J Edward Sellars & Partners Ltd

Financial Adviser (Restricted Whole of Market) J Edward Sellars & Partners Ltd, The Drive House, Manor Farm, Kennmoor Road, Somerset, Clevedon, BS21 6TZ
FCA verified
15th October 2018
We can advise you on
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
James Morris
Financial Adviser
adviser-person
Thomas Harvey
Head of Investments
Where to find us

J Edward Sellars & Partners Ltd, The Drive House, Manor Farm, Kennmoor Road, Somerset, Clevedon, BS21 6TZ

About us

Since 1975, J Edward Sellars has provided investment advice and management services to clients across Wales & the South West. We offer our clients the continuity of care and wealth of experience built over five decades. We believe in a traditional service which provides progressive performance, meaning you will receive consistent advice and support through clear communication with one of our Investment Managers.
We do not sell products, instead we offer a service and by consulting with each of our clients we take the time to explore your personal objectives and requirements, ensuring that we are working with you to achieve your financial goals.
Our investment managers are happy to chat with you wherever you may be. You can visit us at one of our offices or we can visit you at home.

Our services

● Full administration of your account
● We are transparent over any fees
● An end of year valuation pack outlining how your investments performed
● The ability to view your account online
● The facility to have income paid to you at intervals of your choice
● On-going and personalised Investment Management advice.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Please remember that the value of your investments can fall as well as rise and you may have less than what you initially started with.

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