The Logic philosophy

Helping people understand what they want from life and money is central to the Logic philosophy. We ask questions and listen to our clients so we can offer wise words about money.   Continue reading

Christmas & New Year at Logic Wealth Planning

The Logic Wealth Planning office closes between Christmas and New Year, but we always respond to urgent enquiries. Here’s our contact details for the festive period…  Continue reading

Wealth, peace of mind and wellbeing

Like mental health, people in the UK also need to talk more openly about money to boost their wellbeing. The two can be linked, especially when financial worries cause stress and anxiety.  Continue reading

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.  Continue reading

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…  Continue reading

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.  Continue reading

From Client to Compliance Director!

Some things in life have wonderful symmetry. Nathan Lewis loved being a colleague and client of Yianni Theodorou (Logic Wealth Planning, MD) so much, not long after the firm was established he teamed up with his friend again and is now part of a growing financial services company. Read his story…  Continue reading

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 […]  Continue reading

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 […]  Continue reading

Market Outlook 2018

Market Outlook 2018 Architas was formed in 2008 to help investors meet their investment goals through their range of multi-manager solutions. At the time of writing, the total amount of assets managed and advised on by Architas totalled £23 billion.* Architas is a member of the global AXA Group, a worldwide leader in financial services with […]  Continue reading

Another successful Golf Day for Caudwell Children’s Charity

Another successful Golf Day for Caudwell Children’s Charity Knaresborough Golf Course in Harrogate was the fantastic location for this year’s Charity Golf Day, held in August to raise funds for the Caudwell Children’s Charity. The event was organised by Paul Thomas from Kirby & Co, Financial Advisers of Harrogate, and the day was very well […]  Continue reading

Logic celebrate their 2017 Charity Golf Day !

Logic celebrate their 2017 Charity Golf Day ! Following the success of their first Golf Day in 2016, Logic Wealth Planning held their second Charity Golf Day at the beginning of September this year. Rossendale Golf Club was once again chosen as the venue and over 50 guests, friends and clients of the company gathered […]  Continue reading

Logic Wealth Planning’s Charity Golf Day – 01Sep17

YOUR INVITATION TO JOIN US After the success of our first Charity Golf Day in July 2016 we’re planning to do it all over again this September, and details are shown below. Once again the line-up will be good golf, good company, good food and a drink or three – ! And most importantly we’ll […]  Continue reading

The 2017 UK General Election the results

The 2017 UK General Election the results The 2017 UK General Election has ended in a hung parliament after the Conservatives failed to secure the majority pollsters had predicted in the run-up to yesterday’s vote. With just a handful of constituencies still to declare a winner, the Conservatives were projected to win 318 seats, Labour […]  Continue reading

Independent Financial Advice – How can we help you

Independent Financial Advice – How can we help you ? If you haven’t used the services of an Independent Financial Adviser (IFA) before, here are some more details of who we are, what we do and the kind of help we can give you.  Based in Heywood, Greater Manchester, Logic Wealth Planning was set up […]  Continue reading

What 2017 might mean for your investments

What 2017 might mean for your investments As this remarkable year comes to an end, we’d like to give you an insight into Architas’ thoughts on what’s happened in 2016, to an outlook for 2017 and what this might mean for your investment portfolios. This user-friendly infographic outlines Architas’ thoughts on the extraordinary events that have characterised 2016, […]  Continue reading

Yianni Theodorou – 60 second interview !

Yianni Theodorou 60 second interview ! The Wealth and Finance Magazine is a well known publication which is distributed to thousands of professionals in the Finance Sector so we were delighted to hear that they had invited Yianni Theodorou (our Managing Director) to complete a 60 second interview and form an article for the October […]  Continue reading

Professional Adviser Awards 2017 – We are finalists again !

Professional Adviser Awards 2017 – We are finalists again ! The Professional Adviser Awards take place each year to recognise and reward excellence in the Financial Services sector. Out of the many thousands of Financial Services companies operating across the UK, Logic Wealth Planning were delighted to be short listed for the first time in […]  Continue reading

Your Investments after President Trump !

Your Investments after President Trump ! It has finally been decided and in the long awaited results of the US Election, the American public have opted for Donald Trump as their new leader & President. Love him or hate him, the American public see him more as their saviour than Hilary Clinton, a very unexpected result […]  Continue reading

Raising funds for Zack

Alex Petsas – one of Logic Wealth Planning’s long standing clients – made us aware recently of the story of a little boy called Zack who was born with cerebral palsy due to having been starved of oxygen at birth. Alex himself has a son called Alexander who has Downs Syndrome, so he is only […]  Continue reading