Independent Financial Advice – How can we help you ?

If you haven’t used the services of an Independent Financial Adviser (IFA) before, here are some more details of who we are, what we do and the kind of help we can give you. 

How can we help you ?

Based in Heywood, Greater Manchester, Logic Wealth Planning was set up in 2005, serving both the local and national community. With over 100 years combined experience, we advise corporate and personal clients with a well-rounded honest, unbiased holistic financial planning service.

We’re here to help you deal with a wide range of Financial matters, and we’re happy to offer you a free no obligation initial appointment so that we can find out more about your circumstances and plans, and help you to understand your options. Please call us on 0808 1234 321 and we’ll be pleased to arrange this.

Here are some examples of the kind of professional help we provide to our clients :

Pension Planning  We can help you to select the most effective savings method to plan financially for your long term future, either in the form of making regular payments or as ad hoc lump sums, giving you peace of mind that you will still be able to live your life comfortably and to the full during your retirement years.

Investment Planning  We can help you to invest your finances wisely in the mid to long term, to enable you to accumulate wealth and provide additional capital resources for your future.

Cashflow Planning  By providing you with Cashflow planning we can enable you to consider what financial support you will require both to maintain your current life style and in the short/long term future, and then put appropriate financial provision in place to cover this.

Protection  We can help you to select an appropriate form of protection, depending on your circumstances, which will insure you and your family, either in the form of a monthly income or a lump sum payment in the event that you become too ill to work or pass away.

Estate Planning  By providing Estate Planning we can ensure that your final property and healthcare wishes are honoured and your loved ones are provided for in your absence.

Mortgage Advice  Our Mortgage specialist provides support and advice to clients who want to secure a mortgage, including those who are self-employed, or re-mortgaging, or wanting to ‘buy to let’.

Equity Release  Equity Release is sometimes called a lifetime mortgage. It’s a way of unlocking tax-free cash from the value of the home, without having to move out, often to make retirement a little easier or to fund home improvements.

Auto Enrolment  It’s now compulsory for employers to automatically enrol their eligible workers into a pension scheme. We can provide your business with all the necessary guidance to understand set up and maintain the process.

Prepaid Funerals We can give you guidance and advice on pre-planning and pre-paying for a funeral at today’s prices, which means you can choose the kind of funeral you want and the director’s fee for it are paid, no matter how prices rise in the future.

As one of the leading IFA practices in Greater Manchester, Logic Wealth Planning has a team of experienced Financial Advisors specialising in Wealth Management. Working closely with clients in the Heywood, Rochdale, Bury and surrounding areas across the North West, we believe that however modest your income may be, when it comes to Pensions, Savings and Investments  we provide the very best financial advice, ensuring that your money is working hard for you and allowing you to enjoy a comfortable lifestyle right through to and including your Retirement years. For your first meeting with us – entirely free and without obligation – please call us now on 0808 1234 321. We look forward to hearing from you.