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

Library

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

Pensions

Pensions Guide
Money Advice Service – Your Pension: Your Choices
Pension Transfers Triage – A Client Guide
Money Advice Service – Personal Pensions
Retirement Options Booklet 2020-2021
Personal Finance Society – Pension Transfer Advice Consumer Guide

Investments

ISA Guide
A Guide to Investing in volatile markets
Covid-19 – What does it mean for my 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

Mortgage Guide
Buy to Let Guide
Home Insurance Guide

Equity Release

Equity Release Guide
Money Advice Service – Releasing Equity from your home

Estate Planning

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

General

The Value of Financial Advice
Money Advice Service – Making the most of your money
Letter of Authority

0808 1234 321
info@logic-wp.com

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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.