About Us

We are proud to be amongst the leading financial adviser firms in Sheffield with our quality and reputation confirmed by our awards and most importantly the feedback we receive from our clients.

The company founder Colin Fogwill, ACSI has worked in the Financial Services sector for over 30 years. Fogwill & Jones Asset Management was established and the company has grown and developed to provide the full array of services we offer today.

We are independently owned and as such provide impartial financial advice. Financial planning should never be about the sale of a product, instead we consider how all areas of a client’s situation overlap and interact with each other in order to formulate a strategy for life. A financial review will typically cover Investments, Taxation and Trusts, Retirement Planning, Protection, Savings, Wills and Lasting Powers of Attorney

We pride ourselves on providing advice which helps our clients to gain confidence, understanding and peace of mind – we take care of the money so that you can focus on enjoying your life.

Our knowledgeable team at Fogwill and Jones understand that no two people are the same, and will take the time to work with you to create a tailor made solution that we feel best suits your financial needs in all in a straight talking, no nonsense environment.

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

Colin Fogwill, ACSI
Colin Fogwill, ACSIInvestment Director
Colin created Fogwill and Jones Asset Management, Limited. in 2000 to fulfil his dual goals of providing a truly independent financial service and treating clients how he would like to be treated himself. Straight talking, no nonsense and informed; Colin’s in depth knowledge and experience of the global markets and Tax legislation coupled with an unwavering focus on personal service has created a company that is motivated and driven to provide clients with financial success. Colin makes a point to meet with every client personally, ensuring that they have, in his opinion, the most optimum financial services package for their unique needs.
Margaret Abrahams
Margaret AbrahamsManaging Director
Margaret’s experience in the Financial Services sector spans over 23 years and is an arena she thoroughly enjoys. “Providing a personal service to our clients is my prime objective” says Margaret and through working with Colin for many years she has developed very close relationships with many of his clients. “Accuracy, attention to detail, immediately responding to client requests and a pro-active can do attitude is key in providing the quality and level of service I think all our clients deserve” she says.
Andrew Ball, APFS
Andrew Ball, APFSChartered Financial Planner
Having worked in the financial services sector for almost 28 years, Andrew offers a wealth of experience in helping people with diverse and complex needs to achieve their financial and personal aspirations. Andrew believes that effective financial planning begins and ends with a trusting relationship with your adviser and advocates an empathetic and holistic approach to deliver a tailored, lifetime plan. Andrew has achieved Chartered Financial Planner status and the Certificate in Discretionary Investment Management.
Sophie Smith, Dip PFS
Sophie Smith, Dip PFSIndependent Financial Adviser
Sophie is an Accredited Member of the Society of Later Life Advisers (SOLLA) and specialises in providing expert advice in all later life matters, including retirement advice, care funding (both care homes and care in your own home), property options, saving and investment planning, tax matters, and estate and wealth planning.

Her hard working attitude and attention to detail is a definite bonus when exploring her clients objectives to ensure that she fully understands the clients desires and the very best outcome is achieved. While working closely with her existing clients, Sophie ensures that they are provided with a bespoke tailor made financial plan with regular reviews to accommodate any changes that may occur.

