Established in 2005, Logic Wealth Planning is a growing independent financial planning firm with its roots in the Greater Manchester area. Our experienced advisers cover a range of financial disciplines and support clients across the UK.
Our ethos is all about listening, understanding and offering solutions that give you peace of mind. We offer friendly and comprehensive advice on pensions, mortgages, business financing, retirement planning and much more.
Every company likes to think they are different. We know we are. Our clients tell us we are. For us, it’s about exceptional customer service and attention to detail. Wealth planning can affect whether you achieve your goals, and how comfortably you live in retirement. That matters to us.
Everyone at Logic Wealth Planning wants to best for themselves, their friends and family. That’s the way it should be. We like to extend that to our clients. We always ask if the service we give would be the kind of service we’d like to receive. We think that’s a good starting point.View our services
In the business of financial planning, it takes 20 years to build a reputation but just five minutes to lose it. Financial planning and wealth management are activities that have changed enormously in the last ten years.
We have used Yianni and his team for many years, for Personal investment planning, pension advice and some business financial planning. Yianni gives an excellent personal service, he spends time…
Yianni - If anyone ever needs an IFA you will be highly recommended!
I've been a customer for 6 years during which time I have been comfortable with the handling of my investments. No pressure to sell me unsuitable products so they could…
I am very happy with the service offered by Logic. In particular I am grateful to my Financial Adviser for being willing to come to the house for appointments as…
I have been a client for 3 years and have received a good level of service from the team. There has always been a high level of communication between me…
A business is only as good as its people. We think we have some of the best. Learn more about them and how they make Logic Wealth Planning what it is.