Nearing retirement

 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Amanda Hollier 
 
28 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Jacob has been a great help to me especially when he is just a call or email away when i need him.  He puts your mind at rest.
  
 
 
 
 
 
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 barry feltham 
 
95 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
i have been dealing with tom harvey of j edward sellars for my pensions investestments.tom is very easy and relaxed too deal with. i think i have had excellent advice and my interest growth has been better than expected.all round pleasant experience.i would highly recomend tom harvey.
  
 
 
 
 
 
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 Jim Searle 
 
128 days ago
 
 
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Very easy process and professional communication
  
 
 
 
 
 
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 Richard J 
 
145 days ago
 
 
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Understanding pensions and long-term retirement planning can feel overwhelming, particularly with the range of options available on the market. If you need expert  advice to help plan your retirement and choose the most suitable product to meet your requirements speak to Joe Chillingworth at J Edward Sellars.
Joe is a very professional and friendly financial adviser and has been extremely helpful in assisting me with the consolidation of my pensions. Thank you Joe!
  
 
 
 
 
 
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 Lee Weston 
 
179 days ago
 
 
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Joe has been a great help in his advise and guidance in helping me (self employed in my thirties) set up a pension. I was very aware I wanted to plan for my future and retirement with setting up a pension but after lots of research needed additional advise. Joe has been really clear on the various options for me as a self employed person and clarify some of the questions I had from my own research which led me to finding the right option that fitted circumstance. He's been really approachable, with great insight and professional.
  
 
 
 
 
 
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 Steve Chinn 
 
187 days ago
 
 
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Always pro-active, reliable, accessible, enabling, positive and helpful
  
 
 
 
 
 
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 Jane Winsbrow 
 
188 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
From our very first conversation. Tom took the time to really understand my goals and explain my options in a clear, jargon-free way. His advice was tailored to my situation, and I felt confident every step of the process.
What stood out most was their professionalism combined with a genuinely friendly approach — I never felt rushed or pressured, and all my questions were answered with patience and clarity. Thanks to their guidance, I now have a clear financial plan and peace of mind about my future.
  
 
 
 
 
 
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 Philip Lewis 
 
224 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Tom Harvey from J Edward Sellars has been incredibly helpful and thorough over the years helping us manage our trust account. I would  definitely recommend his services
  
 
 
 
 
 
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 Judith A O'Shea 
 
236 days ago
 
 
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Always helpful without being pushy or overbearing
  
 
 
 
 
 
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 Jenny Rowland 
 
242 days ago
 
 
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It is always a pleasure to talk to Jo. He is always willing to discuss any queries I may have and I trust him to look after my humble portfolio.

Jenny Rowland
  
 
 
 
 
 
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 Ann Farrow 
 
258 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Couldn't recommend more highly - very helpful for somebody who isn't great with figures and Jacob takes the time to explain in a way that I will. My investments are doing better than anticipated so all together very pleased! Would definitely recommend.
  
 
 
 
 
 
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 Rachel Smith 
 
313 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Joe helped me through the baffling world of pensions. Absolutely star and would highly recommend using J Edward Sellars 👌
  
 
 
 
 
 
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 anne jones 
 
345 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Very professional yet completely understanding of clients' needs, especially those with very little or no financial background, and with only basic experience of finance.  Would highly recommend.
  
 
 
 
 
 
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 spike 1968 
 
379 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I needed financial help in preparing for retirement during lockdown. I put out a request on line for help and was contacted by JEdward Sellars. They allocated Joe chillingworth to me who has been absolutely superb. I am briefed annually on my pension and asked for any changes to plans that might be due to circumstances or health . Joe has given help and advice where I needed it and has always been on hand for any ad-hoc quesions. I cannot fault the comapny, they have been extrmely helpful and I would have no hesitation in recommending them.
  
 
 
 
 
 
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 sian williams 
 
404 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I’d never worked with a financial advisor before, so I was a bit nervous. But after my initial phone call with Thomas, I felt instantly at ease. He took the time to understand what I wanted to achieve with my inheritance.

Thomas then visited my home to go through everything in detail, followed by an online meeting where we explored my options. He explained each step clearly, ensured I felt informed, and never once pressured me into making a decision. I now feel far more confident about my financial future and know I have someone I can rely on. I feel supported every step of the way, and with yearly reviews planned, I’m reassured that we’ll stay on track together."
  
 
 
 
 
 
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 Ryan Ireland 
 
418 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Tom and the team have been helping me with my finances for last few years now and they have been very easy to work with. Very clear and transparent advice with great results.
  
 
 
 
 
 
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 Sheila O'Brien 
 
488 days ago
 
 
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This team are fantastic listeners ! We have dealt personally with both Tom and Jacob  - they are equally patient with our many questions and very knowledgeable about not only our meagre finances but also the wider impact of UK and world events. Always a pleasure - thank you.
  
 
 
 
 
 
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 Rod Bishop 
 
488 days ago
 
 
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We have been with you since 2018 and our investments have kept their head above water through Covid and the Truss financial problem. Cannot leave a review about Tom Harvey as haven't yet meet him following the departure of Andrew Hooper.Our first meeting with Tom is on the 16th June.
Rod & Diane
Bishop
  
 
 
 
 
 
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 les mears 
 
489 days ago
 
 
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I've been very pleased with the advice and guidance given by J Edward Sellers and Joe has been particularly helpful in his advice and help
  
 
 
 
 
 
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 Chris King 
 
503 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Excellent personal service if and when I need ongoing advise when circumstances change