Real relationships. Trusted advice.
A clear financial future.

Steering clients with

Service and success

We are trusted independent financial planners guided by the simple principle of doing right by our clients. We are proud to be highly rated by those clients, with 98% agreeing that working with us helps them reach their financial goals.

Combining financial expertise with a personal touch, we go beyond financial matters to offer genuine care to our clients across the South West and Wales.

Why J Edward Sellars?

We know you are
different. So are we.

In-house expertise that works for you

Your plan is guided by a dedicated committee that meets regularly to review markets and portfolios, so you always receive informed, independent advice.

Peace of mind about your financial future

You will see exactly how your financial future takes shape with models that clearly show how your money today supports the life you want tomorrow.

Relationships that go far beyond advice

Clients often stay with our planners for decades because they feel safe, seen, and genuinely supported. You will receive that support through life’s everyday challenges, not just the financial ones.

We're award winning

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

J Edward Sellars profile

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 profile picture
barry feltham
58 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Jim Searle
91 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very easy process and professional communication
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Richard J profile picture
Richard J
108 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Lee Weston
142 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Steve Chinn
150 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Jane Winsbrow
151 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Philip Lewis
187 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Judith A O'Shea
199 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Always helpful without being pushy or overbearing
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Jenny Rowland profile picture
Jenny Rowland
205 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Ann Farrow
221 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Rachel Smith
276 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
anne jones
308 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
spike 1968
342 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
sian williams
366 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Ryan Ireland
381 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Sheila O'Brien
451 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Rod Bishop
451 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
les mears
452 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex 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 profile picture
Chris King
466 days ago
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Excellent personal service if and when I need ongoing advise when circumstances change

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