Savings & Investment Advice
We have partnered with J Edward Sellars, a local Investment Manager and Financial Planner. Clients of Juniper Hill have access to market leading Financial Advice and Investment Management, at fair and competitive pricing. When contacting J Edward Sellars please mention you're a client of Juniper Hill. 01934 875 919
About J Edward Sellars
J Edward Sellars investment services are tailored around your individual objectives and attitude to risk.
Our expertise means we can offer you diverse investment solutions, based on extensive research, using the most up-to-date technology for our analysis.
In line with our personal approach to financial planning, you will benefit from a dedicated investment manager that will tailor all investment advice and service to your specific needs and circumstances. Our professionals will help you make the most of investment opportunities, ensuring your money works as hard as it can for you. Our investment advice and service options extend to clients throughout Somerset and the surrounding UK areas.
From setting up an individual savings account, ISA investments and Junior ISAs, to SIPP advice, self-invested personal pensions and comprehensive financial planning, we will guide you using knowledgeable investment advice in order to help you build an investment portfolio to reflect your specific goals.
With access to a wide range of carefully chosen and monitored investments, we can help you find the right solution for you and your needs. Get started on your path towards a sound financial future by relying on our team of professionals for skilled investment advice and service.
J Edward Sellars is able to offer you:
Financial Advice
From self-invested personal pensions and inheritance tax planning, to finding the best, most profitable home for your investments, we can help you take control of every aspect of your wealth.
By working closely with you, we make sure we have – and maintain – a clear understanding of your unique financial circumstances and aspirations.
This provides our personal financial planning advisers the ability to help you achieve them, all with tailored service, and dedicated results we pride ourselves on at J Edward Sellars.
Pensions
Careful pension planning is crucial for protecting your wealth later in life, and allowing you to enjoy the lifestyle you want in retirement.
Whatever your goals may be, our pension experts will help you make the right choices to achieve them.
Still one of the most tax-efficient ways to plan for retirement, a pension has many advantages over other ways of saving for your future.
When you pay into a pension, you get tax relief. The amount depends on whether you are a basic-rate, higher rate or additional-rate taxpayer, but whichever you are, you will benefit from tax relief on your contributions, meaning extra money is being invested for your retirement.
Investment Management
We tailor our investment management and advice to suit you and your own unique requirements. We take the time to understand what you want to achieve with your money, and offer a truly bespoke investment strategy.
With our own investment committee, we have access to market leading research from some of the biggest financial institutions in the world. This means our unbiased, well considered and researched investment advice can help create a completely tailored portfolio for you, based on your own individual needs and objectives
At J Edward Sellars, our aim is to bring you the best expertise to manage and monitor your investments. Our investment committee handpicks each and every one of our funds, stocks and shares after rigorous research, monitoring, and analysis. This means we can ensure the investments we recommend are suited to you, meeting your requirements both now and in the future.