Chris Sadler, Dip FA MLIBF
Chris Sadler, Dip FA MLIBFIndependent Financial Adviser
Chris is a client focused Independent Financial Advisor with over 20 years’ experience in face to face roles. He combines effective communication with detailed product knowledge to ensure his clients always receive well researched, impartial advice to achieve their financial goals. He enjoys helping all types of clients, whether they are just starting to make plans for the future or looking to enjoy your retirement. Chris has worked in financial services for 5 years and has achieved Diploma 4 Status in Financial Planning and is currently working towards his Chartered Qualification.
Diane Caira
Diane Caira Administration Manager
Diane has a wealth of experience in running a busy office and has worked at Fogwill & Jones for 4 years; her qualifications in Business Studies and Contract Law, along with qualifications in Financial Services has been a definite benefit in her understanding of the Financial Sector. Diane is now responsible for the administration team and is keen to build on our ethos to provide our clients with a friendly, knowledgeable and efficient service.
Simon Briggs FPFS MSCI
Simon Briggs FPFS MSCIChartered Financial Planner/Compliance and Training Manager
Simon has worked in financial services for over 30 years in Compliance, Training and Advisory roles. He uses his technical and legislative knowledge to work closely with the advisers and paraplanners to ensure that we provide the most appropriate advice for our clients. Simon believes that a strong compliance process and good training are the best ways of producing positive outcomes for clients and making sure that they are treated fairly. Simon is a Fellow of the Personal Finance Society and a Chartered Financial Planner.
Helen McSweeney
Helen McSweeneyParaplanner Dip FA, PETR
Helen joined Fogwill & Jones in 2008, working her way up to her current role of qualified Paraplanner, where she works closely with our Advisers providing technical research, drafting reports, client liaison and managing our client files. Helen’s friendly and efficient manner has helped her build close working relationships with many of our clients, and building these close working relationships is an aspect of the job Helen greatly enjoys. During her time with the company Helen has passed her Diploma Level 4 qualification as well as her Advanced Pension qualification making her a Pension Transfer Specialist.
Lee Abrahams BA (Hons) Dip FA - Paraplanner
Lee Abrahams BA (Hons) Dip FA - ParaplannerParaplanner
Lee has worked at Fogwill & Jones since July 2012 and is now Diploma 4 qualified in Financial Services. With a Business Studies Degree, Lee has an analytical approach and attention to detail to all his work. Lee previously carried out the Tax Returns/Investment & Fee Administrator role and has already developed valuable relationships with many of our clients. Therefore, his promotion to Paraplanner where a more detailed technical knowledge is required to work closely with the advisers is an area Lee is keen to expand on. He believes that accuracy is of paramount importance when dealing with these areas on behalf of our clients and liaises closely with clients.
Ruth Hutton
Ruth HuttonClient Care Co-ordinator
Ruth has worked with Fogwill & Jones for over 14 years with 11 of those working as Probate Administrator; she has a wealth of experience in this area and has worked closely with the Executors providing a very caring and detailed overview to assist them at a very difficult time. Ruth now works as a Client Care Co-ordinator on the Investment side and enjoys helping our clients and liaising with them to ensure we provide a friendly and efficient service.
Fiona Barker
Fiona BarkerClient Care Co-ordinator
Fiona joined our administration team with many years experience in providing first class administration services; she is used to multi tasking and liaising with various agencies on behalf of clients, ensuring that deadlines are met and work is completed with accuracy. Fiona is a welcome addition to our team to provide the ongoing service to our clients at the highest level.
Olivia Naylor BA (Hons)
Olivia Naylor BA (Hons)Tax Returns/Investment & Fee Administrator
Olivia joined Fogwill & Jones after working in Corporate Insolvency. With a 1st Class Mathematics Degree Olivia has an analytical approach and enjoyment for the complex numerical aspects of her role. With over 8 years of administrative and customer facing roles and attention to detail to her work on Personal and Trust Tax returns, Olivia is a valued member of our team. Olivia is currently studying for her Diploma 4 qualification in Financial Services to become a fully qualified Paraplanner. Olivia is also training alongside our qualified Paraplanners in the complex research requirements and suitability report areas to work alongside our Advisers. She believes that accuracy is of paramount importance when dealing with these areas on behalf of our clients.
Helen Campbell
Helen CampbellClient Care Co-ordinator
Helen has over 22 years experience in providing face to face customer service in a variety of industries and has joined Fogwill & Jones to work alongside our administration team. Helen will be responsible for the organisation of appointment packs, income for our pension clients, post appointment letters and information as well as other ad hoc administration duties. It is important to Helen that our clients are provided with a speedy and efficient response to their queries.
Sophie Briggs-Willis
Sophie Briggs-WillisTax Returns/Investment & Fee Administrator
Sophie joined Fogwill & Jones after studying at Sheffield Hallam University for her International Finance and Investments degree. From her degree work, Sophie already has a good understanding of our industry and has joined us to progress her career. Sophie enjoys working with financial matters and is well suited to the complex calculations involved in her role. With over 3 years’ experience in customer facing roles Sophie will adapt well to taxation and financial services work. She will also deal with the daily investments and the annual Capital Gains Tax calculations on behalf of our clients
Margaret Harrison
Margaret HarrisonClient Care Co-ordinator
Margaret will normally be your first point of contact when calling the office; she has over 20 years experience in secretarial, administration and client care facing roles and is a brilliant addition to our team. Margaret is keen to help clients with their queries and ensuring a quick and efficient response is given. With high standards in administration work we know our clients are in good hands.
Josh Bown
Josh BownParaplanner Support
Josh has worked within financial services for over 3 years and has a comprehensive knowledge of pensions, investments and other retirement options. Having worked previously with Pension providers, financial advisers and liaising with clients Josh is well placed to transfer his skills to Fogwill & Jones. He is involved in research and preparation of data for our advisers recommendation reports, and liaises closely with third party providers, as well as working on appointment packs and review invitations. Josh believes in attention to detail and ensuring that our clients receive a high level of service.

Qualification Details

DipCII –  Diploma 4 level in Financial Services – the initial level at which an Adviser is fully qualified to give advice on all aspects of financial planning except for Defined Benefit Pension schemes and later life care. This requires 120 exam credits.

Chartered Financial Planner – this requires Diploma level 4 and also additional higher level qualifications to achieve the Chartered level enabling the adviser to advise on Defined Benefit Pension Schemes as well as all other aspects of Financial Planning.  This requires 290 exam credits.

APFS – Advanced Member of the Personal Finance Society – This qualification requires the adviser to have achieved Chartered Level Qualifications and have 5 years experience within the profession.

FPFS – Fellowship of the Personal Finance Society  – This qualification requires the adviser to have achieved Chartered Level qualifications and then additional qualifications such as Discretionary, Later Life Care, Securities & Investments etc – this status highlights a higher level of technical knowledge and commitment to professional development. This requires 350 exam credits. The highest qualification awarded by the Chartered Insurance Institute (CII)

IMC – Investment Management Certificate – this qualification is required by investment professionals involved in portfolio management and research analysis

BA Hons – This is a Bachelors or Honours Level covering degrees in various subjects.

Dip FA – The Dip FA is a Level 4 qualification registered with Ofqual in the Regulated Qualifications Framework.

PETR – When combined with the Diploma or Financial Advisers (Dip FA) PETR meets the qualification requirement for pension transfer specialist.