J Edward Sellars & Partners Ltd

Restricted - Whole of Market  J Edward Sellars, Clevedon, Somerset, BS21 7NZ
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020
Meet our advisers
Thomas Harvey
Head of Investments
About us

Since 1975, J Edward Sellars has provided financial planning and investment advice 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 our advisors.
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 advisors 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

● Regular review ensures as your situation changes, our advice changes to suit
● Personalised pension and retirement planning
● Advice in clear, understandable language
● The ability to view your account online
● Holistic financial planning ensuring the best outcome for you.
● On-going and personalised Investment Management advice.

Where to find us
Head office address: J Edward Sellars, The Drive House, Manor Farm, Kennmoor Road, CLEVEDON, BS21 6TZ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020

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