Wealth & Finance International - Business Awards 2015

www.wealthandfinance-intl.com 19 Best for Independent Financial Advice – UK Fogwill & Jones brings a wealth of experience into their work, providing clients with independent financial advice. One of the firm’s Directors, Margaret Abrahams, tells us how honoured the firm are to have won such a prestigious award, and gives us an exciting glimpse of what the future has in store for the company. Company: Fogwill & Jones Asset Management Limited Name: Mrs Margaret Abrahams (Director) E-mail: [email protected] Web Address: www.fogwillandjones.com Address: DeVere House, 4 Acorn Business Park, Woodseats Close, Sheffield, South Yorkshire, S8 0TB Telephone: 0114 2588899 We are very honoured and flattered to have been chosen by our clients to receive this prestigious award and would like to thank everyone involved. Having worked in the financial services sector for over 30 years and still closely working with clients who joined us at that time; we believe our success is due to the close relationships we have developed along with the time and care we take in ensuring that each client receives a personal and tailored service. In most cases, our clients’ children and grandchildren have also become clients themselves and we are able provide relevant solutions to their individual requirements, whatever age and financial circumstances they may have. Over the years we have developed our services from being Inde- pendent Financial Advisers to a more holistic Wealth Management company. Our clients can now access our full discretionary service for their investment portfolios, as well as detailed inheritance tax planning including trusts and protection. Our sister company also provides in house tax accountancy, lasting powers of attorney and will instruction as well as estate administration. As you can probably gather form the above, our clients receive a truly unique service. This can remove the need, in some instances, for working separately with a solicitor, accountant and financial planner. With our service, you will have only one point of contact to guide you. Our Service Charter ensures that our clients are kept regularly informed of any legislative changes; their allowances such as NISA, income tax and capital gains tax are fully utilised on their behalf if they wish and their investment portfolios are managed and monitored on a regular basis. Throughout our entire organisation, communication is key. Industry awards such as these are important to individual businesses as they are independently given and demonstrate the satisfaction of our clients. We understand that there is more to a relationship than merely advising or managing a portfolio, and it is our goal to provide a lifetime of financial and taxation support. Regardless of what stage of their financial lives our clients may be in, we will work with them to legitimately mitigate the various taxes that can apply as they get older, such as Capital Gains Tax and Inheritance Tax. Our dedicated team are committed to making our clients’ financial planning as straightforward as possible in an honest, friendly manner. We would also like to add that we treat all our clients the way we would expect to be treated by providing value for money. Perhaps this is through taking away the hassle of dealing with complicated finan- cial issues, or possibly from advising on the most appropriate solu- tions for their needs, potentially saving them money on unsuitable products. No matter how we add value, Fogwill and Jones pledge to maintain a commitment to a personal, friendly service. In order to stay ahead of the game, we work hard to keep up to date with legislative changes and making sure our clients are kept informed. A website has been developed to ensure we have internet presence along with Twitter and Facebook pages – we realise that younger people require communication in a different format to their parents and ensure that we meet their needs. At present, the situation for firms like ours is getting a lot brighter. The UK is emerging from a period of unprecedented economic crisis. In order to ensure we do not expose our clients to any unnecessary risk, we continuously review our clients’ investment portfolios and actively make changes as market conditions dictate. This provides both new and existing clients with reassurance in our management abilities, which has enabled us to continue, retain and attract new business in times of both adversity and prosperity. In the future, we are keen to recruit another adviser to ensure continuity of service and gradual expansion. As we offer such a unique all round ser- vice, we are confident that our company will continue to prosper and that our clients will continue to receive a very bespoke and personal service. Over the past 12 months, there has been a rise in demand for finan- cial advice, which follows major government reforms to the retire- ment income landscape. Rising property prices and the proposed introduction of a new main residence nil rate band for inheritance tax has increased the awareness of inheritance tax planning matters. The industry and government policy is in a constant state of change and it is our job to stay abreast of such changes and ensure we keep our clients informed and meet their needs as required. Fogwill & Jones

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