Great reviews show client confidence

Logic Wealth Planning is delighted to announce that Managing Director Yianni Theodorou has met the qualification criteria for the 2020 Guide to the UK’s Top Rated Advisers, distributed in The Times.

The “VouchedFor” Guide is the UK’s largest celebration of great financial advice. It is based on verified client reviews.

In fact, around 120,000 reviews and advisor checks are used to produce an independent validation of the fantastic work being done by advisers around the country.

The accolade is a real feather in Yianni’s and the firm’s cap. Being recognised by people who use Logic Wealth Planning’s services is an honour.

It shows that people place trust in our independent advisers. They are also happy to share feedback via online reviews.

There will be an 18-page print supplement distributed in The Times on the 8th February 2020.

The Top-Rated publication will also go online as a digital guide between March and December 2020.

No rest for the MD

With another busy month ahead, there’s no time for celebrations. The champagne and cake have been put on hold while there are clients to help.

However, a delighted Yianni had this to say: “When it comes to customer service there is no better way than to collect feedback from your customer to evaluate whether you are doing the right thing.

“VouchedFor is a great platform for our clients to express themselves and tell us what they really think about us.”

For Yianni, this is the third year he has met the qualification criteria for the VouchedFor Guide. It’s a great achievement, but more importantly, it highlights the level of service that is given to each and every client.

Yianni added: “The main ingredients for a successful relationship between customer and adviser is to ensure the adviser pays attention to the customer’s requirements and to satisfy their objectives.

“To do that the adviser has to be on the customer’s wavelength, listens more than they say and gains a clear understanding of their needs and aspirations.

“Having empathy is key to all the above and the by-product is trust.  Without trust, everything falls down.  You have to adapt to each personality. That’s the challenge.”

Independent financial advice

It’s good working with people you trust, people who have been recommended. We like that because we try to think like our clients. After all, we have the same issues and the same concerns.

Getting good, impartial financial advice is essential if you are to make the decisions that are right for you and your family. That’s what we offer.

Please be aware the value of investments or income from them can fall as well as rise. We’re here to help you make informed decisions.

Call the Logic Wealth Planning team on 0808 1234 321 or to arrange a convenient time to kick-start the conversation.