Suggesting that someone is deliberately planning to fail is harsh, but fail to plan the best route to financial peace of mind and there’s a good chance that you will fall short of your goals.

We’re all about planning. There’s no guess work at Logic Wealth Planning, no fingers crossed and no hoping that things turn out right. We listen, offer suggestions, then help clients to plan a comfortable financial future.

We also review plans regularly to make sure that our clients are always on the track.

The phrase “The person who fails to plan, plans to fail” or combinations thereof have been attributed to Benjamin Franklin, one of the Founding Fathers of the United States. Wise words.

The sentiment is certainly thought-provoking. Why would you go into any situation with little or no preparation? It’s asking for trouble.

Where money, wealth and retirement income is concerned, it really would be crazy to leave matters to chance.

We plan just like our clients

When it involves your estate and future income there needs to be plenty of thought. You must understand what you want to achieve and how you’d like to get there.

Remembering we’re like our clients is at the heart of our philosophy. We’ve all experienced hardship, struggled to juggle the household budget and maybe over-committed with some buying decisions.

Along the way, life will throw up many such challenges. There could be personal issues, financial crises, changes in family circumstances that have knock-on effects, or maybe poor decisions you make.

We’ve all been in that particular boat.

So we’ve had to plan, too. Our personal experiences and years of dealing with clients puts us in a great position to understand your situation.

Understanding your financial goals

To make any plan, you need to know where you want to be in five, ten and twenty years. This forms the bedrock of our approach to planning. We get under the surface, make you think and ask a few probing questions.

We make you take a look at your life and consider how you want to move forward.

That might involve careful budgeting, taking out effective insurance cover, redirecting investments, or changing the risks that you are exposed to.

That’s why we plan, to put you in the best position to adapt and deal with any unforeseen occurrences. We all need a contingency!

Here to help you plan ahead

We created a manifesto that maps out our philosophy and motives to best support the people we help, people just like us.

Logic Wealth Planning offers friendly, no-nonsense independent financial advice. We set out to make financial planning a hassle-free process for all our clients.

Whatever we do, it’s at your pace, on your terms, as and when you need advice.

Give us a call on 0808 1234 321 (freephone) or email info@logic-wp.com to arrange a convenient time to discuss your life and wealth plans.