Throwing everything at it

The Week in Review… a chance to catch up on the things that affect our daily lives, working week and finances..   Continue reading

Jargon-free advice

Financial information, regulations and legal requirements seem to get more complex every year, so Logic Wealth Planning aims to give jargon-free advice that offers clients a clear picture about money.   Continue reading

Interest-only mortgage? Start planning now…

An interest-only mortgage helps to keep monthly costs down, but can cause problems when the term ends. Start planning now to have all financial bases covered.  Continue reading

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

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

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

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

Get personal finances in great shape

The New Year and January encourage fresh thinking and determination. As well as diets, detox and downsizing, getting your personal finances in shape should be a priority.  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

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

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

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

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

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

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