An unexpected accolade

Three best rated financial advisers

The Logic Wealth Planning team celebrated an unexpected accolade this week with news that we have been listed as one of three of the best financial services companies in the Rochdale area.

Three Best Rated® (U.K.) sets out to identify the top three local businesses within specific trading categories in key towns around the country.

We are delighted to be included as trusted independent financial advisers for people looking for help with investments, mortgages, pensions and estate planning in the Rochdale region.    

We take reviews, feedback and awards seriously. To be praised and recognised is a great reward for the hard work put in by everyone involved at Logic Wealth Planning.

Whether it’s dealing with clients, keeping on top of administration, updating the website or responding to queries or criticism, we take great pride in exceeding the expectations of the people we advise. 

This latest recommendation and listing is another feather in the company’s cap.

What does Three Best Rated do?  

The Three Best Rated team handpicks the top three local businesses by checking reviews, looking at the reputation, the history of the company and available listed ratings.

They also assess how criticism has been handled, the satisfaction of customers, cost of services and more using a thorough 50-Point Inspection process.

They will only recommend and list businesses that are verified by the Three Best rated employees.

We’d call that “Due Diligence” to ensure that no stone is left unturned. Logic Wealth Planning is happy to be scrutinised, as we have worked hard to make sure our processes and procedures are robust and up to date.

Logic Wealth Planning’s highlights  

Being listed on another “best rated” site is fantastic, but several key areas that helped us to achieve the listing stand out for us. These include:  

Call Inspection – the quality of the response by our business professionals while communicating through client calls is something we always take immense pride in. We answer quickly, politely and aim to give accurate information to callers. 

Reviews Accuracy – Reviews that describe the accuracy of the services offered by our business or those involved working at the company. Authenticity is important to everyone at Logic Wealth Planning. We would never publish a review that was not genuine or did not reflect what we do. 

Website Standard – Appearance and performance of the business website with information about all the recent updates. We’ve worked hard to develop a website that reflects who we are and what we offer. Scoring highly by an independent source hopefully shows that we’re on the right track.

Independent help from trusted advisers  

Reading reviews is one thing, but you can’t beat the real thing.

Speaking to clients and understanding what will suit individual circumstances is what we’re all about.

Find out for yourself. Please call us on 0808 1234 321 or email to arrange a no-obligation call or meeting.

* Logic Wealth Planning provides independent financial advice in Rochdale, Bury, Manchester, Cheshire and the surrounding area, but not limited to the region.