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   0114 2588899       info@fogwilljones.co.uk

Welcome to
Fogwill & Jones Wealth Management

We are proud to be one of Sheffield's most trusted Wealth Management Specialists. Our experienced, friendly and impartial team are on hand to help you navigate through the opportunities and challenges you may face, whatever stage of life you are at. We believe anything is possible when your money is managed in the right way.

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WELCOME

Objective Independent Financial Advice

At Fogwill & Jones Wealth Management we take a unique approach to wealth creation and preservation that focuses on your individual needs and first-rate financial advice, driven by trusted long-term relationships. We can also offer you Legal Services on site as well from our sister company Fogwill & Jones (Legal Services) Ltd to look at Trusts, Deeds, Wills, LPA’s and Estate Administration. Your financial adviser will work with you to ensure your personal, family and business financial affairs achieve the best possible outcome. Please call us on 0114 2588899 or email info@fogwilljones.co.uk to take the first step towards a brighter future.

About Us

Fogwill & Jones Wealth Management is an award winning, independent financial advice and investment management firm, offering a wide range of services to individuals, their families, business owners and trustees across the country. We are very proud to be one of the leading independent financial planning firms in Sheffield with our quality and reputation confirmed by our awards and more importantly the feedback we receive from our clients.

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We provide exceptional independent financial planning, wealth management, tax and estate planning advice to


Individuals and Family Members


Trustees & Executors


Company Directors & Executives


Responsible
Investors


Pension
Funds


Accountants


Solicitors


Medical
Professionals

Our Services

We provide financial advice on practical and relevant solutions to help clients meet their financial objectives. Some of the key financial services we offer:

Savings & Investment Advice

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Pension & Retirement Advice

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Responsible Investing

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Family Office

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Discretionary Management Service

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Later Life Care Advice

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Tax Planning

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Inheritance Tax Planning

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Trusts, Probate & Legal Services

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Contact Us

If you’d like to learn more or book a no-obligation initial meeting, we’d love to hear from you. You can call, email or complete the contact form below. Telephone: 0114 2588899 • Email: info@fogwilljones.co.uk



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