Originally Yianni gave me financial advice nearly 30 years ago for a Mortgage. The advice was so good and has been ever since – and here we are all these years later. We were unable to get a mortgage – Yianni found a good one for us. Since then, Yianni has looked after my Pension(s) and the results are far better than average year on year. What could they have done better? That’s a difficult one as I’m not a financial expert. Yianni explains everything clearly and everyone is extremely helpful. Fantastic customer service. There isn’t anything more that I could ask for.
Ms R, Heywood
I had a defined benefits pension pot that I wanted to access via drawdown, so needed specialist help and advice of the options and risks involved. Yianni helped by thoroughly explaining the rigid rules and regulations applying to my situation and was open and honest about the pitfalls that may occur. Also explaining the rigorous regulatory checks placed on himself personally and professionally to ensure the correct outcome in my personal circumstances was achieved. He went over and above the level of analysis I was expecting. I am very happy with the outcome which has given me the flexibility and future financial stability I required. Thanks again for the work and attention to detail you put into this Yianni.
Could not be better – thanks to advice from Logic Wealth Planning I’ve had an excellent return on my investments over the last 10 years.
Mr B, Walshaw
Yianni has been very professional, very knowledgeable and very easy to get on with.
Mr F, Radcliffe
I asked Yianni for help as I had poorly performing pensions that I had neglected for too long. First of all he provided education about pensions and he helped me consolidate various pensions and put me back on track. I am very grateful that he was recommended to me, he has greatly improved my prospects for a secure financial future. Considering the position I was in previous to meeting Yianni, the outcome to date has by far surpassed my expectations, I am very happy with the service I have received. He has lived up to his statement of integrity, I trust this man implicitly
Mr H, Oldham
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.
Gary Banks – You’re a star! Thank you for all your help – we wouldn’t have the house without you, it’s much appreciated.
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
In today’s climate I feel it is imperative for each of us to maximise our investment potential. Therefore it makes sense to take professional advice. Yianni takes the time to listen to client’s needs and explains clearly and concisely. Therefore I feel confident I know exactly how my investments are working for me. So far I’ve been extremely pleased. Both Yianni and his team are always available to answer queries.
Ms W, Todmorden
I have recently reached the age of 65 and needed help to gain the best out of my pension pot. Yianni sorted out everything for me and made the process must easier than I expected. I could not have expected more from Yianni. He was extremely helpful and very friendly and put me at ease.
Ms G, Saddleworth