Here at Logic Wealth Planning we’re absolutely delighted to announce that we’ve won ‘Best Financial Planning Firm 2016 – North West’ in the 2016 Wealth & Money Management Awards.
Here’s some more information on the Award taken from the Press Release, explaining why we won it.
Wealth & Finance Magazine is proud to recognise Logic Wealth Planning have been awarded ‘ Best Financial Planning Firm 2016 – North West ’ in this year’s Wealth & Money Management Awards.
Finance management can be a daunting and complicated task, and therefore many individuals, business people and families look to advisers to support and guide them through the complex process of managing their money. From ensuring all relevant fees and taxes are paid to supporting clients through monumental life changes, those working in the wealth management industry often become much more than just advisers, developing strong relationships with clients and supporting them through thick and thin.
The 2016 Wealth & Money Management Awards are dedicated to rewarding and recognising the hard work and dedication of everyone working in this vast industry, from including asset managers, financial planners, HNWI services and specialist banking providers.
Logic Wealth Planning is a small firm of five advisers, a client relationship manager and an admin team whose whole focus is to provide a high quality, focused, repeatable service which meets the needs of business owners, their families, and individuals of all ages but with a leaning towards age 40 plus clients who are looking for a holistic approach to their needs.
The firm provides and undertakes ongoing reviews, lifetime journey planning and full cash-flow planning, spending quality time with clients, in order to create a non-transactional feel to meetings and promoting discussions around clients’ life goals and aspirations.
Commenting on the program Awards Coordinator Jonathan Hicks said: “Advice, support and assistance are the key pillars of the wealth management market, and every one of our deserving winners has demonstrated beyond a doubt that they are dedicated to providing these three skills to all of their clients. I am proud of the success of Logic Wealth Planning and would like to wish them the best of luck going forward.”
About Wealth & Finance International
Wealth & Finance International is a monthly publication dedicated to delivering high quality informative and up-to-the-minute global business content. It is published by AI Global Media Ltd, a publishing house that has reinvigorated corporate finance news and reporting.
Developed by a highly skilled team of writers, editors, business insiders and regional industry experts, Wealth & Finance International reports from every corner of the globe to give readers the inside track on the need-to-know news and issues affecting banking, finance, regulation, risk and wealth management in their region.