Logic Wealth Planning - Heywood

Discover Exceptional Financial Planning with Logic Wealth Planning

Nestled in the heart of Heywood, at Sigma House, 9 Southgate, Green Ln, Heywood OL10 1ND, United Kingdom, Logic Wealth Planning offers a comprehensive suite of financial services tailored to meet your unique needs. With their address easily accessible via 8081234321 or their user-friendly website logic-wp.com, clients can expect a seamless experience from the start.

Specialties: Logic Wealth Planning stands out as a multidisciplinary firm offering Financial Consulting, Investment Services, and Mortgage Brokerage. Their broad range of expertise ensures they can address any aspect of your financial health, from planning and consulting to securing investments and mortgages.

For those seeking convenience and inclusivity, Logic Wealth Planning doesn't disappoint. They offer online appointments, ensuring you can schedule your meeting at your convenience. Their services extend to providing on-site consultations, making it easier for you to discuss your financial matters without the need for travel. The office is fully wheelchair-accessible, featuring a car park, entrance, and toilet designed to accommodate all visitors. This commitment to accessibility underscores their dedication to serving the entire community.

Clients have overwhelmingly praised Logic Wealth Planning, with an impressive average opinion of 4.8/5 based on 18 reviews on Google My Business. This high rating reflects the company's commitment to excellence and customer satisfaction.

Here are some key points to consider if you're looking to engage with Logic Wealth Planning:

- Expertise in Financial Services: From consulting to investment, they cover it all.
- Accessibility: Their inclusive practices ensure every client feels welcome and accommodated.
- Convenience: With options for online and on-site appointments, scheduling is flexible.
- Positive Reviews: Their high rating is a testament to their quality service.

For anyone considering their financial future, it's highly recommended to reach out to Logic Wealth Planning. You can schedule a consultation, learn more about their services, or simply get advice tailored to your financial goals through their website. Given their commitment to customer satisfaction and comprehensive service offerings, it's clear why their clients leave with a sense of security and clarity about their financial path.

Don't miss out on the opportunity to gain valuable financial insights and planning from professionals who genuinely care about your success. Visit their website or give them a call at 8081234321 today to book your appointment and take the first step towards financial freedom. Logic Wealth Planning is LGBTQ+ friendly and welcomes all inquiries, so your financial journey is in capable hands.

👍 Reviews of Logic Wealth Planning

helenmags1

5/5

Have been a happy client of Logic for many years now. Didn’t have a fortune to invest, but have always been treated with professionalism and courtesy by Yianni and his team.
Everything is explained clearly when I have my financial reviews, and Yianni always takes time to be certain I fully understand before concluding any meeting. As someone without a background in financial services this enables me to feel confident in my choices.
I have recently been in the position to begin taking an income from my investments and thanks to Logic I am in a far better financial position than I had hoped to be.

Kath A.

5/5

We have been a client of Yianni's for over 26 years. The advice we have received from Yianni and his team has always been completely honest and beneficial. We have recommended him to family who are also completely satisfied, and we would have no problem in recommending Logic Wealth Planning to anyone.

Dobbins S. D.

5/5

My hubby and I have known Yianni for many, many years and trust him implicitly. He has advised us on mortgages, investments and sorted out a pension 'minefield' for us (no easy feat). We have recently had our annual review with Logic in their modern, clean, well equipped offices and we were both very impressed with their up to the minute technology where we can access information via the personal finance portfolio on our smartphones. Nothing is too much trouble for Yianni and his team. Communications are excellent and we cannot recommend Logic highly enough. You won't find better anywhere.

a P.

5/5

I have been a client of Yanni for over 20 years. I have always found him to be professional and always explains my current financial position and the options for the future. The other members of Logic Wealth are also very professional and supportive. Would recommend them.

Helen A.

5/5

We have used Yianni and his team for many years, for Personal investment planning, pension advice and some business financial planning. Yianni gives an excellent personal service, he spends time and works hard for you. We find him to be honest and trustworthy and would not hesitate to recommend him to family and friends. He has an excellent team working along side him

jo H.

5/5

I have known Yanni for many years now through my previous job at a Local solicitors and have used Logic for over 15 years!
I would certainly recommend them as being genuine and not at all pushy. Great products recommended and also people and team. Keep up the good work.

Sandra P.

5/5

I have used Logic Wealth Planning for several years and had amazing help when I was in an extremely difficult situation. Yianni takes time to explain every aspect of my financial standing and the results have been beyond expectations.
I would recommend the company to anyone looking for help with their future financial security.

Derek A.

5/5

I have been a client for 3 years and have received a good level of service from the team. There has always been a high level of communication between me and my adviser Yianni, he has made things simple and easy to understand. I would recommend Logic Wealth to anybody looking for help in financial services. D Albiston