Fogwill & Jones Wealth Management

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.

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 recently met with Dave to discuss consolidating a number of pensions from previous jobs. Dave took time to make sure I understood every step of what we were doing and explained everything clearly, I look forward to our next meeting and would recommend Fogwill and Jones without hesitation.

Had been trying all morning to find appropriate company to help me with various tax issues advice. Found Fogwill and Jones via Google search. Chris was excellent. Expected to have to make an appointment but he answered my question there and then on the phone. Clear information, well explained. All sorted in about 15 minutes . Thankyou very much Chris Johnson

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.