Category: Logic Wealth Planning Ltd

Celebrating ongoing business growth

Mid-May marked a special anniversary at Logic Wealth Planning. As the business has expanded it’s been necessary to bring in many new people, and in May 2015 a larger office was required. Here’s celebrating four years at our Heywood base.

Wise words about money

Trying to understand how to make the most of money, savings and investments can be a minefield. Logic Wealth Planning starts by listening, then we can offer some wise words about money. Here’s how we like to operate…

What is wealth planning?

Wealth planning isn’t just for millionaires, it’s for everyone. It’s about how you make the best of the assets you own, your income and your investments. Wealth planning ensures that you and your family can look to the future with confidence.

FINALISTS for Professional Adviser Awards 2018 !!

This prestigious award seeks to reward excellence within financial services, and we’re delighted to announce that Logic Wealth Planning is short-listed for Adviser Firm of the Year in the North West. Professional Adviser Awards FINALIST 2018 On Thursday 08Feb18, Yianni Theodorou (Logic’s Managing Director) will be attending a dinner at The Brewery in Clerkenwell, London...

Life and wealth planning the logical way  

Understanding what you want from life is the key to making the best financial choices. Investments should reflect your most deeply-held values but also suit your risk profile. That’s where a firm that asks questions, listens and understands can help. Welcome to Logic Wealth Planning… For some time advisors at Logic have started conversations with...

Sitemap | Privacy policy
vouchedfor-logic
proadviser
bury-ifa
proadviser
top250vf

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.