Fogwill & Jones Wealth Management

I'm a new customer with Fogwill & Jones and I've been so impressed. Rob has been super helpful, knowledgeable and answered all of my many questions.

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.

The initial meeting I had with David Gill was extremely informative and clear. This was just to get an overview of my options for my current private pensions and how to either use as an annuity or where possible to use as a drawdown. David was very professional and easy to talk to on this rather important issue for me at my stage in life and would recommend using Fogwill and Jones as a financial advisor.

Sophie Smith has been really helpful in helping me to choose insurances that meet my family's needs. She's worked really hard to get the right quotes, has listened well and understands our situation, and then went over and above to re-quote later when the first policies were insufficient (due to the company's criteria). She is friendly and helpful, and I trust her completely with my finances.

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.

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.

After my initial meeting with Chris at Fogwill & Jones I felt very at ease and would have no hesitation in recommending Fogwill & Jones to friends and family. I always find it beneficial dealing with a local firm who can understand what is important to local people, and this is the feeling I have had when speaking with Chris.