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.

Financial planning process

See our visual aid which outlines our financial planning process.

read more

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.

read more

Funding for retirement

Just because you’re planning to retire from work doesn’t mean you’re planning to retire from life.

read more

Planning for business owners

Devote more time to running your business. And less time under the sink checking the u-bend.

read more


Auto-enrolment will have a massive impact on all employers, but we can help you every step of the way.

read more

Securing your retirement lifestyle

‘The unexamined life is not worth living.’ You might say the same about an unplanned retirement.

read more

Protecting your lifestyle

If your lifestyle is important to you, it’s probably worth thinking about how to protect it.

read more

Retiring early

Taking early retirement, and why it can make sense to quit while you’re ahead.

read more

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.

read more

Pre Paid Funeral Plans

What is a Funeral Plan and why you should consider purchasing one

read more

Specialist mortgage advice

If you’re seeking a mortgage, specialist advice is no longer a luxury.

read more

Equity release

The roof over your head could become your retirement income.

read more

Sitemap | Privacy policy

Logic Wealth Planning Limited is Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales number: 4206195. Registered Address: 18/19 Salmon Fields Business Village, Salmon Fields, Royton, Oldham, OL2 6HT. Trading address: Sigma House, 9 Southgate, Cross Street, Off Green Lane, Heywood, Greater Manchester, OL10 1ND. Telephone: 0808 1234 321.