Financial planning process
See our visual aid which outlines our financial planning process.
What we do
First you’ve got to know where you’re going. Only then can you plan how to get there.
When faced with the prospect of retiring, many people ask themselves firstly, what will they do next, and secondly, how will they pay for it?
And that’s the point at which we at Logic Wealth Planning change role, from life planners to financial planners. Our task now is to prepare for you a personalised financial roadmap, selecting and combining the investments which can support the lifestyle you want. But only investing at a risk level that meets your risk profile and your capacity for loss and objectives.
Depending on your stage of life, our service can include pension planning, rationalisation of existing policies, mortgages and financial and succession planning for business owners. We can also advise on wealth management, lifestyle protection, equity release, will writing, prepaid funeral planning and the funding of long-term care fees. Any one, or several of, our areas of expertise may play a part on the roadmap we will create for you.
The roadmap that is designed to take you to your ultimate destination: financial independence.
Please click here to find a more visual aid which outlines our financial planning process.
Accumulating wealth
Who doesn’t want to beat the financial markets? In the real world, it makes sense to take a more balanced approach to investments.
Funding for retirement
Just because you’re planning to retire from work doesn’t mean you’re planning to retire from life.
Planning for business owners
Devote more time to running your business. And less time under the sink checking the u-bend.
Auto-Enrolment
Auto-enrolment will have a massive impact on all employers, but we can help you every step of the way.
Securing your retirement lifestyle
‘The unexamined life is not worth living.’ You might say the same about an unplanned retirement.
Protecting your lifestyle
If your lifestyle is important to you, it’s probably worth thinking about how to protect it.
Retiring early
Taking early retirement, and why it can make sense to quit while you’re ahead.
Estate planning and long term care
Preparing to leave something to your family might seem a daunting task, but it doesn’t need to be.
Specialist mortgage advice
If you’re seeking a mortgage, specialist advice is no longer a luxury.
