The Annual Professional Adviser Awards 2019 – Logic Wealth Planning shortlisted as finalists again!
This years Professional Adviser Awards took place in February 2019 in the heart of London.
Once again this was a truly prestigious black tie occasion, bringing together valued members of the financial services sector from across the length and breadth of the UK, to showcase their outstanding professional knowledge, skills and commitment to client care.
The event took place at The Brewery which is a impressive historic building, located centrally in the heart of the city. As a Grade II listed venue on the site of Whitbread’s 18th Century beer-making operations, it’s a popular and favoured location for this annual event.
As always the occasion provided a perfect opportunity to catch up and network with old friends and competitors, discuss latest developments in the industry and create useful business to business connections over dinner and drinks – an excellent way to combine business and pleasure.
Logic Wealth Planning reached the shortlist at this year’s Professional Adviser Awards and were one of 4 finalists selected to compete in the “Adviser Firm of the Year in the North West 2019” category.
Foresight Wealth Strategists were finally chosen as the ultimate winner in the North West category and Logic’s managing director Yianni Theodorou, offered them his warmest congratulations. He said “Although we were naturally disappointed not to win, I’m delighted that our company has reached the shortlist stage for the fourth consecutive year and that the judges continue to recognise our exceptional customer service, our attention to detail, and our holistic approach to financial planning. Logic Wealth Planning is made up of a team of talented and exceptionally committed people, all working closely together to offer excellence in everything we do, so I’m very proud that this continues to be highlighted so clearly and consistently”
Logic Wealth Planning provides independent financial advice in Manchester, Bury, Rochdale, Cheshire, and the surrounding area, but not limited to the region