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

Our Charity Golf Day was a huge success !

Logic Wealth Planning of Heywood recently held their first Charity Golf Day at Rossendale Golf Club, in order to raise funds for Springhill Hospice in Rochdale. Over 40 golfers made up of friends, clients and colleagues went along to enjoy a day’s golf and a dinner with awards afterwards. Said Yianni Theodorou, Managing Director, “Springhill […]  Continue reading

Will you sponsor David on the Memory Walk ?

Will you sponsor David on the Memory Walk ? David Rowley from Logic Wealth Planning together with his wife Lynne, will be taking part in a Memory Walk, in Delamare Forest on 24Sep16 in aid of the Alzheimer’s Society. This is a subject close to David’s heart as he will be completing the event in […]  Continue reading

Alyson Conway’s a winner with Virgin Money!

Alyson Conway’s a winner with Virgin Money! Logic Wealth Planning would like to send our best wishes and congratulations to Alyson Conway from Virgin Money who was a winner at last week’s British Mortgage Awards. Alyson later commented – ‘I want to start by saying a huge thank you to you all. I attended the British […]  Continue reading

How well can YOU spot a financial scam?

Over 5,000* people were conned into sending planned payments to scammers’ bank accounts last year. Attempts to defraud people of their savings and pensions are rising, constantly evolving and becoming increasingly sophisticated; we all need to guard against fraud. How well can YOU spot a financial scam? It’s always important to think twice before giving […]  Continue reading

Logic Wealth Planning Charity Golf Day – 29July

CALLING ALL GOLFERS! To help raise funds for Springhill Hospice in Rochdale, Logic Wealth Planning are holding a Charity Golf Day at the end of July 2016. We have a limited number of places still to fill so if you would like to take part (either with your own team of 4 or coming along […]  Continue reading

Brexit – in the run up to the referendum

Brexit – what does it mean to your investments? Nobody is confident they know what the result of the EU referendum is likely to be on 23rd June and we won’t find out until the day after polling closes. This lack of predictability is causing uncertainty in markets and generating confusing headlines from bookies and pollsters, […]  Continue reading

Senior financial professionals join the PIMS Cruise in May 2016

The P&O Cruise Ship SS Arcadia was the luxurious venue for the recent Personal Investment Marketing Show (PIMS) which set sail from Southampton for a 3 day conference, during May 2016. This exclusive event brought together a hand-picked selection of senior industry professionals from financial planning businesses across the UK, with attendance by personal invitation […]  Continue reading

What do IFAs actually do?

What does the role of an IFA entail, and how can they help you grow your money? Independent Financial Advisers (IFAs) help people with their long-term financial planning, including investments, pensions and annuities. Some will also help people with life assurance and mortgages. They may also help in specialist areas like inheritance tax planning, estate […]  Continue reading

Logic Wealth Planning hit VouchedFor’s Top 250 IFAs list!

The Sunday Times recently published a supplement listing the Top 250 IFAs in the UK based on reviews on the independent consumer ratings website VouchedFor.co.uk.         We’re proud  to say that Yianni Theodorou was featured as highly recommended by 46 of his clients, all rating his services over 4 stars out of 5, which […]  Continue reading

World Stock Markets – Separating the drama from the data

With the world’s stock markets showing volatility, concerns continuing about the Chinese economy, and the recent fall in oil prices, some investors could be forgiven for wondering if we’re about to see a rerun of the financial crisis of 2008. However, many commentators are encouraging us to read the data and not be swept along by the […]  Continue reading

Baby Boomers V Millennials – Who fares best in Financial Matters?

Baby Boomers v Millennials  When it comes to personal finances, which sector of the population has the best deal? The government’s Work and Pensions Committee has launched an inquiry into ‘intergenerational fairness’1, to assess whether the widening gulf in intergenerational wealth is a direct result of government policy, or of wider economic and demographic trends. […]  Continue reading

Yianni and friends enjoy some Golf in the Sun!

Yianni and friends enjoy some Golf in the Sun! There’s no magic formula for a great business idea. However, the ones that get traction do share certain characteristics. That’s why Yianni Theodorou (far left -Logic Wealth Planning), Paul Thomas (Kirby & Co IFA), Richard Cornwell (St James’s Place Wealth Management) and Sam Shibil (The Mortgage […]  Continue reading

We’re supporting Chris Forde !

We’d like to introduce you to Chris Forde. He’s one of Logic Wealth Planning’s valued clients and in his day job he’s an engineer, but in his spare time he has a surprising hobby. At the age of 56 Chris is an amazing athlete and with a real passion for keeping fit, he finds that […]  Continue reading

Office closing early due to snow

Owing to today’s heavy snowfall in and around Heywood, Logic Wealth Planning’s office will close at 1pm today (Fri 04Mar16) and reopen again as usual Mon 07Mar16 at 9am. Apologies for any inconvenience this may cause. If you need to leave us a message in between times please call us on 0808 1234 321      Continue reading

Professional Adviser Awards 2016 – Logic Wealth Planning – Highly commended!

The Professional Adviser Awards for 2016, celebrating Excellence in Financial Advice, were held last week in London. More than 200 firms entered the awards, which are in their 11th year and seek to reward excellence in financial advice and the wider sector. A black-tie ceremony took place at The Brewery in London on 11 February […]  Continue reading

Logic Wealth Planning sponsor Rochdale Law Association Dinner

Logic Wealth Planning sponsor Rochdale Law Association Dinner Logic Wealth Planning were proud sponsors of Rochdale Law Association’s Annual Dinner which was held this month in The Peacock Room at The Crimble. The Rochdale Law Association was formed in December 1905 and this event celebrated the great work which it’s members have continued to provide in […]  Continue reading

We’ve been short-listed for a Major Award!

Professional Adviser Awards – 2016 More than 200 firms entered the Professional Adviser awards, which are in their 11th year and seek to reward excellence in financial advice and the wider sector. Here at Logic Wealth Planning we’re delighted to announce that we’ve reached the final short-list for the Professional Adviser awards of the Year […]  Continue reading

Keith and Heather are Winners!

Keith & Heather are Winners! We recently invited Yianni Theodorou’s clients to give us their feedback about his service by submitting a review onto the Vouchedfor website. This lists over 7,000 Top Rated Solicitors, Financial Advisers, Mortgage Advisers and Accountants and is widely used by those who are looking for highly recommended Professionals. Lots of […]  Continue reading