Mark went above and beyond, discussing financial issues outside the planned remit of the conversation. He fully understands my financial priorities and aims, and he’s given me a good awareness of the ongoing services provided by Logic. I would definitely recommend Mark to others.
BR, Leeds
I’ve been with Logic a number of years and Mark took over my account a while back. I feel he has a thorough understanding of my current financial situation and objectives, and I’ve never had need to consider the advice from him to be anything other than in my best interest. I woud recommend Mark to family and friends.
DS, Rochdale
Mark was great – he has a good understanding of my financial aims and has made sure that I’m aware of the ongoing services and how the firm is remunerated. His clear explanations helped us understand some unclear paperwork. It was a good meeting with positive outcomes.
JB, West Yorkshire
Thanks to all who assisted my late brother, mum and myself over the years — Logic has always been a reliable and trusted partner,
MW, Rochdale
My husband and I appreciate the exemplary standard of professionalism & the work that is done prior to meetings, to ensure we are always fully informed. Our Adviser Yianni is extremely knowledgeable and happy to devote his time to ensure all our questions are answered fully. I would have no hesitation in recommending this firm – the client really does come first.
BP, Heywood
I initially looked for help from Yianni to transfer pension funds. He has since helped me immensely over the last few years and the outcome has been good advice and ongoing growth of investments. I can’t fault the service provided by Yianni and Logic Wealth Planning.
JH, Lancashire
I have known and worked with Yianni for many years and will trust nobody else. I needed assistance combining old auto enrolled pensions to my personal one. Where the organisations of the AE Pension schemes were less than helpful, Yianni made a simple job of the transfers. I’ve had the outcome I was hoping for and I don’t believe he could have been any more helpful.
SM, Merseyside
I met Yianni when I was needing advice regarding my pensions. He helped get all my pensions together and looked after my life insurance cover. The advice from Yianni has been first class and I feel secure that my money is in good hands. He couldn’t have done any more to help me, I’m really pleased with how my money is looked after, and even when I was not contributing my pension has been growing all the time.
LC, Rochdale
I had some money from an accident insurance claim and I needed advice on how to manage it. Yianni guided me to get the best investment for my risk profile and has helped me to consolidate some work pensions that had been sealed. I have been very satisfied with the performance of my investment and for me personally I don’t think there is anything that he could have done better.
JC, Rochdale
I was needing help and advice relating to transferring pensions. Yianni gave me initial help and has since completed my pension transfer. I’ve achieved the outcome I wanted and he continues to give me advice going forward.
Mr C, Harrogate