Category: Logic Wealth Planning Ltd

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...

David’s celebrating the Year of the Otter

David Curley our Financial and Registered Life planner believes in maintaining a balanced lifestyle and his passion outside of work is Wildlife photography, in particular Otters and Owls. He supports a number of charities but in particular, as 2016 is the year of the Otter and May 25th is Day of the Otter he is...

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...

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         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...

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...

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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.