Fogwill & Jones – Independent Wealth Management 2017-02-01T11:08:00+00:00
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RETIREMENT PLANNING

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PROTECTING YOUR ESTATE

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INVESTMENT PLANNING

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OTHER SERVICES

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WELCOME TO FOGWILL & JONES

SHEFFIELD’S PREMIER WEALTH MANAGEMENT SPECIALISTS

Fogwill & Jones is known for exceptional, one-to-one, tailor made independent financial advice. Offering a truly personal service, our experienced team is on hand to speak with you personally regarding any aspect of your financial matters, helping you achieve the financial independence you need to protect you, your family and your future.

We understand that your requirements are not the same as anyone else’s, that is why we always analyse your financial situation and create a targeted solution aimed at meeting your unique needs.

Fogwill & Jones Asset Management Limited is authorised and regulated by the Financial Conduct Authority. FCA number 433208. Registered in England and Wales.

HAVE QUESTIONS ABOUT WEALTH MANAGEMENT? ASK OUR EXPERTS.

Whilst we believe financial planning is crucial to achieving the financial future you want, we also recognise that sometimes you need help with a particular question. No matter how big or small, we can help.

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Every tax return tells a story

Is Sherlock Holmes’s hat tax-deductible? Does Mary Poppins claim for professional indemnity insurance? The tax returns of fiction’s greatest heroes [...]

OUR REFERRAL SCHEME

Refer a friend, colleague or family member to us and choose either £50 of High Street shopping vouchers or £50 to the charity of your choice if a full financial review takes place.

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WHAT OUR CLIENTS SAY

Pension planning. Offered a quality 1hr consultation and challenged my thinking to help plan for the future. Yes, very early stages but the key benefit was Lisa wasn’t greedy to pursue an investment in the short term and happy to provide good advice.
Marc
Due to a change in circumstances I needed some Protection Insurance and I wanted to be clear on what was the most appropriate cover for me. Lisa was polite, interested in me as a client and knowledgeable in the product area i was interested in. She fulfilled her promise to find me suitable products at competitive premiums and the turnaround from phone call to quoting was very good. I was very pleased with the facts and figures and doing business with Lisa looks highly likely.
Kieren
We were setting up a pension for my husband who is self employed. She listened well to our needs and gave advise at a level we could understand and has now set up a pension for us. We have only just set up the pension so we can’t comment yet.
Louise
Lisa was really helpful and reassuring. She patiently looked through all my Mum’s finances and helped us to understand the savings and investments she has. She gave us very clear impartial advice with absolutely no pressure to make any changes or switch to alternative products.
Rebecca
She was very easy to talk to and had a lot of financial services experience. This was a free session to cover inheritance planning but she spent time going over all the points and different aspects I needed to consider to avoid paying inheritance tax. She was very knowledgeable and told me about future planned changes in the level in which inheritance tax applies.
Bernadette
Very helpful. Easy to talk to, explained things clearly without talking down to me.
Robin