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.

Philosophy

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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Reputation

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.

Reviews

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.

 Stephen has kept me well informed regarding options.

Mr G, Royton

I have been a client of Logic for many many years and in all that time I have found them to be an excellent company with really friendly staff and…

Mr and Mrs C, High Crompton

I was recommended to Logic Wealth Planning by a good friend who has used this company for at least 20 years. I have been very impressed with the results. At…

Dave ,Saddleworth

I'd mulled over a complicated pension transfer for some time. Previous advisors at other firms had been dismissive and not really tried to understand my motives for wanting to move…

JH, Milnrow

I chose Logic after a recommendation from my parents who had many years excellent service. I found Yianni and the team excellent to talk to. They spoke to me in…

PM, Littleborough
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People

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.