New Year, new website

Out with the old and in with the new, they say, and Logic Wealth Planning has certainly done that. For us it’s a New Year, new website with a fresh look and some great images.   Continue reading

Don’t rush pension decisions

A steady income during retirement is important, but so too is making the right decisions when you are presented with complex financial options. The best advice is don’t rush pension decisions.  Continue reading

Wealth, peace of mind and wellbeing

Like mental health, people in the UK also need to talk more openly about money to boost their wellbeing. The two can be linked, especially when financial worries cause stress and anxiety.  Continue reading

Morgan strikes early financial hat-trick!

Investment in people is essential, especially in the financial services sector. One of Logic Wealth Planning’s apprentices, Morgan, has just scored a hat-trick of exam passes, but there’s a longer-term goal in his sights…  Continue reading

Money tips for new parents

The arrival of Meghan and Harry’s new baby, Archie, has gripped the nation, but the royal couple is unlikely to worry about their newborn’s financial future. For most parents, a few money tips are usually very welcome…  Continue reading

Extra income to boost your savings

Having two or three jobs is the new norm for many people. The extra income can help to cover bills, make those special purchases and increasingly allow people to save for the future.  Continue reading

The good news about pensions

Yes, there really is good news about pensions. That’s despite Brexit and the other issues that face the UK economy and its savers. There are tax breaks, an increased Lifetime Allowance and flexible options.  Continue reading

Wise words about money

Trying to understand how to make the most of money, savings and investments can be a minefield. Logic Wealth Planning starts by listening, then we can offer some wise words about money. Here’s how we like to operate…  Continue reading

A growing team of talented people

Every business needs great people, and the financial services profession relies on skilled advisers and administrators who communicate and work well together. Logic Wealth Planning is lucky to have a growing team of talented people, with new arrivals who have shared recent commercial experiences.  Continue reading

What is wealth planning?

Wealth planning isn’t just for millionaires, it’s for everyone. It’s about how you make the best of the assets you own, your income and your investments. Wealth planning ensures that you and your family can look to the future with confidence.  Continue reading

The top rated UK financial advisers

Recognition, great feedback and positive reviews mean a lot, especially for independent financial advisers. Logic Wealth Planning’s MD has been included on the 2019 Guide to the UK’s Top Rated financial advisers, published in The Times newspaper.  Continue reading

Tick, tock – time to use ISA allowance

Some investments are all about timing, and making the most of an annual ISA allowance is essential for you to enjoy maximum tax-free savings. Check your ISA investments before the tick, tock of the tax year clock counts down…  Continue reading

Will banning nuisance calls stop pension scammers?

The UK government has now banned nuisance calls, texts and emails relating to pensions. People of retirement age have been warned to remain on their guard for pension scammers.  Continue reading

Missing bolts, Ed Sheeran and Australia!

How does Ed Sheeran fit in with missing bicycle parts and a trip to Australia? It was just another phase of gruelling triathlon qualification for Logic Wealth Planning client Chris Forde. Read about the Manchester man’s latest exploits here…  Continue reading

Why are women’s pensions still less than men’s?

In November 2018 the age that men and women collect their state pensions was equalised. Both are now eligible from the age of 65. But coupled with private pensions, the sexes are far from financially equal.  Continue reading

Why businesses need shareholder protection insurance

When a business partner dies there are implications for the surviving partner(s). Shareholder protection provides a safety net and helps minimise the impact on the organisation’s future operation.  Continue reading

Celebrating the UK’s top rated financial advisers

The 2019 list is out. The names of the UK’s top rated financial advisers have been revealed. Based on customer reviews compiled by ‘Vouched For’ website, Logic Wealth Planning’s MD is on the prestigious list…  Continue reading

What is a financial health check?

A trip to the doctor can be daunting, but a financial health check is often a mystery to many people. Getting your money, savings and overall life plan in order should be a top priority. We can help to make it a painless experience…  Continue reading

Growing appetite for protection policies

Protecting family lifestyles and business investments is becoming more common. As people plan more for the future, they are also arranging more protection policies as health consciousness increases.  Continue reading

Don’t let pension scammers win

The pension freedoms introduced by the UK government in 2015 have given millions of retirees greater flexibility with their money. Sadly, without the right advice some have seen scammers take their pensions.  Continue reading