to prepare for massive changes to the tax system that will take effect on 6 April.

WeekWatch - 16/02/2026

17/02/2026

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 2:00pm - 3:00pm.
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.
The value of your investment can go down as well as up. You could get back less than you invested.
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 10/02/2026

12/02/2026

Starting in 20 minutes! I will look to put this on my live facebook feed as well for those unable to log in and register a place.

Is your money working as hard as you do? Good financial habits, like making the most of your annual tax reliefs and allowances help ensure your effort brings greater reward.

As we approach tax year-end, now is the perfect time to check in on your financial fitness.

Join us on Thursday 12 February 2026, 12:30–13:30, for our live webinar: ✨ Ready for Tax Year-End?

Hosted by Iain McLeod, with expert insights from: 🔹 Niki Patel – Tax and Trust Specialist 🔹 Claire Trott – Retirement & Holistic Planning Specialist

You’ll learn: ✔️ How to complete your year-end tax checklist with confidence ✔️ Tax-saving opportunities tailored to you ✔️ How to maximise reliefs and allowances ✔️ Key inheritance tax considerations ✔️ Practical steps to strengthen your financial wellbeing

Start building strong financial habits today, your future self will thank you.

Save your spot now: Register here https://sjp-co-uk.zoom.us/webinar/register/9717611376298/WN_2iWAG4LFSBSoxtfXwCZTnA #/registration

Taxation rules can change at any time and are dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 19/12/2025

05/02/2026

Only 1 week to go to register for our 'Ready for Tax Year End, webinar! Details below on how to register.

Is your money working as hard as you do? Good financial habits, like making the most of your annual tax reliefs and allowances help ensure your effort brings greater reward.

As we approach tax year-end, now is the perfect time to check in on your financial fitness.

Join us on Thursday 12 February 2026, 12:30–13:30, for our live webinar: ✨ Ready for Tax Year-End?

Hosted by Iain McLeod, with expert insights from: 🔹 Niki Patel – Tax and Trust Specialist 🔹 Claire Trott – Retirement & Holistic Planning Specialist

You’ll learn: ✔️ How to complete your year-end tax checklist with confidence ✔️ Tax-saving opportunities tailored to you ✔️ How to maximise reliefs and allowances ✔️ Key inheritance tax considerations ✔️ Practical steps to strengthen your financial wellbeing

Start building strong financial habits today, your future self will thank you.

Save your spot now: Register here https://sjp-co-uk.zoom.us/webinar/register/9717611376298/WN_2iWAG4LFSBSoxtfXwCZTnA #/registration

Taxation rules can change at any time and are dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 19/12/2025