CORONAVIRUS – The changes we have made to our business

Logic Wealth Planning, balanced approach to wealth planning

A message from Logic Wealth Planning’s Managing Director, Yianni Theodorou: “I am writing to keep you informed about a number of recent changes I have made to our operation because of the current outbreak of Coronavirus in the UK.”

What’s changed
Acting on government advice, until further notice:

  • The Logic Wealth Planning Office in Heywood has now closed and staff are now working remotely.
  • My team can no longer arrange to meet clients on a face to face basis, however there are several alternative ways for you to reach out to us.

What’s still in place

I take this opportunity to give you my assurance that despite my team working remotely, Logic Wealth Planning continues to operate fully. Looking after our client’s remains our number one priority at all times and we continue to be here to help you if you need us.

  • I can confirm that our back office operation continues to run successfully, and my Administration Team alongside our Financial Advisers remain easily contactable and on hand to help should you need our guidance or assistance on any financial matters.
  • Most importantly I want to let you know that it’s business as usual. This has not changed.

How to keep in contact with us:-  
By Telephone  

  • Mon to Fri 9am to 5pm – please call us on 0808 1234 321 where a member of the team will be happy to help you.
  • Outside above hours – calls to the above number are not manned but we’ll ask you to leave a voicemail and we’ll get back to you as soon as possible.

By Email

Skype/Facetime  

  • We can agree to set up this kind of meeting with you if you prefer – please call us to arrange this.

By Post 

  • We will continue to collect the daily delivery of post to our office in Heywood and will respond to you directly.

Online

I hope this brings you up to date with the changes I have made to make sure that Logic Wealth Planning can continue to provide you with professional help and assistance. Please get in touch if you need us.

Yours,
Yianni Theodorou