Why us?
We help you clearly see your personal financial future. By visually modelling your plans, we show you exactly how your money today supports the life you want tomorrow.
Unlike most advisers, we have true in-house investment expertise. Our investment committee meets regularly to review markets and portfolios, so we are always ready to give informed, up-to-date advice.
Our recommendations are shaped around you, not products, which is why 92% of clients agree that working with has helped them achieve their financial goals. As independent planners with access to a wide range of market solutions, we find what truly fits your goals and circumstances so we can deliver the right outcome for you.
From our base in Clevedon, we work with clients in Somerset and the neighbouring greater Bristol area. We are always happy to meet you wherever you feel most comfortable; in person, online, or at home. As one client put it, “I’d never worked with a financial advisor before, so I was a little nervous. But after my initial phone call, I felt instantly at ease.”
Your relationship with us is personal, and you will never be passed from person to person. From the moment we start working together, you will have a dedicated planner and support contact who understands your plans; 100% of our clients were satisfied with the speed of response from their adviser, and 97% were satisfied with our communications between meetings.
Your finances are important, but so are you. By visiting clients, staying in touch, and supporting them through life’s changes, our planners build real, lasting relationships with the people they help. 98% of clients were satisfied that we fully understood their needs and objectives.
With 50 years of service and success many of our planners have been with us, and their clients, for decades. We go beyond finances, building real relationships and offering support with everyday challenges, which is why 93% of our clients would recommend us to friends, family, or colleagues.
You can rely on us for financial advice for years to come. We have a team of younger planners, and have no plans of selling to a larger, faceless organisation. Instead, we have created a stable, established management team focused on organic growth and developing younger staff internally.
I feel well looked after by the team at J Edward Sellars. We’ve now got structure, clarity, and confidence about the years ahead.Deborah Van Toop
Working with J Edward Sellars makes me feel that my finances are safe and well looked after; I don't worry about them at all.Roy Staniforth
Advice you can trust
This is what our clients say
of clients believe that working with us has helped or will help them achieve their financial goals
who answered definitively said they would recommend us to their friends, family or colleagues
said they were satisfied with our communication during times of market volatility
Hear from the people we have helped
We treat our clients as people, not portfolios. We are just as excited about their futures as they are, and it shows.
