Five tips to stay on top of your finances

Putting things off until another day is easy, but where money is concerned it can be a huge mistake to avoid sorting out your finances. Here are five tips to help you stay on top.  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

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

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

How much is enough to retire?

How much do you need to save to be able to enjoy a financially comfortable retirement? It’s the golden question. Too many people underestimate what they’ll need to retire, then realise when it’s too late…  Continue reading

Wealth planning for the future

Who wants to work forever? There are some, often passionate, driven people who live to work. For many others, having more time, travelling and exploring fresh leisure opportunities is what the future is all about.   Continue reading

Golf with a spring in our step

The Logic Wealth Planning office loves a round of golf. So for the third year running, our annual Charity Golf Day raised funds for the wonderful Springhill Hospice in Rochdale.  Continue reading

Investor strikes Gold Coast

In June, we featured investor client, iron-man and fundraiser Chris Forde. One of our long-term clients and just back from competition in Denmark, Logic Wealth Planning is delighted to sponsor Chris as he next prepares to jet off to Australia’s Gold Coast…  Continue reading

Are pensions too complicated?

Baffled by financial jargon and confused by investment terminology? Many people think that pensions are too complicated and they put off thinking about their future. Hopefully, we can help to make things easier to understand…  Continue reading

How to save towards rising private school fees?

Fees at independent schools now average £17,000 per year. A private education costs money, we all know that. But what are the most effective ways to prepare, save and invest to give children the best possible schooling?  Continue reading

How to be a good saver?

Building a nest egg, saving for a rainy day and having a contingency fund are phrases we’re all familiar with. But how many of us could say that we are a good saver?  Continue reading

Pension warning from FCA

Pension freedoms introduced in 2015 gave people greater financial flexibility in retirement. The Financial Conduct Authority (FCA) is concerned that some are taking poor decisions with their money.  Continue reading

Team golf day

Sometimes, you need to treat the staff. They work hard, they go the extra mile, and that dedication should be reciprocated. So we’re closing the Logic Wealth Planning office for an afternoon in mid-July, getting the golf clubs out, and having drinks and a slap-up meal. There are prizes to recognise another year of fabulous […]  Continue reading

Rewarding Finance Apprentice opportunity

Logic Wealth Planning is an award-winning company with a great reputation for customer care. We’re looking for an ambitious and enthusiastic Apprentice to join our friendly team in Heywood, near Bury.  Continue reading

Life planning to avoid the unexpected

Making regular savings while you earn is relatively easy, but when income falls in later life, making the right financial decisions can be tricky. Life planning can help you forecast what cash you will need, and when…  Continue reading

Growing the company, recognising the staff

Getting the balance right in business is essential to any company’s success. Logic Wealth Planning has enjoyed continuous growth, and making sure the valued staff are recognised is just as important.  Continue reading

Financial goals we should all consider

Sticking loose change in a bottle is one thing, but adopting a range of regular money management habits will help you achieve a much healthier financial future. Start now to achieve your goals!  Continue reading

Don’t chance it without life insurance

Health risks top many people’s concerns when asked what affects their general happiness, but an alarming number still don’t take out life insurance to provide financial support for themselves and their families.  Continue reading

Making pension assets work harder

When you run a business and want to invest and expand, getting the right capital in place can be complicated. Logic Wealth Planning helped one growing Lancashire firm utilise pension assets to help progress their ambitious plans…  Continue reading

From Client to Compliance Director!

Some things in life have wonderful symmetry. Nathan Lewis loved being a colleague and client of Yianni Theodorou (Logic Wealth Planning, MD) so much, not long after the firm was established he teamed up with his friend again and is now part of a growing financial services company. Read his story…  Continue reading