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Fogwill & Jones Asset Management Limited

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Fogwill & Jones Asset Management Limited

Overview:

Fogwill and Jones Asset Management, Limited is known for exceptional one-to-one tailor made independent financial and tax advice. Offering a truly personal service, our experienced team actively and consistently review investments reporting to you in a jargon free, transparent manner.

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.

The Financial Conduct Authority (FCA) does not regulate Wills, Trusts or Tax Advice.

Fogwill and Jones are able to provide independent financial advice in such diverse areas as:
› Portfolio Management
› Discretionary Fund Management
› Inheritance Tax
› Trusts and Trustee Investments
› Estate Planning
› Tax Accountancy (including online Tax returns)
› Power of Attorney
› Probate Administration
› Wills

History:

Colin Fogwill, ACSI has worked within the financial services industry for over twenty-nine years. Starting his career with Sun Life in 1985 (Sun Life later merged with AXA) Colin rapidly came to specialise in Investments and Tax Planning.

In 2000, Colin’s belief that financial service companies should offer their clients a truly comprehensive and independent service and not be tied to one company’s products lead him to leave AXA and he subsequently founded Fogwill and Jones Asset Management Limited. Colin was committed to creating a company that offered a truly personal, tailor made service in a friendly, professional environment.

Almost 10 years ago, Fogwill and Jones Asset Management launched their Portfolio Management Service, and in 2006 Colin further expanded the services Fogwill and Jones offer to include Discretionary Fund Management. This created a comprehensive suite of services specialising in the unique needs associated with wealth management.

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