Fogwill & Jones Asset Management

Fogwill & Jones Asset Management Review

Reviews 35
4.9
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Reviews 35
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J
3 years ago

Been using this company for about a year and a hal...

Been using this company for about a year and a half now for my investments, pension, will etc and find them to be very professional, organised, helpful and if you have any worries/questions for them about your finances they are very good at explaining what the best solution is to these issues.

S
3 years ago

I ve dealt with Fogwill and Jones for more than 20...

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.

K
3 years ago

When I was approaching retirement, I sought advice...

When I was approaching retirement, I sought advice from F&J - and they helped me tidy up several different occupational pension accounts into a new SIPP. As I didn't want to spend my retirement worrying about the stock market, I've opted for the (slightly pricey) service that let's F&J manage the SIPP for me. So far, they've seen me through several very rough patches in the economy, and I've found them to be transparent, responsive and professional. (K.McGrath, Sheffield)

D
3 years ago

More than happy with the services that Fogwill & J...

More than happy with the services that Fogwill & Jones provide my family. Always friendly, professional and supportive throughout these challenging times.

Please keep up the good work, well done all.

D
3 years ago

Fogwill & Jones are superb in both their communica...

Fogwill & Jones are superb in both their communication and delivery against expectations.

I first became involved with them due to an inheritance and now 8 years later I am delighted at the way the portfolio has performed and also the support they give me if I ever have any questions.

I hope for a long and successful relationship for years to come.

p
3 years ago

Having decided to retire early, I soon realised th...

Having decided to retire early, I soon realised that I did not know as much as I thought about all the in's and out's and all the pitfalls of trying to sort out my pension, yes I did all the pension advice service and pensionwise web site follow up's but that left me more bewildered about what do, I then came across Fogwill and Jones and hence I got to meet Chris Sadler one of the companies IFA's, everything I needed to know was put to me in plain english, if I had a question it was answered with ease, the wealth of knowledge and professionalism shown by Chris put me at ease about my finacial future. Highly recommend. Thank you

n
3 years ago

Over the years I ve seen Fogwill & Jones grow and ...

Over the years I ve seen Fogwill & Jones grow and succeed whatever the financial world seems to throw at them, but always with their investors as their prime concern. Colin, Margaret and their team have helped me and my family through wills, powers of attorney, the minefield of probate and inheritance tax, and setting up trusts. So now I can enjoy a financially stress-free retirement. What more can you ask?

M
4 years ago

In spite of the current Covid pandemic problems, t...

In spite of the current Covid pandemic problems, the recent review was held on the telephone with Chris Sadler in an exemplary manner, covering all the relevant points successfully and producing a satisfactory survey of my current financial situation in an easily understood manner, confirmed by the data being transmitted to me by e-mail.
A very professional operation with considerable credit to Chris Sadler for his patience and understanding at a very difficult time. Congratulations.

E
4 years ago

Fogwill & Jones are a great local financial adviso...

Fogwill & Jones are a great local financial advisor & wealth management company. I've been with them for years and even though the economic problems of Covid, they have been a big help in helping me plan my future. I have no hesitation in recommending them.

F
4 years ago

As total newbies to the world of Investment Mana...

As total newbies to the world of Investment Management, we have been pleased how our advisor at F&J, Andrew Ball, has patiently taken us step by step through the whole procedure in a straightforward and understandable way.
We feel comfortable and confident that our investments are being well managed and look forward to seeing how they will perform in the future.
One thing we know for sure is that everyone at F&J has been professional and helpful, whether we talk over the phone or visit in person, when we are made to feel most welcome, (even including our little dog!).
We are totally happy in our choice to have F&J as our Investment Managers.

S
4 years ago

Excellent service, always respond quickly to any q...

Excellent service, always respond quickly to any queries, and easy to arrange meetings whenever necessary. Their advice is always carefully explained, and appears to be good, after some 18 months of them handling my pension. All this does not come cheap of course, and while it is difficult in this field to be certain you are getting value for money, on balance it is probably worth it

C
4 years ago

I have been a long standing client of Fogwill & Jo...

I have been a long standing client of Fogwill & Jones and have always been very happy with the bespoke and personal service that they provide. With Colin having ran the company for such a long time it is great to see they have expanded but even so the service level has never dropped. I'm very happy with the management of my investments and would recommend them to anybody that needed advice.

C
4 years ago

I often call them with queries and I am always dea...

I often call them with queries and I am always dealt with comprehensively and politely.
I have always been happy with the service I get from this very professional business.
Congratulations to all of the team.

D
4 years ago

As a first time investor and being financially ver...

As a first time investor and being financially very cautious I have found Fogwill and Jones very helpful and supportive. Regular communication, ongoing performance reviews and an annual in depth review of my investment and associated guidance make me very comfortable using Fogwill and Jones services. As an investment novice I feel my modest investment is in good hands.

As an addition comment, the investment performance has exceeded my expectations. I would not hesitate to recommend Fogwill and Jones to anyone seeking to invest.

C
4 years ago

I always feel like a valued customer and treated a...

I always feel like a valued customer and treated as an individual rather than one of a crowd.
The service is always thorough and professional.
I definitely feel F&J is a company I can trust and would not hesitate to recommend them to anyone.

R
4 years ago

I retired in June 2018 and needed to decide what t...

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.

P
4 years ago

Excellent customer service from friendly helpful a...

Excellent customer service from friendly helpful and professional advisers and staff. They keep you well informed of events with regular updates and are helpful at explaining transactions or situations.

J
4 years ago

Over the last 11 years Fogwill & Jones have done a...

Over the last 11 years Fogwill & Jones have done a great job with my portfolio. They hold regular reviews in which they check your preferences for things like risk and check if there are any investments you might not want to be involved with. It is easy to access a website in order to check on the portfolio.

S
4 years ago

Having spent a considerable amount of my time sear...

Having spent a considerable amount of my time searching for an IFA I could trust, I luckily found Fogwill & Jones. I received clear, easy to understand advice from start to finish. Thank you Fogwill & Jones, I cannot recommend you all enough.

r
4 years ago

During this extremely difficult time, our portfoli...

During this extremely difficult time, our portfolios with Fogwill & Jones have outperformed our expectations by far. We feel they know our priorities, and clearly work to fulfil our expectations. This is a company that our family has been using for years, and we feel secure with their handling of our investments.

Fogwill & Jones Asset Management

Fogwill & Jones Asset Management

4.9