Who we are
Logic Wealth Planning has provided independent financial advice since 2005. For us, it’s about exceptional customer service and attention to detail. Our ethos is all about listening, understanding and offering solutions that give peace of mind. We give friendly and comprehensive advice to help you navigate a path to a secure financial future.Read more
How we help
We approach things a little differently at Logic Wealth Planning. We take a holistic approach to financial planning to ensure that you achieve your short and long-term goals. We start by putting you at ease. Then we build a picture of your life, develop a meaningful relationship, an ongoing partnership to support you - no matter where life takes you.Read more
What we do
We never start a conversation about products. That’s alien to us. We look at wealth and financial planning from a different perspective. There is no hard-sell. Ever. We try to understand what you want now and in retirement. We begin as life planners, and then become financial planners. For savings and investments, mortgages, estate and life planning, business services and more.Read more
A business is only as good as its people. We think we have some of the best. Logic Wealth Planning is diverse, inclusive and determined to offer excellence in everything we do. We recruit at all levels, encourage apprentices to progress and see employee development as an ongoing part of the business. Learn more about our people and how they make Logic Wealth Planning tick.Read more
Logic Wealth Planning publishes weekly news items covering a range of topics. We offer opinion on financial industry themes, highlight the services we provide and also showcase some of our amazing clients. We actively support charities in and around the Manchester area and love raising their profiles. Check out our latest articles and please share them across social media.Read more
" Yianni gave me top quality advice and directed me in the right way. I have seen the outcome I was hoping for and I don’t think they could have…
" Yianni is thoroughly professional. He takes the time to ensure you’re understanding and are clear about the subject. The amount of work undertaken behind the scenes and presented to…
" I’m very pleased with your service I'll recommend it! "
" Very happy with the advice given. Dave is always happy to explain in English what the figures mean! "
" Yianni helped me to get my very first mortgage. He arranged a fantastic five-year fixed rate deal for me. He is very knowledgeable & committed to what he does,…