Yianni is the owner of Logic Wealth Planning and has been an Independent Financial Adviser for over 25 years, fully qualified to Diploma standard.
He is in the industry because he wants to make a difference to people’s lives, by engaging with the client at every step, listening to the client at every stage and delivering more than expected in every way. This was Yianni’s vision when he set up Logic Wealth Planning in 2005, and since then it has continued to provide a pre-eminent service to a growing clientele, resulting in continued business expansion and growth. Most importantly there remains a firm emphasis always on the client and not just simply selling a product.
It’s Yianni’s firm belief that it’s his customer focussed team of staff who happily go the extra mile to give help and advice, together with many very satisfied and appreciative long standing clients, which have together combined to make this a thriving and successful growing business. Yianni and his long term partner have a teenage son, and in his spare time he tries to play golf – the emphasis on the word try ! There is also a rumour he was once a Structural Engineer turned Ballroom Dance Teacher. You can ask him the question personally!