Morgan’s apprenticeship success story

Apprentices are the future British leaders. The financial planning industry embraces on-the-job training. Here’s Morgan’s story about working with Logic Wealth Planning on his apprenticeship…  Continue reading

Emergency First Aid at Work

First Aid is something many of us take for granted until an accident happens. In the office environment, it’s essential that some (if not all) team members understand how to react when an emergency crops up.  Continue reading

When should I start a pension?

Pension regrets, we’ve had a few, but it’s never too late to think about the income you will need during retirement. Deciding what you want from life will help you make those decisions…  Continue reading

Logic celebrates International Women’s Day

Logic celebrates International Women’s Day   These days, women can achieve anything men can – in sport, business, socially and during retirement. It wasn’t always that way. International Women’s Day celebrates the progress made, but calls for continued action to achieve gender parity in all aspects of life. International Women’s Day has been marked for over […]  Continue reading

From Client to Compliance Director!

Some things in life have wonderful symmetry. Nathan Lewis loved being a colleague and client of Yianni Theodorou (Logic Wealth Planning, MD) so much, not long after the firm was established he teamed up with his friend again and is now part of a growing financial services company. Read his story…  Continue reading

Great night at the Professional Adviser Awards!

The Professional Adviser Awards 2018 took place in mid-February at The Brewery in the heart of London. It was a fabulous occasion, celebrating the best financial advice companies in the UK. Logic Wealth Planning was delighted to be part of it…  Continue reading

FINALISTS for Professional Adviser Awards 2018 !!

This prestigious award seeks to reward excellence within financial services, and we’re delighted to announce that Logic Wealth Planning is short-listed for Adviser Firm of the Year in the North West. Professional Adviser Awards FINALIST 2018 On Thursday 08Feb18, Yianni Theodorou (Logic’s Managing Director) will be attending a dinner at The Brewery in Clerkenwell, London […]  Continue reading

Life and wealth planning the logical way  

Understanding what you want from life is the key to making the best financial choices. Investments should reflect your most deeply-held values but also suit your risk profile. That’s where a firm that asks questions, listens and understands can help. Welcome to Logic Wealth Planning… For some time advisors at Logic have started conversations with […]  Continue reading

Keeping your Pension Plan on Track 

 Keeping your Pension Plan on Track   – Is Your Pension Plan on Track ? The Pensions and Lifetime Savings Association (PLSA) has come up with a suggestion to help people keep their pension plans on track. It’s called for savings targets to be put in place to help individuals save enough for a good pension for their […]  Continue reading

Personal Finances – so what are your weak spots?

No matter what age you are it’s likely you have a weak spot when it comes to Personal Finances. In fact, it’s pretty much inevitable, no one’s financial armour is infallible. What steps can you take to shore up your defences? MONEY’S TOO TIGHT TO MENTION Younger people are often struggling to save, let alone contribute towards […]  Continue reading

Can I rely on the State Pension ?

Can I rely on the State Pension ? Did you know that One in Three Retirees will have to rely on the State Pension ? The Financial Conduct Authority recently carried out research (#) into the financial arrangements of just under 13,000 consumers in the UK. The results make for worrying reading – One of the […]  Continue reading

Do I have enough life cover ?

Do I have enough life cover ?  How well are you and your loved ones protected ? Many people take out a life policy, perhaps when they take out a mortgage, put it away in a drawer and don’t think any more about it. This can be a mistake, as the level of cover you took […]  Continue reading

Where will you live in Retirement?

WHERE WILL YOU LIVE IN RETIREMENT ? Later-life housing is a growing market, with around 60% of projected growth in households over the next two decades set to be among those aged 65 and over# Moving home at any age is almost always a stressful and emotionally-challenging time, and arguably the longer you leave it, […]  Continue reading

Logic Wealth Planning proudly support Rochdale Connections Trust

Logic Wealth Panning proudly support Rochdale Connections Trust    Rochdale Connections Trust is doing vital work in the Rochdale community and since they are a Charity, ongoing fundraising is vital to ensuring that they can continue to operate successfully. This Charity (RCT) was formed in 1997 by a group of local Youth Magistrates who were concerned […]  Continue reading

Adviser clients are better off in retirement

Adviser clients are better off in retirement Clients of financial advisers can hope to be almost 39% a year better off in retirement. This is compared to those who opt to take financial decisions by themselves according to research by Dunstan Thomas. A survey by the firm found adviser clients could on average hope for a […]  Continue reading

Can you afford not to take financial advice ?

Can you afford not to take financial advice ? New research shows those customers who receive financial advice can be better off on average by £40,000. A research project undertaken in conjunction with the International Longevity Centre – UK (ILC-UK), has produced ‘The Value of Financial Advice’ report. This independent report demonstrates that customers who […]  Continue reading

Another successful Golf Day for Caudwell Children’s Charity

Another successful Golf Day for Caudwell Children’s Charity Knaresborough Golf Course in Harrogate was the fantastic location for this year’s Charity Golf Day, held in August to raise funds for the Caudwell Children’s Charity. The event was organised by Paul Thomas from Kirby & Co, Financial Advisers of Harrogate, and the day was very well […]  Continue reading

Logic celebrate their 2017 Charity Golf Day !

Logic celebrate their 2017 Charity Golf Day ! Following the success of their first Golf Day in 2016, Logic Wealth Planning held their second Charity Golf Day at the beginning of September this year. Rossendale Golf Club was once again chosen as the venue and over 50 guests, friends and clients of the company gathered […]  Continue reading

Logic Wealth Planning’s Charity Golf Day – 01Sep17

YOUR INVITATION TO JOIN US After the success of our first Charity Golf Day in July 2016 we’re planning to do it all over again this September, and details are shown below. Once again the line-up will be good golf, good company, good food and a drink or three – ! And most importantly we’ll […]  Continue reading