Client stories

We build long-term relationships with our clients.

Our team of Financial Advisers has helped many people throughout the Manchester, Bury, Heywood and Cheshire areas, to achieve the things that matter most in their lives. Take a look at some of these examples.

Protecting your income

For this former printer, he wanted to ensure that he could maintain his lifestyle even in the event of sickness or an accident.

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Cashflow planning

For these two business owners, having the ability to sustain their desired lifestyle both now and in the future was of paramount importance.

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Protecting the family

Steve and Alison understood that protecting their family was a high priority. They required guidance to understand what next steps to take.

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Equity release

Equity release plans are not right for everyone but for this couple they fully considered their options before deciding it was the route for them.

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Protecting your estate

It is important to ensure that your estate passes intact to those that you choose; Luke sought advice from us to discuss his options fully.

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Investing for income

Freda wanted to ensure that her current investment portfolio was performing as it should. She met with us to bring clarity to her financial position.

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Retiring early?

Early retirement is rarely a full stop but a milestone with significant changes. We undertook a full review of Mr P’s current planning and his lifestyle to determine his position.

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Protecting your business

The directors of this business wanted to remain in control of the business following the death of any one of them. They wanted to look at their options in detail. This is where we came in.

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Logic Wealth Planning Limited is Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales number: 4206195. Registered Address: 18/19 Salmon Fields Business Village, Salmon Fields, Royton, Oldham, OL2 6HT. Trading address: Sigma House, 9 Southgate, Cross Street, Off Green Lane, Heywood, Greater Manchester, OL10 1ND. Telephone: 0808 1234 321.