Wealth, peace of mind and wellbeing

Like mental health, people in the UK also need to talk more openly about money to boost their wellbeing. The two can be linked, especially when financial worries cause stress and anxiety.  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

What are retirement income targets?

How much money is enough, and how much income will your pension savings give you in retirement? Tough questions, and more people are using retirement income targets to help work through the numbers.  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

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

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

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