Investments are more than numbers; they are your legacy passed to future generations.
Guiding Your Financial Success
Traditional Service, Progressive Performance
C overing Wales and the South West, we have been providing investment advice and stockbroking services to clients since 1975.
Entrusting the management of your wealth to a professional is an important decision. We offer the continuity of care and wealth of experience that we have been building over 5 decades.
Our investment committee has access to market leading research from some of the world’s largest financial institutions. This means we are able to form an unbiased view and create a strategy that suits each individual.
Your Investment Manager is there to build a working relationship with you; once they understand you they work together with our investment committee to manage your investments properly.
Your finances will not be shoe horned into a standard arrangement; every single stock and fund is chosen and monitored by our Investment Committee, before our Investment Managers filter out relevant investments for you.
An investment in knowledge pays the best interest of all.
Our advisers work with clients, both individuals and companies, to help provide positive long term investment performance.
We pride ourselves on the quality of our personal service and strength of our research.
The J Edward Sellars ISA allows you to invest in shares, funds and bonds.
Our investment specialists can advise you on the right way to save and what to invest in.
Pensions remain the most tax efficient way to save for your retirement.
J Edward Sellars can advise you on which pension is right for you, how best to invest your pension and then when the time comes how best to draw from your pension.
With the constantly changing pensions, tax and savings rules, a Financial Plan has become an essential part of life.
We can help design a plan that takes into account realistic financial goals and then provide the tools to help you to meet them.
Private Wealth Management
Y ou can talk to our Wealth Managers about a whole range of things from savings, pensions and investments to financial planning, estate planning and tax management.
JES Private Wealth can help with anything financial, where we don’t have the answers we are happy to speak to legal or tax advisors on your behalf.
J Edward Sellars offers advice on how to maximise the performance of your Individual Savings Accounts (ISAs)
Specialist advice on Private Health & Life Insurance
O ur specialist team 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.