Category: Financial Planning

Identify your goals and then feed that dream

Identify your goals and then feed that dream The best way to save for the long-term is to identify the future lifestyle you desire. ‘Buy Now – Pay Later’, ‘Interest Free’, ‘0% Credit’ – we live in a world where consumption is key, debt is the social norm and ‘keeping up with the Joneses’ is...

Top 10 Financial Tips for your 2017 Resolutions

Top 10 Financial Tips for your 2017 Resolutions In addition to the traditional New Year’s resolutions to lose weight or stop smoking, people often resolve to sort out their finances with ‘saving money’, ‘paying off debts’ and ‘investing smarter’ being common focus areas. Here’s 10 tips to get started! Keep a spending diary – Before you...

Retirement Planning is much too important to be left to chance

Retirement Planning is much too important to be left to chance Worrying statistics have come to light in a recent survey amongst those with more than £250,000 saved for retirement. Only 36% used a professional financial adviser to create a retirement plan for their future. Without a well-thought out plan, many people heading into their later years...

Did you know that about a third of UK adults are stressed about money ?

Did you know that about a third of UK adults are stressed about money ? Recent surveys have found that financial anxiety affects many adults in the UK today. Money worries are cited as the main cause by those suffering from depression (28%) or anxiety (27%). 26% of those surveyed said that worrying about their...

The Rules of the Lifetime ISA as it stands

The Rules of  the Lifetime ISA as it stands :- Much has been theorised about the Lifetime ISA since it was announced. The questions is, will LISA be beneficial or not to savers? Following the initial announcement of LISA  an updated technical note was published on 15 September 2016. This followed detailed discussions with the...

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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.