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

0 %

of clients believe that working with us has helped or will help them achieve their financial goals

0 %

who answered definitively said they would recommend us to their friends, family or colleagues

0 %

said they were satisfied with our communication during times of market volatility

Allison McRitchie

Chris Dunn

Debbie Van Toop

Nick and Caroline Belson

Roy Staniforth

Listen to their stories

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.

    
 
 
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   barry feltham 
 67 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 
 100 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Very easy process and professional communication
  
 
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   Richard J 
 117 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 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 
 151 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 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 
 159 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Always pro-active, reliable, accessible, enabling, positive and helpful
  
 
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   Jane Winsbrow 
 160 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 
 196 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 
 208 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Always helpful without being pushy or overbearing
  
 
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   Jenny Rowland 
 214 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 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 
 230 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 
 285 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 
 317 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 
 351 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 
 376 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 
 390 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 
 460 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 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 
 460 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 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 
 461 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 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 
 475 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