Jacob Wilson

Hi, I’m Jacob. I began my career at a national building society, where I spent more than a decade supporting members and gaining invaluable experience. During this time, I advanced through a variety of roles and completed key qualifications to become a financial planner. In my current role, I specialise in helping clients navigate the complexities of investments, pensions, Inheritance Tax, and protection. My mission is to provide tailored financial planning services that empower my clients to achieve their goals and secure their financial future. Outside of work, I’m an avid sports enthusiast with a particular love for golf, and I enjoy spending time walking my dog, Norman. I’m also passionate about travel, which has shaped much of my personal and professional life. I spent 18 months teaching English in Vietnam and later lived in Spain, where I provided financial advice to expats. One of my greatest passions is motorbike touring. I’ve had the privilege of exploring vast stretches of Asia and Europe on two wheels, immersing myself in diverse cultures and traditions along the way. These experiences have given me a unique perspective and a deep appreciation for different ways of life. 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.