J Edward Sellars

J Edward Sellars Creating the financial future you want for you and your loved ones For pension, insurance, and investment services, contact us today!

Here at J Edward Sellars, we have been helping people take control of their finances, investments and pensions for over 5 decades and continue to do so daily. With financial planning solutions as unique as you are, we can help you achieve your goals and create the legacy you want to pass on to future generations. We proudly provide service to clients throughout the Clevedon, Somerset area. We prid

e ourselves on our traditional values and offer a personal and dedicated service to all of our clients. We take the time to explore and thoroughly understand both your requirements and aspirations. We also know things can change over time, so we constantly monitor and review your financial plans, to ensure they are still right for you. As part of our strong belief in nurturing relationships face-to-face. We are as happy to visit you at home as we are to welcome you to our offices and we are always at the end of the phone.

6 Ways to Protect Your Family From An IHT BillMore and more people are getting caught in the inheritance tax (IHT) trap ...
29/08/2024

6 Ways to Protect Your Family From An IHT Bill

More and more people are getting caught in the inheritance tax (IHT) trap as property values have soared, pushing many estates over the threshold. Only wealthy individuals paid the tax in the past. However, with the £325,000 threshold frozen until at least 2028, more and more people are getting caught in the net.

To read more, follow the link below:
https://ow.ly/IQGy50T9t45

Tax Relief and Pensions: A Short GuideGaining tax relief on your pension contributions is one of the most effective ways...
15/08/2024

Tax Relief and Pensions: A Short Guide

Gaining tax relief on your pension contributions is one of the most effective ways of saving for retirement. As well as recouping some of the tax you’ve paid, you’re boosting your pension pot.

To read more, follow the link below:
https://www.jesellars.co.uk/news/tax-relief-and-pensions-a-short-guide/

A Short Guide to Estate PlanningA strong estate plan can help to reduce tax, protect your legacy, and ensure that more o...
20/06/2024

A Short Guide to Estate Planning
A strong estate plan can help to reduce tax, protect your legacy, and ensure that more of your money passes to your loved ones. The decisions can be difficult, but once in place, your estate plan will make things easier for you and your family later in life.
To read more, follow the link below:

https://www.jesellars.co.uk/news/a-short-guide-to-estate-planning/

10 Areas Where Financial Planning Can Benefit YouWhether you are just getting started in your career or already have sig...
07/06/2024

10 Areas Where Financial Planning Can Benefit You

Whether you are just getting started in your career or already have significant wealth, you should have a financial plan. This can be as simple or as complex as you wish, and you can either create it yourself or work with a financial planner.

To read more, follow the link below:
https://www.jesellars.co.uk/news/10-areas-where-financial-planning-can-benefit-you/

Address

Kenmoor Road
Clevedon
BS216TZ

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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About Us

Traditional Service, Progressive Performance. At J Edward Sellars we have been providing investment advice and stockbroking services to clients since 1975. We understand that entrusting the management of your wealth to a professional is an important decision and we offer the continuity of care and wealth of experience that we have been building over 5 decades. We offer a range of services, each one tailored to suit your needs. Whichever service you choose you will be allocated an Investment Manager who will keep in regular contact. Your Investment Manager is there to build a working relationship with you; once they understand you they work together with the investment committee. Our Investment Committee has access to institutional quality research from a broad spectrum of third parties. This ensures we get an unbiased view of the financial world. From this research the committee carries out detailed analysis before constructing portfolios and advice based on a view of different economies, sectors, assets and securities. A face to face relationship is at the heart of our approach; all of our investment managers are happy to visit clients and we also enjoy welcoming you to our offices. This approach ensures that clients get the very best advice which is communicated in a way that is both personable and relevant as well as suitable. Our investment services include Investment Advices, ISAs, Pensions and Financial Planning. For more detail please visit http://jesellars.co.uk/services/ In addition, our specialist team can also offer advice on Health Insurance, Life Insurance, Income Protection and Critical Illness policies for both individuals and companies. We also act as a whole of market broker, negotiating the best deal for you with various providers. Please visit our Employee Benefits Site for more detail http://jes-eb.co.uk/