Life planning to avoid the unexpected

Making regular savings while you earn is relatively easy, but when income falls in later life, making the right financial decisions can be tricky. Life planning can help you forecast what cash you will need, and when…  Continue reading

Managing income during retirement

People with defined benefit, or more commonly known as final salary pensions, have income options when they reach 55 years of age.  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

Don’t lose track of old pensions

If you have changed jobs a few times, moved home, or started a company pension scheme but forgotten about it when you switched employer, your savings could be part of an estimated £400m in unclaimed UK pensions.  Continue reading

Financial goals we should all consider

Sticking loose change in a bottle is one thing, but adopting a range of regular money management habits will help you achieve a much healthier financial future. Start now to achieve your goals!  Continue reading

Investing to pay university costs

The cost of a degree education has been steadily climbing in recent years, with much confusion and worry caused about student loan repayments. There are, however, ways you can plan investments to help your children and grandchildren manage finances through university…  Continue reading

Don’t chance it without life insurance

Health risks top many people’s concerns when asked what affects their general happiness, but an alarming number still don’t take out life insurance to provide financial support for themselves and their families.  Continue reading

Making pension assets work harder

When you run a business and want to invest and expand, getting the right capital in place can be complicated. Logic Wealth Planning helped one growing Lancashire firm utilise pension assets to help progress their ambitious plans…  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

When should I start a pension?

Pension regrets, we’ve had a few, but it’s never too late to think about the income you will need during retirement. Deciding what you want from life will help you make those decisions…  Continue reading

Logic celebrates International Women’s Day

Logic celebrates International Women’s Day   These days, women can achieve anything men can – in sport, business, socially and during retirement. It wasn’t always that way. International Women’s Day celebrates the progress made, but calls for continued action to achieve gender parity in all aspects of life. International Women’s Day has been marked for over […]  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

Great night at the Professional Adviser Awards!

The Professional Adviser Awards 2018 took place in mid-February at The Brewery in the heart of London. It was a fabulous occasion, celebrating the best financial advice companies in the UK. Logic Wealth Planning was delighted to be part of it…  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

Keeping your Pension Plan on Track 

 Keeping your Pension Plan on Track   – Is Your Pension Plan on Track ? The Pensions and Lifetime Savings Association (PLSA) has come up with a suggestion to help people keep their pension plans on track. It’s called for savings targets to be put in place to help individuals save enough for a good pension for their […]  Continue reading

Personal Finances – so what are your weak spots?

No matter what age you are it’s likely you have a weak spot when it comes to Personal Finances. In fact, it’s pretty much inevitable, no one’s financial armour is infallible. What steps can you take to shore up your defences? MONEY’S TOO TIGHT TO MENTION Younger people are often struggling to save, let alone contribute towards […]  Continue reading