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.

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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.

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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.

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Our team

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.

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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.

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Monday Espresso Podcast

The Logic Wealth Planning Monday Espresso is your essential five-minute investment briefing, equipping you with everything you need to know for the week ahead. Marlborough's Chief Investment Officer Sheldon MacDonald and CIO of Multi-Asset, Nathan Sweeney summarise market events over the past seven days and preview the key events in the week ahead, while also sharing their expert insights.

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Contact us

Sigma House
9 Southgate
Cross Street
Off Green Lane
Greater Manchester
OL10 1ND

Freephone: (0)808 1234 321