0330 038 8940
Based in Clevedon
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FCA status: Certified by Firm
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
Last checked: 09 May 2025
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
12
Recent Client Reviews
Joe has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Joe has not yet added their qualifications to their profile
Transparent Fees
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Joe has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
Last checked: 09 May 2025
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
12
Recent Client Reviews
Joe has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Joe has not yet added their qualifications to their profile
Qualifications not yet added
Joe has not yet added their qualifications to their profile
Transparent Fees
Joe has not yet added their fees to their profile
Fees not yet added
Joe has not yet added their fees to their profile
Hi, I’m Joe. I have a diverse career background, having studied English and Philosophy at university, after which my early professional journey took me overseas, where I worked as a scuba diving instructor. Back in the UK, I then qualified as a teacher and taught Media Studies and Philosophy before moving into the telecommunications industry. Two decades later, in 2019, I made a significant career change to become a financial planner. In my current role, I advise clients on various aspects of wealth management, including investments, pensions, Inheritance Tax, and protection policies. I have a particular interest in advising families with children who have special educational needs or disabilities (SEND), ensuring they receive tailored financial guidance to meet their unique needs. Outside of work, I am a keen swimmer and enjoy live music. I also enjoy the occasional trip to a country pub for a walk and a Sunday roast. 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.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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