Thomas Harvey

About

Hi, I'm Tom. I’ve been working in financial services for nearly 20 years, starting out at an international life office before qualifying as an investment manager in 2013. Over time, I have expanded my focus to provide holistic financial advice, helping clients plan for their future with confidence. In addition to working directly with clients, I also lead the team of advisers at J Edward Sellars, ensuring we deliver high-quality, tailored financial advice. I believe financial planning should be personal, practical, and easy-to-understand. Whether you’re preparing for retirement, managing investments, or protecting your family’s future, I focus on creating strategies that work for you. My aim is to provide honest, transparent advice, giving you the confidence to plan ahead. When I’m not working, I enjoy spending time with family and friends and getting outdoors (usually on my bike). I believe a balanced life makes for better advice, helping me understand what really matters to my clients beyond just the numbers. At J Edward Sellars, we believe that exceptional financial advice is built on trust and personalised service. Established in 1975, our firm has been dedicated to assisting individuals and businesses across the whole of the Southwest and South Wales for more than five decades. Our longstanding commitment to integrity and professionalism ensures that each client receives tailored financial solutions designed to meet their unique goals. Our comprehensive services include financial planning, wealth management, investment advice, pensions, and Inheritance Tax planning. We understand that each client's journey is distinct, which is why we offer bespoke strategies - from health insurance and ISA investments to self-invested personal pensions and estate planning - to help you achieve your aspirations and create a lasting legacy.​ At J Edward Sellars, we prioritise building strong, face-to-face relationships. Whether welcoming you to our offices or visiting you at home, our advisers are committed to providing ethical, sound advice that evolves with your changing needs. We continually monitor and review your financial plans to ensure they remain aligned with your objectives.​ Our team comprises dedicated investment managers and financial planning experts, all accredited to industry standards. Ongoing training keeps us at the forefront of the ever-evolving financial landscape, ensuring your wealth is managed with the utmost care and expertise.​ We invite you to contact us today to discover how we can help you take control of your financial future.