Here at J Edward Sellars, we have been helping people take control of their finances, investments and pensions for over 5 decades. With financial planning solutions, investment, and retirement advice as unique as you are, we can help you achieve your goals and create the legacy you want to pass on to future generations.
From the early stages of health insurance and ISA investments to self-invested personal pensions and estate planning, our advisers have the experience and financial tools to help you and your family. For pension, wealth management, insurance, and investment services, we welcome you to contact our offices today!
From the early stages of health insurance and ISA investments to self-invested personal pensions and estate planning, our advisers have the experience and financial tools to help you and your family. For pension, wealth management, insurance, and investment services, we welcome you to contact our offices today!
Services
Your Source of Personal Financial Services in Bristol, and the Clevedon, Somerset Area Since 1975. 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.
Our investment services are tailored around your individual objectives and attitude to risk. Our expertise means we can offer you diverse investment solutions, based on extensive research, using the most up-to-date technology for our analysis.
In line with our personal approach to financial planning, you will benefit from a dedicated investment manager, who will help you make the most of investment opportunities, ensuring your money works as hard as it can for you.
In line with our personal approach to financial planning, you will benefit from a dedicated investment manager, who will help you make the most of investment opportunities, ensuring your money works as hard as it can for you.
Advisory Managed is our premium service, offering you the flexibility to tailor it to your own, unique requirements. Through a shared understanding of your situation, and agreed objectives for your investments, we offer a truly bespoke service. With a combination of continuous and comprehensive portfolio management, and exceptional and unbiased investment advice, our Advisory Managed Service is designed to work exactly how you want it to.
If you are relaxed about investment decisions, or do not have the time, experience or inclination to manage your portfolio yourself, our Discretionary Managed Service is designed for your peace of mind. Tailored to your individual needs and objectives, our Discretionary Managed Service allows you to leave the day-to-day management of your portfolio in the experienced hands of your dedicated investment manager.
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