Family finances – start the conversation

Talking to kids about money is never easy. Just saying “no” doesn’t help them appreciate the value of things, or realise the importance of saving and planning. Ideally, we should start the conversation about family finances as soon as possible…  Continue reading

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.  Continue reading

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.   Continue reading

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.  Continue reading

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.  Continue reading

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…  Continue reading

Are pensions too complicated?

Baffled by financial jargon and confused by investment terminology? Many people think that pensions are too complicated and they put off thinking about their future. Hopefully, we can help to make things easier to understand…  Continue reading

How to save towards rising private school fees?

Fees at independent schools now average £17,000 per year. A private education costs money, we all know that. But what are the most effective ways to prepare, save and invest to give children the best possible schooling?  Continue reading

How to be a good saver?

Building a nest egg, saving for a rainy day and having a contingency fund are phrases we’re all familiar with. But how many of us could say that we are a good saver?  Continue reading

Old masters win the golf

The standard was a few shots shy of the golf on show at the Carnoustie British Open, but Logic Wealth Planning’s staff golf day at the Rossendale club was a fabulous success.  Continue reading

Pension warning from FCA

Pension freedoms introduced in 2015 gave people greater financial flexibility in retirement. The Financial Conduct Authority (FCA) is concerned that some are taking poor decisions with their money.  Continue reading

Team golf day

Sometimes, you need to treat the staff. They work hard, they go the extra mile, and that dedication should be reciprocated. So we’re closing the Logic Wealth Planning office for an afternoon in mid-July, getting the golf clubs out, and having drinks and a slap-up meal. There are prizes to recognise another year of fabulous […]  Continue reading

Rewarding Finance Apprentice opportunity

Logic Wealth Planning is an award-winning company with a great reputation for customer care. We’re looking for an ambitious and enthusiastic Apprentice to join our friendly team in Heywood, near Bury.  Continue reading

Estate planning to help your family

You don’t need a castle, acres of land and a fleet of luxury cars to consider estate planning. It applies to us all. It’s a process that you should begin if you want your wealth and possessions passed to relatives with minimal cost and fuss when you die.  Continue reading

Investment client, Ironman, fundraiser…

A long-standing client relationship isn’t just about investment in financial products. It’s about believing in people. Logic Wealth Planning is delighted to sponsor Chris Forde’s amazing Ironman efforts…  Continue reading

Life planning to avoid the unexpected

Making regular savings while you earn is relatively easy, but when income falls in later life, making the right financial decisions can be tricky. Life planning can help you forecast what cash you will need, and when…  Continue reading

Managing income during retirement

People with defined benefit, or more commonly known as final salary pensions, have income options when they reach 55 years of age.  Continue reading

Finance apprenticeship pays dividends

A Bury College student is literally in the money having successfully completed a Business Administration apprenticeship with a financial services company.  Continue reading

Growing the company, recognising the staff

Getting the balance right in business is essential to any company’s success. Logic Wealth Planning has enjoyed continuous growth, and making sure the valued staff are recognised is just as important.  Continue reading

Don’t lose track of old pensions

If you have changed jobs a few times, moved home, or started a company pension scheme but forgotten about it when you switched employer, your savings could be part of an estimated £400m in unclaimed UK pensions.  Continue reading