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Who We Are
How We Help
What We Do
Our Team
Library
Technical Docs
News
Contact Us
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Library

Our library contains a growing selection of documents, guides and brochures to help you to plan your finances.

Pensions

Personal Pensions (Money Helper)
Your Pension: Your Choices (Money Helper)
Pension Transfer Triage – A Client Guide
Retirement Options Booklet
Pension Transfer Advice Consumer Guide (Personal Finance Society)
An Introduction to Pensions

Investments

ISA Guide
A Guide to Sustainable and Ethical Investments
Key things to remember in times of investment uncertainty
How emotions affect decisions
The importance of remaining invested
We must also flourish
How long do I have to wait?
COVID-19 Why you shouldn’t panic

Life Insurance

Life Insurance Guide
Life Cover Shortfall Calculator
What is Critical Illness Cover?

Mortgages & Equity Release

Mortgage Guide
Buy to Let Guide
Home Insurance Guide
Equity Release Guide
Releasing Equity from your Home (Money Advice Service)

Estate Planning

Inheritance Tax Guide
A Guide to Making Your Will
Wills Information Sheet

General

The Value of Financial Advice
Making the most of your money (Money Advice Service)
Letter of Authority
Logic Wealth Planning Tax Guide

0808 1234 321
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Logic Wealth Planning Limited is Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales number: 4206195. Registered Address: 18/19 Salmon Fields Business Village, Salmon Fields, Royton, Oldham, OL2 6HT. Trading address: Sigma House, 9 Southgate, Cross Street, Off Green Lane, Heywood, Greater Manchester, OL10 1ND. Telephone: 0808 1234 321.