Chris Dunn

My name is Chris Dunn. We’ve been with J Edward Sellars for around five or six years, and Joe is my adviser.

When we first started, I had a lump sum from a pension that I didn’t know anything about, so I was quite fortunate to have that. At that particular time, I just wanted it to be invested and looked after.

We had a previous adviser here in Midsomer Norton, and they then diversified to do other business, and they recommended using J Edward Sellars.

They were very easy to work with. It’s going to sound a bit corny, but they spoke my language. It wasn’t particularly technical; I’m not a financial man, and it was just easy to understand. Although it’s a very complicated business, it was very easy for me to understand and to know the risks and the rewards.

When we first started with J Edward Sellars, I had no particular aim in life apart from looking after money. However, during the time we’ve been with Joe and Sellars, we have had the opportunity to buy our house. With the investments Joe made, we were able to put a lump sum down on the house and pay the mortgage, which, in the end, enabled us to buy our house outright.

I definitely feel more comfortable with where things are going and the fact that, yes, investments may go down in the short term, but in the long term, my money is safe, and I’m going to get a reasonable return from it.

I would describe Joe as confident, professional, and friendly.

I know that someone is looking after my money who I can trust.

Working with Joe and J Edward Sellars, they’ve always been telling me not to panic and just to worry about the future rather than short-term issues.

I would recommend Sellars. They have always treated me as a person and with respect. They haven’t looked down on me at any point, and all the advice they’ve given me has always been correct. I can’t say anything more than that, really.