About us

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.


The thing our clients value most has no price. It’s called peace of mind.

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.

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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.


It's so important to us that our clients feel happy and satisfied with our service. Asking for honest feedback is a great way for us to measure this.
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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.