Author: Hazel

Consolidating investments for peace of mind

With multiple investments causing an administrative headache, and some of them held in higher risk products, a Cheshire client needed advice on his investments, and to simplify matters. The goal was peace of mind.

Wealth planning for the future

Who wants to work forever? There are some, often passionate, driven people who live to work. For many others, having more time, travelling and exploring fresh leisure opportunities is what the future is all about. 

Golf with a spring in our step

The Logic Wealth Planning office loves a round of golf. So for the third year running, our annual Charity Golf Day raised funds for the wonderful Springhill Hospice in Rochdale.

Have saving habits changed for Millennials?

Born after 1983? If so, you’re a Millennial, somewhere between 18 and 35 years old. Did you know that this age group is already saving and planning for their long-term financial future.

Investor strikes Gold Coast

In June, we featured investor client, iron-man and fundraiser Chris Forde. One of our long-term clients and just back from competition in Denmark, Logic Wealth Planning is delighted to sponsor Chris as he next prepares to jet off to Australia’s Gold Coast…

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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.