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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Fogwill & Jones Wealth Management

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Fogwill & Jones Wealth Management

A team of friendly, professional and impartial Independent Financial Planners.

Fogwill & Jones Wealth Management is known for exceptional one-to-one tailor made independent financial and tax advice. Offering a truly personal service, our experienced team actively and consistently review investments reporting to you in a jargon free, transparent manner.

14/10/2026

Taking the first step towards financial advice doesn’t need to feel complicated.

We make getting started simple. It begins with a free, no-obligation consultation - an opportunity to talk about where you are today, what you’d like to achieve and how we may be able to help.

From there, we’ll share our initial thoughts and suggestions, giving you the time and information you need to decide whether you’d like to move forward.

And if you do, we’ll work with you to create a tailored financial plan that evolves alongside your life, priorities and ambitions.

Ready to take the first step? Get in touch with our team to arrange your free consultation.

12/10/2026

If you’ve changed jobs several times throughout your career, there’s a good chance you’ve accumulated more than one pension along the way.

But as retirement gets closer, an important question arises: do you know what they’re all worth - and what they could actually provide in retirement?

Bringing your pensions into a clearer overall picture can help you understand where you stand, whether you’re on track and what options are available. For some people, pension consolidation may form part of that plan - although it isn’t right for everyone, particularly where existing pensions include valuable guarantees or benefits.

There’s also another consideration on the horizon. From April 2027, most unused pension funds and death benefits will be included within an estate for Inheritance Tax purposes, making it increasingly important to consider pensions as part of your wider retirement and estate planning.

In our latest blog, we explore pension consolidation, the questions to consider as retirement approaches and why now could be a good time to get your pensions organised.

Read the blog here: https://fogwillandjones.com/blog/pension-consolidation/

08/10/2026

Your finances should support the life you want to lead, whether that means retiring with confidence, helping your family, travelling more or simply enjoying greater financial freedom.

We take the time to understand your priorities before creating a financial plan built around them.

Because a good financial plan gives your money purpose.

06/10/2026

Financial advice should give you clarity and confidence - never pressure.

The best decisions are made when you have the time, information and trusted guidance you need to consider what is right for you.

It is wonderful to hear that this has been reflected in a client's experience with Rob. Building long-term relationships based on trust, understanding and impartial advice is at the heart of how we work.

01/10/2026

What difference can proactive tax planning make?

For one of our clients, it meant an immediate reduction in their tax liability of more than £10,000 - alongside a clearer financial strategy and greater confidence in their long-term plans.

For higher earners, tax planning can become increasingly complex. Income, investments, savings and pensions all need to work together as part of a considered, tax-efficient approach.

In our latest case study, we look at how we helped a high-earning professional review their tax position and make better use of available allowances across pensions, ISAs and investments.

The result was not simply a lower tax bill, but a more joined-up financial plan designed around their wider goals.

Read the full case study to see the approach we took and the difference proactive tax planning can make: fogwillandjones.com/reducing-tax-exposure/

29/09/2026

Financial clarity doesn’t come from one big decision - it’s built over time through informed, thoughtful choices.

Whether you’re refining your plans, exploring new opportunities, or simply looking to better understand your options, having the right insights can make all the difference.

Our latest articles are designed to do just that - offering clear guidance, practical tips, and considered perspectives to help you move forward with confidence.

Explore our insights and discover what could make a meaningful difference to your financial future: https://fogwillandjones.com/blog/

24/09/2026

What is Inheritance Tax - and could it affect you?

Inheritance Tax (IHT) is a tax that may be payable on the value of your estate when you die.

Your estate can include your property, savings, investments and possessions. From April 2027, most unused pension funds and death benefits are also due to be included within estates for IHT purposes.

IHT is generally charged at 40% on the portion of an estate that exceeds the available allowances and exemptions. However, what is actually payable will depend on your individual circumstances, including who you leave your assets to and which reliefs or exemptions apply.

With the rules changing in April 2027, understanding the potential value of your estate is becoming even more important.

Good estate planning can help you build a clear picture of your position, make informed use of the allowances available and consider how you would like your wealth to be passed on.

We can help you understand what the changing IHT landscape could mean for you and your family.

Just get in touch via our website: https://fogwillandjones.com/

16/09/2026

Financial planning is about more than numbers. It is about what those numbers allow you to do.

Perhaps you are building your career, growing a business, supporting your family, approaching retirement or thinking about the legacy you would like to leave behind.

Whatever stage you are at, your priorities will evolve - and your financial plan should evolve with them.

That is why we believe advice should start with understanding your life, your goals and what matters most to you.

What does financial confidence look like for you at this stage of life?

14/09/2026

Running a successful business means making decisions for today while keeping an eye on the future.

Our business financial planning services are designed to help business owners bring greater clarity and structure to both their business and personal finances.Whether you are thinking about protecting what you have built, making the most of your wealth, planning for retirement or preparing for the eventual sale or succession of your business, having a clear financial plan can help you move forward with confidence.

We take the time to understand your business, your ambitions and what matters to you personally - helping you create a joined-up plan for the years ahead.

Find out more about our business financial planning services: https://fogwillandjones.com/business-financial-planning/

10/09/2026

You don’t need to come to us knowing exactly what you need.

Our new Life Stages feature helps you explore the kinds of support people often seek at different points in life – whether you’re building your career, planning retirement, or managing an inheritance.

It’s a simple way to see what might be relevant to you, based on where you are now – and where you’d like to be.

Take a look and see what’s possible: https://fogwillandjones.com/

Address

Sheffield
S80TB

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.fogwillandjones.com/

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