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.
MEET THE TEAM
Colin created Fogwill and Jones in 2000 to fulfil his dual goals of providing a truly independent financial service and treating clients how he would like to be treated himself. Straight talking, no nonsense and informed; Colin’s in depth knowledge and experience of the global markets and tax legislation coupled with an unwavering focus on personal service has created a company that is motivated and driven to provide clients with financial success.
Diane has worked at Fogwill & Jones since 2011 and was appointed Director in 2024. She has a wealth of experience in running a busy office and has qualifications in Business Studies, Contract Law and Financial Services. Diane is responsible for implementation and oversight of the firm’s FCA obligations and the overall office management. She is keen to build on our ethos of providing clients with a friendly, professional and highly efficient service.
Outside of work, Diane is a keen Sheffield Wednesday supporter and attends matches with her husband and sons. She also enjoys dining out, going to the theatre and attending live music events from a wide range of genres.
Simon has worked in financial services for over 40 years in Compliance, Training and Advisory roles. He uses his technical and legislative knowledge to work closely with the advisers and paraplanners to ensure that we provide the most appropriate advice for our clients. Simon believes that a strong compliance process and good training are the best ways of producing positive outcomes for clients and making sure that they are treated fairly. Simon is a Fellow of the Personal Finance Society and a Chartered Financial Planner.
Away from work, Simon likes watching sport, spending time with family, regularly visiting the Yorkshire coast and travelling in Europe.
Having worked in the financial services sector for over 30 years, Andrew is a Chartered Financial Planner offering a wealth of experience in helping people with diverse and complex needs to achieve their financial and personal aspirations. Andrew believes that effective financial planning begins and ends with a trusting relationship with your adviser and advocates an empathetic and holistic approach to deliver a tailored, lifetime plan.
Outside of the office, Andrew is a member of North Derbyshire Running Club and enjoys fell running and walking with friends in the Peak District.
Sophie is an Accredited Member of the Society of Later Life Advisers (SOLLA) and specialises in providing expert advice in all later life matters and retirement planning.
Her hard working attitude and attention to detail is a definite bonus when exploring her client’s objectives to ensure that she fully understands the clients’ desires and the very best outcome is achieved. While working closely with her existing clients, Sophie ensures that they are provided with a bespoke tailor made financial plan with regular reviews to accommodate any changes that may occur.
Outside of work, Sophie enjoys socialising with her friends and family, travelling to new and exciting destinations and has recently joined her local gym.
David became a part of the Fogwill & Jones team in October 2022. The COVID-19 pandemic prompted him to reassess his career, which had previously been in the education recruitment sector. His natural aptitude for numbers, strong ethical values, and desire to continue working with people led him to transition into a career as a Financial Adviser.
Outside of work, David enjoys spending time with his wife, children, and sausage dog Winnie. He has recently rediscovered his passion for fitness and the gym, and having been born in the North East is a long-suffering Newcastle United fan! Additionally, David actively supports the local community by sharing his skills and knowledge as a member of the Governing Body at Silverdale Secondary School, where he chairs the Resource and Finance Committee.
Rob joined the Fogwill & Jones team in July 2024 having previously worked in financial services for Skipton Building Society and Tenet & You. He is currently working towards Chartered status to solidify his knowledge and many years of experience within the industry. He also achieved ‘Top Rated Adviser’ status with VouchedFor in 2024.
Outside of work Rob enjoys spending time with his wife and son, particularly staying at their static caravan on the coast. He also likes to visit areas of historical interest and is a member of the National Trust and English Heritage. Rob’s sport of choice is rugby, for which he is a season ticket holder for Castleford Tigers.’
Lee has worked at Fogwill & Jones since July 2012, beginning in a Tax Returns/Investment & Fee Administrator role and is now Diploma 4 qualified in Financial Services. Currently working as a Paraplanner where more detailed technical knowledge is required to work closely with the Adviser team in order to undertake technical research, draft reports and liaise with clients.
