Is equity release right for me?

Being able to enjoy the cash tied up in your home sounds like a great idea, especially in retirement. But is it the best option for you, and is the time right to use that equity?  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

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

Self-employed MUST plan for retirement

Freelancers, self-employed, small business owners and contractors all know that monies should be put aside for later life, but finding the cash to top up pension pots for retirement can be difficult.  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

Investing with a single income

Single people in the UK are finding it hard to save towards their future, with a recent survey revealing that less than half of them are investing enough of their income to secure comfortable retirement funds.  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

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

Who are the sandwich generation?

Saving for your own retirement is hard enough, but what happens when you’re still supporting children and elderly parents? You are probably part of the growing sandwich generation.  Continue reading

Family finances – start the conversation

Talking to kids about money is never easy. Just saying “no” doesn’t help them appreciate the value of things, or realise the importance of saving and planning. Ideally, we should start the conversation about family finances as soon as possible…  Continue reading

Consolidating investments for peace of mind

With multiple investments causing an administrative headache, and some of them held in higher risk products, a Cheshire client needed advice on his investments, and to simplify matters. The goal was peace of mind.  Continue reading

Have saving habits changed for Millennials?

Born after 1983? If so, you’re a Millennial, somewhere between 18 and 35 years old. Did you know that this age group is already saving and planning for their long-term financial future.  Continue reading

Investment client, Ironman, fundraiser…

A long-standing client relationship isn’t just about investment in financial products. It’s about believing in people. Logic Wealth Planning is delighted to sponsor Chris Forde’s amazing Ironman efforts…  Continue reading