J Edward Sellars

Covering 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- Financial Advice: Whether you are looking to invest a lump sum or set up regular savings to generate income or growth in the future, J Edward Sellars oers personal advice tailored to suit each person’s individual circumstances. Our expert advice can help your sta understand and make the most of any tax ecient options that are open to them- Wealth Management and Stockbroking: We have a team of investment managers who are on hand to advise on any investment needs you or your staff may have- Pensions Advice and Retirement Planning: We fully understand that the majority of people are looking forward to their life after work; however, we also know that many of us aren’t saving enough to afford the lifestyle we aspire to. Whether you need advice on what to do with their current arrangements or need to start planning from scratch, we’re here to give them the helping hand they may need- Estate Planning: Inheritance Tax planning was previously only for the most wealthy of families. However due to the rise in house prices, Inheritance Tax Planning is becoming more and more important for many people. IHT law is continually changing and it's important to make sure that the finer points of the law are understood. J Edward Sellars has the expertise to guide people through this ever changing landscape and help reduce and potentially eliminate any tax on death. If you want to have a chat of any of the above please call 01934 875 919 to arrange your free consultation.