I’ve been a customer for 6 years during which time I have been comfortable with the handling of my investments. No pressure to sell me unsuitable products so they could obtain commission. My last contact was for an annual review with Mark Persechino, my new Advisor who went to great lengths to establish a rapport with myself so renewing confidence to continue my dealings with them. Clear jargon free advice given with regard to my financial future
Mr J D
I have been with Yanni for a few years and I have been pleased with the financial help he has given me. I’m sure he will continue to help me in the future.
Ms H from Royton
Having never used a IFA before,I was very suspicious and sceptical. However, Yianni and the team were unfailingly honest, professional and up front from the start. They went above and way way beyond to satisfy my very specific demands for an investment platform. I’m pretty sure I got much more than my free initial consultation would justify, but I never got the impression Yianni was pushing to start charging. As we agreed, the initial impression can go a long way in setting up long standing relationships. Their fees were reasonable and made clear from the start. I never felt as if anything was kept from me. Communication was always prompt and clear. I am about to invest in a platform managed by Logic and have no hesitation in using them in the future.
Dr B, Lancashire
I am very happy with the service offered by Logic. In particular I am grateful to my Financial Adviser for being willing to come to the house for appointments as it would be difficult for me to get to the office.
Mrs B, West Yorks
I feel my investment is handled well by my Financial Adviser and I get prompt responses to any queries.
PD, North Yorks
We have dealt with Yianni for over twenty years, and been extremely happy with everything he has done for us. We would highly recommend his services to anybody. Everyone of his staff are very professional and work to Yianni’s high standards. Excellent company to deal with.
I have been a client of Logic for many many years and in all that time I have found them to be an excellent company with really friendly staff and all know the financial markets inside out. We have never had anything but good advice and wonderful service from them. I would not hesitate to recommend them to anyone needing financial advice of any kind.
Mr and Mrs C, High Crompton
I have been a client of Yianni for over 20 years. I have always found him to be professional and always explains my current financial position and the options for the future. The other members of Logic Wealth are also very professional and supportive. Would recommend them.
We have used Yianni and his team for many years, for Personal investment planning, pension advice and some business financial planning. Yianni gives an excellent personal service, he spends time and works hard for you. We find him to be honest and trustworthy and would not hesitate to recommend him to family and friends. He has an excellent team working alongside him.
Mrs A, Ramsbottom
I worried about my finances for the future but Logic Wealth Planning’s Financial Adviser has put my mind put at ease.
Mrs G, Bury