Author: Hazel

Happy ISA to you

This year marked the 20th anniversary of the ISA. The Individual Savings Account was launched in 1999. If you’re one of the estimated 42% of adults who now hold one, we say Happy ISA to you!

Record fundraising total at charity golf day

Helping local organisations is part of life at Logic Wealth Planning. We are delighted to achieve a record fundraising total for Springhill Hospice at our annual charity golf day.

Cutting through financial jargon

Understanding pensions, investments and mortgages is hard enough without overly technical words. We think cutting through financial jargon is essential to help people make the right choices and plans.

Goal based investments

Personal and lifestyle targets help to shape how we live our lives. Where money and income are concerned, having goal-based investments helps to achieve our aims and realise dreams.

Protecting your income

Believing you’ll never be without an income is a risky strategy. The unexpected does happen. Protecting your income lets you plan ahead and enjoy peace of mind for you and your family.

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Logic Wealth Planning Limited is Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales number: 4206195. Registered Address: 18/19 Salmon Fields Business Village, Salmon Fields, Royton, Oldham, OL2 6HT. Trading address: Sigma House, 9 Southgate, Cross Street, Off Green Lane, Heywood, Greater Manchester, OL10 1ND. Telephone: 0808 1234 321.