Category: Our people
Adjusting to lockdown life
So much has changed since the beginning of March and adjusting to lockdown life has been a challenge to people, businesses and other organisations around the world. Continue reading
CORONAVIRUS – The changes we have made to our business
A message from Logic Wealth Planning’s Managing Director, Yianni Theodorou: “I am writing to keep you informed about a number of recent changes I have made to our operation because of the current outbreak of Coronavirus in the UK.” Continue reading
Good, independent advice
Logic Wealth Planning works hard to give good, independent advice to clients. Operating in full compliance with the laws and regulations which govern the Financial Services industry helps us achieve that. Continue reading
Morgan strikes early financial hat-trick!
Investment in people is essential, especially in the financial services sector. One of Logic Wealth Planning’s apprentices, Morgan, has just scored a hat-trick of exam passes, but there’s a longer-term goal in his sights… 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
A growing team of talented people
Every business needs great people, and the financial services profession relies on skilled advisers and administrators who communicate and work well together. Logic Wealth Planning is lucky to have a growing team of talented people, with new arrivals who have shared recent commercial experiences. Continue reading
Missing bolts, Ed Sheeran and Australia!
How does Ed Sheeran fit in with missing bicycle parts and a trip to Australia? It was just another phase of gruelling triathlon qualification for Logic Wealth Planning client Chris Forde. Read about the Manchester man’s latest exploits here… Continue reading
Old masters win the golf
The standard was a few shots shy of the golf on show at the Carnoustie British Open, but Logic Wealth Planning’s staff golf day at the Rossendale club was a fabulous success. Continue reading
Team golf day
Sometimes, you need to treat the staff. They work hard, they go the extra mile, and that dedication should be reciprocated. So we’re closing the Logic Wealth Planning office for an afternoon in mid-July, getting the golf clubs out, and having drinks and a slap-up meal. There are prizes to recognise another year of fabulous […] Continue reading
Rewarding Finance Apprentice opportunity
Logic Wealth Planning is an award-winning company with a great reputation for customer care. We’re looking for an ambitious and enthusiastic Apprentice to join our friendly team in Heywood, near Bury. Continue reading
Finance apprenticeship pays dividends
A Bury College student is literally in the money having successfully completed a Business Administration apprenticeship with a financial services company. Continue reading
Growing the company, recognising the staff
Getting the balance right in business is essential to any company’s success. Logic Wealth Planning has enjoyed continuous growth, and making sure the valued staff are recognised is just as important. Continue reading
Morgan’s apprenticeship success story
Apprentices are the future British leaders. The financial planning industry embraces on-the-job training. Here’s Morgan’s story about working with Logic Wealth Planning on his apprenticeship… Continue reading
Emergency First Aid at Work
First Aid is something many of us take for granted until an accident happens. In the office environment, it’s essential that some (if not all) team members understand how to react when an emergency crops up. Continue reading
Welcome to Morgan Payne
We’re very pleased to welcome Morgan Payne who has joined the company as a Trainee Administrator. After studying Sports and Exercise Science at Leeds University, Morgan made the decision to change his career path and move into Financial Services, so in this Trainee role he is now working closely with our Para Planner and Advisers […] Continue reading
Alan Chiang joins our team !
We’re really pleased to announce that Alan Chiang has joined the Logic Wealth Management team as a Paraplanner, to help support and assist our busy Financial Advisers. Alan brings a wealth of experience, having worked for over 25 years in Financial Services mostly in London, including previous employment with Barclays International dealing with FX and […] Continue reading