Outside of work, Lee has to amassed a huge retro gaming collection and more LEGO than could theoretically be built in one lifetime.
With a 1st Class Mathematics Degree Olivia has an analytical approach and enjoyment for the complex numerical aspects of her role. Olivia is a valued member of our team, with over 15 years of administrative and customer facing roles. Over the last six+ years Olivia has worked her way up to her current role of qualified Paraplanner and subsequently, Assistant Office Manager. Olivia enjoys building close working relationships with our clients and works alongside our advisers providing technical research and support, writing reports, client liaison and managing client files. She believes that accuracy is of paramount importance when dealing with these areas on behalf of our clients.
Outside of work Olivia enjoys going to the gym regularly, travelling overseas and spending time with her family and friends.
Ruth has been a valuable member of the Fogwill & Jones team for 21 years. For 11 years Ruth worked as a Probate Administrator; she has a wealth of experience in this area and has worked closely with the Executors providing a very caring and detailed overview to assist them at a very difficult time. In her current role, she works for both Fogwill & Jones Wealth Management and Fogwill & Jones Legal Services. She is responsible for producing all the information required by advisers for their client reviews as well as providing administrative support to our Solicitor, Helena Grady.
Outside of work, Ruth is a keen cyclist and has raised money for charity by cycling a 103 mile sportive, enjoys running, walking, hiking and travelling both in the UK and abroad.
Fiona joined our administration team with many years’ experience in providing first class administration services; she is used to multi-tasking and liaising with various agencies on behalf of clients, ensuring that deadlines are met and work is completed with accuracy.
Fiona enjoys reading, gardening, going to the gym and spending time with family and friends.
Helen has over 22 years’ experience in providing face to face customer service in a variety of industries and has joined Fogwill & Jones to work alongside our administration team. Helen will be responsible for the organisation of appointment packs, income for our pension clients, post appointment letters and information as well as other ad hoc administration duties.
Outside of the office, Helen enjoys spending time in the countryside, walking cycling or camping. She’s also loves skiing and plans to spend at least one week each year in the Alps enjoying the extensive pistes.
Liam joined the team in April 2022 and currently works as our Investment Analyst. This involves undertaking research into/and implementing our investment and financial planning solutions. He has Level 4 qualifications in investment advice, and investment management, and is currently working towards Level 6. He graduated from Sheffield Hallam University in 2021 with a First Class degree in Finance & Banking.
Outside of work, Liam enjoys playing and watching football, reading, gaming, and attending music festivals and gigs. He is patiently waiting for his favourite team, Tottenham Hotspur, to win their first Premier League title.
Nicola has over 30 years’ experience in administration, customer service, receptionist and accounts roles in varied sectors. Nicola is likely to be the first team member you meet when you visit our office and always greets our clients with a very warm welcome.
Outside of work Nicola enjoys spending time with her family and friends, walking the family dog, attending music concerts and live comedy shows and supporting her sons football team.
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view the financial services register to check that any firm is suitably authorised; The Fogwill & Jones firm registration number is 433208.
View our profile on the FCA Register
You can view our Independent Financial Advisers personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
Andrew Ball
Sophie Smith
David Wild
Robert Wilkinson
Our team of advisers at Fogwill & Jones undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. They are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society’s website.
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Fogwill & Jones Wealth Management is a trading name of Fogwill & Jones Asset Management Ltd.
Fogwill & Jones Asset Management Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 433208. Registered in England and Wales. Registered office: DeVere House, 4 Acorn Business Park, Woodseats Close, Sheffield, S8 0TB. Company registration number 5459286. VAT Reg No 859 4216 95.
© Copyright 2023 Fogwill & Jones Asset Management Ltd. All Rights Reserved.
The Financial Conduct Authority does not regulate Will Writing, Taxation and Trust advice. Not all Inheritance Tax Planning solutions are regulated by the Financial Conduct Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at clients based in the UK.
