What are retirement income targets?

How much money is enough, and how much income will your pension savings give you in retirement? Tough questions, and more people are using retirement income targets to help work through the numbers.  Continue reading

What assets do you need?

Assets come in all shapes and sizes. But what are they, what assets do you need and what works best when you are planning for different stages of your life and later retirement?  Continue reading

Supporting local organisations

Playing a fabulous round of golf, fundraising for local organisations and enjoying an amazing celebration evening at a superb Lancashire club amongst great company… what more could you ask for?  Continue reading

Don’t let pension scammers win

The pension freedoms introduced by the UK government in 2015 have given millions of retirees greater flexibility with their money. Sadly, without the right advice some have seen scammers take their pensions.  Continue reading

How much is enough to retire?

How much do you need to save to be able to enjoy a financially comfortable retirement? It’s the golden question. Too many people underestimate what they’ll need to retire, then realise when it’s too late…  Continue reading

Family finances – start the conversation

Talking to kids about money is never easy. Just saying “no” doesn’t help them appreciate the value of things, or realise the importance of saving and planning. Ideally, we should start the conversation about family finances as soon as possible…  Continue reading

Consolidating investments for peace of mind

With multiple investments causing an administrative headache, and some of them held in higher risk products, a Cheshire client needed advice on his investments, and to simplify matters. The goal was peace of mind.  Continue reading

Wealth planning for the future

Who wants to work forever? There are some, often passionate, driven people who live to work. For many others, having more time, travelling and exploring fresh leisure opportunities is what the future is all about.   Continue reading

Golf with a spring in our step

The Logic Wealth Planning office loves a round of golf. So for the third year running, our annual Charity Golf Day raised funds for the wonderful Springhill Hospice in Rochdale.  Continue reading

Have saving habits changed for Millennials?

Born after 1983? If so, you’re a Millennial, somewhere between 18 and 35 years old. Did you know that this age group is already saving and planning for their long-term financial future.  Continue reading

Investor strikes Gold Coast

In June, we featured investor client, iron-man and fundraiser Chris Forde. One of our long-term clients and just back from competition in Denmark, Logic Wealth Planning is delighted to sponsor Chris as he next prepares to jet off to Australia’s Gold Coast…  Continue reading

Are pensions too complicated?

Baffled by financial jargon and confused by investment terminology? Many people think that pensions are too complicated and they put off thinking about their future. Hopefully, we can help to make things easier to understand…  Continue reading

How to save towards rising private school fees?

Fees at independent schools now average £17,000 per year. A private education costs money, we all know that. But what are the most effective ways to prepare, save and invest to give children the best possible schooling?  Continue reading

How to be a good saver?

Building a nest egg, saving for a rainy day and having a contingency fund are phrases we’re all familiar with. But how many of us could say that we are a good saver?  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

Pension warning from FCA

Pension freedoms introduced in 2015 gave people greater financial flexibility in retirement. The Financial Conduct Authority (FCA) is concerned that some are taking poor decisions with their money.  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

Estate planning to help your family

You don’t need a castle, acres of land and a fleet of luxury cars to consider estate planning. It applies to us all. It’s a process that you should begin if you want your wealth and possessions passed to relatives with minimal cost and fuss when you die.  Continue reading

Investment client, Ironman, fundraiser…

A long-standing client relationship isn’t just about investment in financial products. It’s about believing in people. Logic Wealth Planning is delighted to sponsor Chris Forde’s amazing Ironman efforts…  Continue reading