Services

Each of our individual clients will require an individual service

N o matter how big or small an account is, each of our clients require an individual service. We cater for this by offering a selection of management options.

When choosing a service the first decision to make is whether you would like the account to be managed on a Discretionary or Advisory basis .

One thing all clients have in common is the need to make the most of any tax efficient investment products. We provide an ISA and a SIPP to enable our clients to benefit wherever possible.

Advisory Managed Service

O ur premium service. Clients who make use of our Advisory Managed Service do so because they enjoy the personal attention that this account affords them.

You will receive as much or as little contact as you wish, via your choice of phone, email or letter, from your Investment Manager. This tailored service really allows us to get to know you, your requirements and objectives.

Any proposed investments will be recommended to you, the decision to invest stays with you.

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Discretionary Managed Service

F or clients who still wish to receive regular contact, but are more relaxed about individual investment decisions. Our Discretionary service allows clients to delegate the day to day management of a portfolio to one of our experienced Discretionary Managers.

You will still receive as much or as little contact as you wish, via your preferred method of communication. Your account will be managed by selecting suitable investments, which are all pre-checked by our Investment Committee.

Any investment decision is implemented by your Discretionary Manager and based on your personal objectives, risk tolerance and requirements.

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ISAs, Junior ISAs and SIPPs

J Edward Sellars offers advice on how to maximise the performance of your Individual Savings Accounts (ISAs) and Self Invested Personal Pensions (SIPPs). For further information please contact one of the team on: 01934 875 919

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It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

Robert Kiyosaki

S elect whichever service and you will be allocated a dedicated Investment Manager. It is important that you feel secure and comfortable with the management of your assets. This is achieved through clear and regular personal communication.

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. Location and directions are available from the Contact Us section of the website.

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.

This approach ensures clients gets the very best advice, communicated in a way that is both personable and relevant as well as ensuring it is suitable.

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As an FCA Registered company we are bound by regulations to protect our clients.

In turn all our clients are covered by the Financial Services Compensation Scheme (FSCS).

Professional Indemnity Insurance to cover events of negligence and fraud.

Client money is held in a separate trust account and is therefore not available to cover any financial obligations incurred by us.

We do not place investments on behalf of the business; our revenue is generated simply from the performance of our clients' investments.