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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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United Kingdom
Sheffield
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.

31/08/2026

Our homepage is designed to reflect what matters most to our clients – simplicity, clarity, and ease of access to trusted advice.

Whether you’re an existing client or visiting for the first time, our site helps you find what you need faster, stay informed with our latest insights, and connect directly with our team.

We don't expect you to know exactly what you're looking for when you come to us, we help you figure that out.

Take a look: https://fogwillandjones.com/

27/08/2026

Inheritance Tax rules are changing - are you prepared?

Changes to Inheritance Tax can have a significant impact on how much of your wealth is passed on to the people you care about.

Our recent blog explains what's changing, who may be affected, and why reviewing your estate planning sooner rather than later could help you make informed decisions for the future.

Understanding the rules is the first step towards protecting your legacy.

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

If you'd like to discuss how these changes could affect your financial plan, our team is here to help.

25/08/2026

When people hear the phrase financial freedom, they often think of a number in the bank.

But in reality, financial freedom looks different for everyone.

It could mean:

• Having more time with your family
• Feeling confident about retirement
• Travelling more often
• Supporting children or grandchildren
• Starting a new chapter in life
• Simply knowing your future is secure

Financial planning isn't about chasing someone else's definition of success. It's about creating a plan that supports the life you want to live.

We'd love to hear from you.

What does financial freedom mean to you?

21/08/2026

We believe financial advice should leave you feeling informed, listened to and confident about your future.

If you're looking for clear, personalised financial advice from a team that takes the time to understand what's important to you, we'd be delighted to help.

18/08/2026

Every investment journey starts with a purpose.

Our case study explores how thoughtful financial planning can help turn long-term aspirations into a clear investment strategy - one that's built around an individual's goals, values and future, not just the markets.

It's a great example of how taking the time to understand what matters most can make all the difference.

Read the full case study here:
https://fogwillandjones.com/investing-with-purpose/

13/08/2026

Markets move. A good financial plan keeps you focused on what matters.

Our latest Market & Economic Summary is now available, providing an overview of the key events and trends that are shaping the financial outlook.

While market headlines can change from day to day, successful investing is built on a long-term approach. Staying informed is important, but so is keeping sight of your wider financial goals.

Read the full July Market & Economic Summary here:
https://fogwillandjones.com/blog/markets-economic-summary-july-2026/

If you have any questions about how current market conditions may affect your financial plan, our team is always happy to help.

10/08/2026

It's easy to feel like you have to choose between enjoying the present and planning for the future. In reality, good financial planning is about making room for both.

Whether you're heading away, spending time with family or making the most of the warmer weather, a little preparation can help you enjoy summer with confidence.

The key isn't spending less - it's spending intentionally.

Small, thoughtful decisions today can help you create lasting memories while staying aligned with your long-term goals.

If you'd like to build a financial plan that gives you confidence for today and tomorrow, we're here to help.

07/08/2026

Everyone's financial journey starts somewhere.

Taking the first step into investing can feel daunting, especially when it's all new. That's why we believe great financial advice starts with listening, building trust and making sure every client feels supported from day one.

Whether you're making your first investment or reviewing an established financial plan, we're here to provide clear, personalised advice and support every step of the way.

05/08/2026

Financial planning is never one-size-fits-all.

Every client comes to us with different goals, challenges, and aspirations. Our case studies demonstrate how tailored advice and long-term planning can help people make informed decisions and achieve greater financial confidence.

From retirement planning and investment strategies to protecting family wealth and navigating life's key milestones, these real-world examples offer insight into the impact of thoughtful financial advice.

Explore our client stories and discover how personalised planning can help turn goals into achievable outcomes.

Read more here: https://fogwillandjones.com/case-studies/

30/07/2026

How much does financial advice cost? When's the best time to invest? What should I do if I have multiple pensions?

Find answers to some of the questions we're asked most often on our new FAQs page.

It's designed to give you clear, straightforward answers, helping you find the information you need quickly and confidently.

Whether you're exploring your options for the first time or looking for clarification on a specific topic, it's a great place to start.

Take a look here: https://fogwillandjones.com/faqs/

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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