Fogwill & Jones Wealth Management Financial Service in Sheffield

Reviews

1. Robert Sandler ★★★★★

   My wife and I created simple mirror wills supported the Will Aid scheme. Helena Grady explained the process in sufficient detail and in understandable terms, not only ensuring our Wills were appropriate but also that we understood what we were doing. If we had done this ourselves we would have missed out on key nuance related to Wills that can only be obtained by solicitor drafting. We now feel secure and confident in our plans.

   1 year ago
2. Helen Kellar ★★★★★

   Sophie gave my mum straight forward easy to understand advice around how best to protect her money after a house sale. Sophie has been helpful, knowledgeable and humourous. Thank you for your expert help. Helen and Audrey

   almost 3 years ago
3. Joanne Wall ★★★★★

   I am truly delighted with Sophie’s service and advice. She has been my adviser for only a short time but in that time she has already had a powerful impact. She has been a brilliant sounding board for me to discuss my desire to change my employment situation and career path, looking at both the personal and financial impact of the changes I would like to make. Her no nonsense but incredibly empathetic approach makes sure that it is me, my life and my happiness at the centre of anything we discuss together. Something that is very refreshing compared to the more investment management focused advice I have received from previous financial planners. I cannot recommend her highly enough and look forward to working more closely with her in future.

   almost 3 years ago

1. Karen Jones ★★★★★

   I Recently arranged a will for my mum. I highly recommend Fogwill and Jones. Helena Grady was wonderfully warm and empathetic with us all but especially mum for that I am truly grateful as mum was really nervous and worried. She put mum at ease and explained everything very clearly. I was impressed with the office and staff that welcomed us on arrival. Really pleased we chose Fogwill and Jones I would recommend without hesitation and will definitely use them again.

   almost 3 years ago
2. Dave Yates ★★★★★

   Spoke with Dave about potentially consolidating a number of separate pensions into one plan. He explained the initial process we would need to go through and made it all very clear to understand, I look forward to our next meeting.

   almost 3 years ago
3. Liam Burnett ★★★★★

   Just started using Fogwill & Jones for help with saving up for my first house, as well as putting money away for my retirement. They set me up an ISA and a pension in order for me to do exactly that. Extremely polite staff when calling the office, and cannot recommend Chris enough for the service he provided me. I will continue to use their services going forward as I feel comfortable with my finances being in the right hands.

   almost 4 years ago

1. Claire Christy ★★★★★

   The service from Fogwill and Jones has been first class in every respect. Chris has demonstrated an excellent understanding and assessment of my financial needs and goals and has delivered his advice with these clearly in mind. He has explained my options at every stage of the process, always offering professional yet impartial advice and guidance. I have every confidence in the quality and integrity of service provided by Fogwill & Jones and look forward to a long and fruitful relationship with Chris with complete confidence in him and his professional abilities. I have no hesitation in recommending Fogwill & Jones to others looking for trustworthy financial guidance.

   almost 5 years ago
2. R L ★★★★★

   I retired in June 2018 and needed to decide what to do with the money in my pension fund. As I had neither the expertise or inclination to manage the fund myself it was vital to me that I found someone I could trust to provide good advice and if need be, manage my funds. After much searching on the internet and reading reviews of financial advisers I came across the reviews for Andrew Ball of Fogwill & Jones at VouchedFor and decided to contact him. Andrew provided my wife and myself with clear advice as to the options open to us. Following a full financial and risk analysis by Andrew I felt confident to engage Fogwill & Jones to provide a fully managed service. The service from them is excellent. They provide regular updates on their performance and hold reviews to ensure they understand any changes to our needs. They have always responded very quickly whenever I’ve had a query or sought advice. Their advice has always been clear and well communicated. I am very happy with the service they provide and the results achieved, and have no hesitation in recommending them.

   almost 5 years ago
3. Sarah ★★★★★

   I’ve dealt with Fogwill and Jones for more than 20 years and although I consider myself small fry as an investor, they take me as seriously as any multi-millionaire client, and go to great lengths to advise and help. They offer a really personal service, so that when I ring them, Margaret or the other friendly staff know who I am. They respond immediately to any query and do their best to help. I always feel they understand my circumstances and have my interests at heart. I have great faith in their abilities and professionalism.

   almost 5 years ago

FAQs