Britain fighting the virus

Britain and certainly Boris enjoys a good headline and that was certainly delivered this week. Our latest review looks at the important issues as we all assess investments and adjust to the new normal. Take a read…  Continue reading

Taking retirement income

When you consider accessing your pension pot there are many things to consider. Taking retirement income requires careful planning to make sure you have all financial bases covered.   Continue reading

Good, independent advice

Logic Wealth Planning works hard to give good, independent advice to clients. Operating in full compliance with the laws and regulations which govern the Financial Services industry helps us achieve that.  Continue reading

Golf fundraiser for Caudwell Children

Golfers from Logic Wealth Planning travelled to Spain recently to join celebrities and sports stars to take part in a golf fundraiser for Caudwell Children.  Continue reading

A business plan for your family finances

Never mix business and pleasure, they say. We disagree. A business plan for your family, with commercial ideas and targets, can help your family map out a formal route to financial wellbeing.  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

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

Essential retirement planning tips

The idea of retiring, taking things easier and enjoying pleasures you never had time for seems great. But not everyone can do that. Not everyone is financially prepared to stop working. Here are some checks and essential retirement planning tips to see if you’re ready to retire…  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

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

What assets do you need?

Assets come in all shapes and sizes. But what are they, what assets do you need and what works best when you are planning for different stages of your life and later retirement?  Continue reading

Supporting local organisations

Playing a fabulous round of golf, fundraising for local organisations and enjoying an amazing celebration evening at a superb Lancashire club amongst great company… what more could you ask for?  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

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