Good, independent advice

Logic Wealth Planning, listening to clients

Logic Wealth Planning works hard to give good, independent advice to clients. Operating in full compliance with the laws and regulations which govern the Financial Services industry helps us achieve that.

Doing things right has always been important to everyone at Logic Wealth Planning. We don’t take short-cuts and we don’t rush things.

Our ethos is all about listening. We strive to understand what our clients want from life. Sometimes, it might take several meetings to fully appreciate what needs to be put in place.

Taking time is never an issue. Delivering the right advice is always our goal. To do that, we make sure we have the best people with a wide range of skills.

How do you get trusted financial advice?

There are many routes to getting trusted advice. Research always helps. It might be referrals from friends or colleagues. It could be because a company has received awards for the work they have done.

We like to think that we tick all of the above boxes. We are proud of our reputation.

For us, it also means working tirelessly to meet key regulatory objectives. This helps to protect investors and ensures that everything we do is transparent.

We also have George, Compliance Director, who helps us uphold professional standards. He is an experienced Governance, Risk & Compliance (GRC), Training and Competence (T&C) and Money Laundering professional.

Over the past 20 years, he has acted as an interim compliance consultant with various financial organisations. He has provided compliance support for both regulated and non-regulated activities.

A member of the Association of Professional Compliance Consultants (APCC) and a former Director of the Compliance Institute, we are delighted to draw on George’s extensive experience.

Giving a little back

We also believe in giving back to the community. George also provides Pro-Bono advice in his home town. He has helped people take on both regulated and non-regulated organisations. Collectively, they have received total redress in excess of six figures.

George has written numerous processes and procedures as a technical author for the financial services industry. This in turn helps others deliver high standards.

He also supports various charities. This includes attending charity golf days in the UK and other sunnier climes. George would tell you that when not working, and subject to fair weather, he spends his time playing unreasonable golf with friends and colleagues.

Logic Wealth Planning has many links with the golfing scene. We are one of the sponsors at Rossendale Golf Club, and each year we support Springhill Hospice with a golfing fundraiser.

Advisers you can trust

Having confidence in a financial advisor is important. In fact, it’s essential if you are to entrust them to give the best possible advice.

We believe in our people at Logic Wealth Planning. We also believe that we do things right.

Call us on 0808 1234 321 or email to arrange a no-obligation chat about wealth planning, protecting your family and your future financial plans.