De Vere House
Unit 4 Acorn Business Park
Sheffield
South Yorkshire
S8 0TB
Fogwill & Jones Asset Management Ltd
Financial Advisers based in Sheffield
About
We are proud to be amongst the leading financial adviser firms in Sheffield with our quality and reputation confirmed by our awards and most importantly the feedback we receive from our clients.
The company founder Colin Fogwill, ACSI has worked in the Financial Services sector for over 30 years. Fogwill & Jones Asset Management was established and the company has grown and developed to provide the full array of services we offer today.
We are independently owned and as such provide impartial financial advice. Financial planning should never be about the sale of a product, instead we consider how all areas of a client’s situation overlap and interact with each other in order to formulate a strategy for life. A financial review will typically cover Investments, Taxation and Trusts, Retirement Planning, Protection, Savings, Wills and Lasting Powers of Attorney
We pride ourselves on providing advice which helps our clients to gain confidence, understanding and peace of mind – we take care of the money so that you can focus on enjoying your life.
Our knowledgeable team at Fogwill and Jones understand that no two people are the same, and will take the time to work with you to create a tailor made solution that we feel best suits your financial needs in all in a straight talking, no nonsense environment.
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Regulatory & Compliance
Simon Briggs is our Compliance and Training and Competence Manager and he is responsible for ensuring that our procedures and processes are fully aligned to the Financial Conduct Authority (FCA) requirements.
Our advice process follows strict guidelines to ensure that we do not use jargon in our correspondence to our clients so that every stage of our advice process and service commitment our correspondence is clear and easy to follow.
Services we can advise you on
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.