J Edward Sellars

J Edward Sellars Creating the financial future you want for you and your loved ones For pension, insurance, and investment services, contact us today!

Here at J Edward Sellars, we have been helping people take control of their finances, investments and pensions for over 5 decades and continue to do so daily. With financial planning solutions as unique as you are, we can help you achieve your goals and create the legacy you want to pass on to future generations. We proudly provide service to clients throughout the Clevedon, Somerset area. We prid

e ourselves on our traditional values and offer a personal and dedicated service to all of our clients. 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. As part of our strong belief in nurturing relationships face-to-face. We are as happy to visit you at home as we are to welcome you to our offices and we are always at the end of the phone.

Andy Burnham’s appointment as the UK’s new PM has triggered widespread speculation around the fiscal policy changes. Wit...
03/09/2026

Andy Burnham’s appointment as the UK’s new PM has triggered widespread speculation around the fiscal policy changes.

With the new chancellor, John Healey, set to deliver his first Budget on 28 October 2026, we can expect rumours over the next few weeks.

Here are just three examples of pre-Budget speculation that failed to accurately predict the contents of a Budget and what they can teach us as we head towards the 2026 Autumn Budget.

With rumours circulating ahead of the 2026 Autumn Budget, discover 3 lessons from previous Budgets and why it may not be wise to pre-empt the prime minister

It is not too late to join our Free Webinar.Sign up today!
27/08/2026

It is not too late to join our Free Webinar.

Sign up today!

Are you worried about running out of money in retirement? You’re not alone. Many retirees face the challenge of making their savings stretch for decades, while still enjoying the lifestyle they’ve worked so hard for. In this free webinar, we’ll share 7 practical strategies to help you protect ...

FREE Webinar Tuesday 8th September 7pm7 practical strategies to help you protect your income and spend with confidence.C...
20/08/2026

FREE Webinar Tuesday 8th September 7pm

7 practical strategies to help you protect your income and spend with confidence.

Click the link to register to join.
We'll see you there!

Are you worried about running out of money in retirement? You’re not alone. Many retirees face the challenge of making their savings stretch for decades, while still enjoying the lifestyle they’ve worked so hard for. In this free webinar, we’ll share 7 practical strategies to help you protect ...

80% of people seek pension advice online from potentially unverified, but also unregulated sources using AI, search engi...
13/08/2026

80% of people seek pension advice online from potentially unverified, but also unregulated sources using AI, search engines and social media.
Here’s why the internet can fall short and a human professional remains one of your greatest financial assets.

Over 80% of savers use unregulated online sources for pension advice. Discover why the 20% who use a financial planner retire with more wealth and peace of mind

With summer holidays here, you might be looking for fun ways to keep your children or grandchildren entertained during t...
06/08/2026

With summer holidays here, you might be looking for fun ways to keep your children or grandchildren entertained during their time off.

You don’t need to travel far to enjoy a fun-filled day making memories with your little ones. If you know where to go, there’s a variety of family-friendly places to try here in the south-west.

Read on to explore some great ideas for days out in the south-west, including recommendations from the J Edward Sellars team!

With the summer holidays approaching, explore 5 family-friendly days out to enjoy with your children or grandchildren, all on your doorstep in the south-west

The government’s upcoming legislative changes mean that from April 2027, unused pensions will be included in the value o...
30/07/2026

The government’s upcoming legislative changes mean that from April 2027, unused pensions will be included in the value of your estate for Inheritance Tax (IHT) purposes.

One strategy to help is gifting wealth directly to your child or grandchild’s pension.

Read on to learn more:

Worried about the 2027 Inheritance Tax changes? Discover how gifting into a Junior SIPP could reduce your estate’s value today while securing a child’s future

According to data reported by the Guardian, British savers lost more than £220 million to investment fraud in 2025 alone...
23/07/2026

According to data reported by the Guardian, British savers lost more than £220 million to investment fraud in 2025 alone.

A major reason for this is the swift evolution of AI, which has become more advanced and harder to spot. Scammers are now using AI to create convincing deepfakes, clone legitimate websites, and design realistic smartphone apps that mimic genuine platforms.

The online landscape is difficult to navigate, and falling victim to a modern scam is not a reflection of poor judgement. Rather, it’s a reflection of how realistic and sophisticated these traps have become.

Fortunately, by understanding how these scams operate and knowing what to look out for, you can protect your hard-earned wealth.

Read on to learn these five modern investment red flags

Investment fraud cost Brits £220 million in 2025. Learn how AI played a part, red flags to watch out for, and how a financial planner can help keep your money safe

From 6 April 2027, the funds remaining in your pension when you pass away will be included in your estate for Inheritanc...
16/07/2026

From 6 April 2027, the funds remaining in your pension when you pass away will be included in your estate for Inheritance Tax (IHT) purposes.

In many cases, your pension pot could be taxed twice, with some beneficiaries also being charged Income Tax when they access the funds.

As a result, up to 67% of the funds remaining in your pension when you pass away could go to HMRC, leaving beneficiaries with less than a third of the value.

Keep reading to learn more about why some pensions could be exposed to double taxation from April 2027 and discover six tips for passing on your wealth tax-efficiently.

From April 2027, inherited pensions could be taxed twice. Learn why your pension could fall into the 67% tax trap and how to pass more to loved ones

Your reviews helped our advisers secure a coveted spot in the VouchedFor Top Rated guide. 👏🥳🌟 The guide featured in the ...
10/07/2026

Your reviews helped our advisers secure a coveted spot in the VouchedFor Top Rated guide. 👏🥳🌟 The guide featured in the Times earlier this year, and now it will be included in the Telegraph on 24 June 2026.

We’d like to thank everyone who has supported us....

To read on, follow the link below:

As you may know, your reviews helped our advisers secure a coveted spot in the VouchedFor Top Rated guide. The guide featured in the Times earlier this year, and now it will be included in the Telegraph on 24 June 2026. We’d like to thank everyone who has supported us. Your amazing reviews led to:...

When you retire, you want to enjoy life free from money worries.But with the cost of retirement rising, a comfortable li...
02/07/2026

When you retire, you want to enjoy life free from money worries.

But with the cost of retirement rising, a comfortable lifestyle might be more expensive than you think. In fact, MoneyAge reports that just 9% of working-age people in the UK are currently on track for a comfortable retirement.

By prioritising your retirement savings and creating a comprehensive plan tailored to your needs and circumstances, you can help keep your finances on track to achieve your retirement goals.

Read on to discover how much you could need for a comfortable retirement and learn five steps to help prepare for your ideal lifestyle.

Just 9% of working-age UK adults are on track for a comfortable retirement. Discover how much retirement could cost and 5 ways to plan for your ideal lifestyle

Address

Kenmoor Road
Clevedon
BS216TZ

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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