The Logic philosophy

Helping people understand what they want from life and money is central to the Logic philosophy. We ask questions and listen to our clients so we can offer wise words about money.

Based in Heywood, Greater Manchester, we exist to provide good independent financial advice. To us, sitting down and asking a few questions seems the logical way to approach things.

We like to listen more than we talk.  

That enables us to establish what is important to our clients, what makes them tick and what they hope to achieve now and in the future.  

We do this because we know what it’s like to be presented with unexpected challenges. Nothing in life is guaranteed, so making the best possible preparations to handle everyday ups and downs makes sense.

We are financial experts. So we look to take the pressure off our clients’ shoulders.

The bigger picture

Wealth is much more than having money and assets. It’s about people’s general health and wellbeing. Financial, personal and emotional issues are often connected.

Money worries, not having a pension or stressing about what might happen if you die unexpectedly without a will in place can lead to anxiety and mental health issues.

That doesn’t help the individual or their families.

Logic Wealth Planning helps clients to look at the bigger picture so that an overall life plan can be put together, at a pace that everyone is comfortable with.

Peace of mind

Our why is all about putting people at ease. We think that’s important when you’re about to make major decisions that will affect your future.

Family finances, pensions, investments and estate planning are complex matters. Without someone to guide you through the jargon it can be daunting. People just want to feel confident when they handle their financial affairs.

They like to be properly informed and fully equipped. Having that reassurance helps to put our clients in control. They are spoken to professionally, by qualified people who understand the concerns surrounding money.

So one of our main objectives is to give people peace of mind when we have helped them. That way, they can enjoy the important things in life.

Independent advisers you can trust

We all have dreams about the future, and we all hope to enjoy a comfortable retirement. To achieve that we look to people we can trust to get the right advice about planning our lives and money.

Logic Wealth Planning has given independent financial advice for many years. We have worked with clients to provide solutions and give them the peace of mind they need to pursue their dreams.

We think we do a great job, but don’t take our word for it. Read a selection of client reviews on our website, here.

Please be aware the value of investments or income from them can fall as well as rise. We’re here to help you make informed decisions.

Call us on 0808 1234 321 or info@logic-wp.com to discuss wealth planning driven by the Logic philosophy.    

* Logic Wealth Planning provides independent financial advice in Manchester, Bury, Rochdale, Cheshire and the surrounding area, but not limited to the region.