Nothing is “off the shelf” at Logic Wealth Planning. We think it should be about tailored services, and that means getting a full understanding of your future financial needs before we do anything else.
Much will depend upon your stage of life. Is the family still growing, are you looking to move up the property ladder, how is your career developing and are you considering new business options?
Only then can we plan and talk about pension and wealth planning, mortgages, perhaps equity release, financial and succession planning for business owners, wills or estate and care fees planning.