Fogwill & Jones Wealth Management

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.

Midlife often brings new opportunities, responsibilities, and financial decisions.Whether you're focusing on growing you...
15/07/2026

Midlife often brings new opportunities, responsibilities, and financial decisions.

Whether you're focusing on growing your wealth, supporting family, planning for retirement, reviewing your pension arrangements, or considering your long-term financial goals, having a clear plan can help you move forward with confidence.

Our Midlife Planning hub brings together a range of services and resources specifically designed for this stage of life, making it easy to explore the areas most relevant to you and your future.

Take a look and discover how thoughtful financial planning can help you make the most of the years ahead.

Read more here: https://fogwillandjones.com/mid-life-planning/

Inheritance Tax is changing, and while the new rules won't affect everyone in the same way, they could have an impact on...
13/07/2026

Inheritance Tax is changing, and while the new rules won't affect everyone in the same way, they could have an impact on how you pass on your wealth.

Understanding what's changing now can help you make informed decisions for the future.

In our latest blog, we explain the key changes in straightforward language and highlight why reviewing your plans sooner rather than later could make all the difference.

Read the blog here: https://fogwillandjones.com/blog/inheritance-tax-rules-are-changing/

How can you help ensure more of your estate passes to the people you care about most?In this case study, we explore how ...
09/07/2026

How can you help ensure more of your estate passes to the people you care about most?

In this case study, we explore how we helped a couple in their early 60s take a proactive approach to inheritance tax planning through a combination of gifting, trusts, life assurance, and business relief strategies.

The result? Greater clarity, reduced tax exposure, and confidence that their family's future is better protected.

Read how we helped here: https://fogwillandjones.com/protect-family-wealth/

When people think about financial planning, they often think about pensions, investments, and savings.But effective fina...
07/07/2026

When people think about financial planning, they often think about pensions, investments, and savings.

But effective financial planning is about much more than money.

It's about creating choices, supporting the people who matter most, achieving personal goals, and building confidence in the future. The financial decisions you make today can help shape the life you want to live tomorrow.

In our recent blog, we explore why financial planning is ultimately about people, priorities, and purpose - not just pounds and pence.

Read the article here: https://fogwillandjones.com/blog/financial-planning-isnt-just-about-money/

Helping clients plan for today, tomorrow, and whatever life may bring.
03/07/2026

Helping clients plan for today, tomorrow, and whatever life may bring.

Financial progress rarely happens through one perfect decision.More often, it is built through small, consistent actions...
29/06/2026

Financial progress rarely happens through one perfect decision.

More often, it is built through small, consistent actions taken over time - staying focused on your goals, making thoughtful choices, and continuing to move forward even when life becomes busy or unpredictable.

It is important to recognise how far you have come, not just how far you still want to go.

Whether you have started investing, reviewed your pension, created a savings plan, or simply become more financially organised this year, those steps matter.

Progress creates momentum. Confidence grows over time. And every positive decision can help support the future you want to create.

Celebrate progress, not perfection.

Choosing a financial adviser is about more than qualifications and services - it is about finding a team you can trust t...
26/06/2026

Choosing a financial adviser is about more than qualifications and services - it is about finding a team you can trust to understand your goals, communicate clearly, and support you over the long term.

We believe financial planning should feel personal, approachable, and tailored to the people behind the numbers.

Our approach is built around long-term relationships, thoughtful guidance, and helping clients feel more confident about the future they are creating.

If you would like to learn more about who we are, how we work, and the values that shape our approach, visit our About Us page.

You can find it here: https://fogwillandjones.com/about-us/

We are halfway through the year - an ideal time to pause and reflect on your financial goals.Have your priorities change...
23/06/2026

We are halfway through the year - an ideal time to pause and reflect on your financial goals.

Have your priorities changed since January?

- Are you making the most of available allowances?
- Do your current plans still support the future you want to create?

A mid-year financial check-in does not need to be complicated. Often, it is simply an opportunity to step back, review your progress, and make thoughtful adjustments where needed.

Whether your focus is retirement planning, investing, protecting your family, or building long-term financial confidence, small actions taken consistently can make a meaningful difference over time.

Financial planning is not about perfection. It is about staying connected to your goals and continuing to move forward with clarity and purpose.

Financial planning is about far more than preparing for retirement or organising finances.At its heart, it is about help...
18/06/2026

Financial planning is about far more than preparing for retirement or organising finances.

At its heart, it is about helping people feel supported, informed, and reassured through every stage of life - including the unexpected moments that can change everything.

We understand that financial decisions are often deeply personal, particularly during challenging times. Providing thoughtful guidance, clear communication, and long-term support is something we value greatly.

We are incredibly grateful for the trust our clients place in us and proud to support them with care, professionalism, and understanding when it matters most.

Running a successful business often means balancing immediate priorities with long-term decisions.From managing cash flo...
15/06/2026

Running a successful business often means balancing immediate priorities with long-term decisions.

From managing cash flow and protecting your business, to planning for growth, succession, and personal financial wellbeing, having a clear strategy in place can create greater confidence for the future.

We work closely with business owners to provide thoughtful, tailored financial planning designed around both personal and commercial goals.

Our approach is designed to help business owners:

- Build long-term financial resilience
- Plan more effectively for the future
- Create clarity around complex financial decisions
- Align business success with personal ambitions

Discover more about our approach to financial business planning on our website: https://fogwillandjones.com/business-financial-planning/

Address

Sheffield
S80TB

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Fogwill & Jones Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fogwill & Jones Wealth Management:

Shortcuts

Share

Category