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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.

03/11/2026

Helping a client gain clarity and confidence in their financial future, even as their circumstances changed.

In our recent case study, we share how Andrew worked with an existing client to review and adapt their financial plans following significant personal and professional changes, helping them understand their options and make informed decisions about their next steps.

It is a great example of why financial planning is not simply about creating a plan. It is about regularly reviewing it, adapting as life evolves and ensuring your finances continue to support your goals.

Read the full case study here: https://fogwillandjones.com/financial-plan-on-track/

30/10/2026

Building long-term relationships with our clients is at the heart of everything we do.

Whether supporting families with estate planning, helping clients organise their financial affairs, or providing guidance through important life decisions, we believe professional advice should always feel personal, approachable, and reassuring.

29/10/2026

Our Autumn Budget 2026 commentary is now available.

Following the Chancellor's Autumn Budget announcement, we have put together our latest commentary, outlining the key announcements and what they could mean for your financial plans.

Whether you are planning for retirement, managing your investments or looking ahead to your long-term financial goals, understanding the potential implications of the Budget can help you make informed decisions about your future.

Read our full Autumn Budget 2026 commentary here: https://fogwillandjones.com/autumn-2026-budget-commentary/

26/10/2026

Inheritance Tax rules are changing - and for some families, the impact could be significant.

From 6 April 2027, most unused defined contribution pension funds are expected to be included within an individual’s estate when calculating Inheritance Tax. This means some families who may not previously have faced an Inheritance Tax liability could find their position has changed.

The good news is that there is time to prepare.

In our blog, we look at what the changes could mean in practice, using a straightforward example to show how an estate could be affected. We also explore why reviewing your pensions, investments and wider estate planning now can provide greater clarity for you and your family.

Good financial planning is about looking ahead and making informed decisions while you have the opportunity to do so.

Read the full article to understand what is changing and whether it could affect your plans: fogwillandjones.com/blog/inheritance-tax-rules-are-changing/

22/10/2026

From shifting interest rates and inflation pressures to the continued influence of AI and technology, the third quarter of 2026 has brought plenty of developments across global markets.

In our latest quarterly Markets & Economic Summary, we reflect on the key trends shaping the UK and global economies, explore how different markets have performed, and consider what lies ahead for the remainder of the year.

Staying informed is an important part of making confident, long-term financial decisions.

Read our latest market summary here: https://fogwillandjones.com/blog/markets-economic-summary-october-2026/

20/10/2026

Financial planning is often seen through the lens of markets and returns - but its real value runs much deeper.

It’s about bringing clarity to life’s decisions, creating structure around uncertainty, and ensuring your financial choices support what matters most to you.

It is important to consider the bigger picture. If you would like to see how you can create a life with clarity, confidence and purpose - give our blog a read: fogwillandjones.com/blog/financial-planning-isnt-just-about-money/

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.

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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