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J Edward Sellars

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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.

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

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:...

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

25/06/2026

From the day you finish school until the day you retire, you will no doubt have several financial priorities to contend with – whether that’s paying the mortgage, supporting your family, or achieving your financial goals.

With so many other financial demands, prioritising pension saving isn’t always easy. But the earlier you start, the greater the opportunity for your pot to grow.

As such, it’s never too early to start planning for retirement. However, it’s also never too late.

If you find yourself behind on your retirement savings goals as you near the end of your working life, rest assured, there may still be time to prepare for a comfortable retirement.

Read on to discover why “now” is always the best time to start saving, no matter your stage of life.

Whether you’re early in your career or approaching retirement, it’s never too soon or too late to start retirement planning. Here’s why “now” is the best time to start.

18/06/2026

In recent years, the government has introduced a plethora of new legislation that could impact your finances.

But HMRC rules aren’t the only things that are changing. You may have seen your own circumstances evolve significantly since you last reviewed your financial plan.

Without staying on top of these changes, your financial plan can quickly become outdated. If this happens, it may no longer serve your needs and goals as effectively as it could.

By engaging regularly with your financial plan, you can help ensure it stays aligned with your circumstances, needs, priorities, and goals, as well as the financial world around you.

Without regularly reviewing your financial plan, it can quickly become out of date. Here are 5 signs that it could be time to revisit your financial plan

11/06/2026

You may have noticed recently that J Edward Sellars has a fresh new look, as well as a brand-new website.

While we may look a little different, we’re still the same dedicated team working behind the scenes to help you achieve your financial goals.

Now and then, we like to put one of our team members in the spotlight and share some interesting insights into their lives.

This time, we caught up with our head of investments, Thomas Harvey. Keep reading to find out about his journey into financial services...

Peek behind the scenes of J Edward Sellars, as we catch up with head of investments, Thomas Harvey, to learn more about his role and life outside of work

04/06/2026

When you pass away, you want your loved ones to receive the inheritance you had intended for them.

You may have made a will outlining your wishes for dividing your estate. While you would hope that those wishes would be honoured after your death, in some cases, your will could be exposed to disputes.

In fact, applications for probate caveats – which halt the administration of an estate for six months while disputes are settled – are rising. Today’s Wills and Probate reports that caveat applications increased by 12% in 2025.

There are multiple reasons why someone might question your will. Read on to learn the most common grounds for contesting a will and how you can help ensure your wishes are honoured.

In the UK, more and more wills are being contested. Learn the most common reasons your will could be disputed and how you can ensure your wishes are honoured

28/05/2026

From record highs for the stock market to rising oil prices following the outbreak of war in the Middle East, the first few months of 2026 have been something of a mixed bag.

Whether you’re approaching retirement or already retired, you may be wondering how inflation, interest rates, and share values could impact your finances.

Read on to learn how inflation, interest rates, and stock market performance can affect your retirement, and how comprehensive planning can help cushion your finances against an uncertain future.

Rising costs and falling share values can feel unsettling. Learn what inflation, interest rates, and investment performance can really mean for your retirement

21/05/2026

Over the past month, investors in the global stock markets have faced increased volatility.

While this can be worrying, experienced investors will know that market turbulence due to factors outside of their control is to be expected. Market indices are fluctuating constantly, and while some downswings will be more significant than others, values have historically recovered time and time again.

Read on to learn what’s happening in the stock markets, what historical trends can teach us about such volatility, and four tips to help you stay calm.

When markets drop, it’s easy to panic about the future of your investments. But by staying the course, you could help avoid a loss. Here are four tips to help you stay calm.

14/05/2026

As taxes rise in 2026/27, you no doubt want to grow your investments tax-efficiently to make the most of your gains.

Choosing whether to invest via a pension or an ISA isn’t always clear-cut. While both options offer tax-free returns, the limitations, tax applications, and access restrictions vary between the two.

Read on to weigh the pros and cons of defined contribution (DC) pensions and ISAs for long-term investing....

You want to invest tax-efficiently, but choosing whether to pay into your pension or ISA isn’t always clear-cut. Discover key considerations for investing tax-efficiently

Address

Kenmoor Road
Clevedon
BS216TZ

Opening Hours

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

Website

http://jesellars.co.uk/contact/

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