Tag: Heywood and Bury financial planning
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