Our name sums up our approach to financial planning - we want everything to be simple, clear and logical. This means we take the time to get to know you and explain things in plain English (avoiding financial jargon wherever possible!). We want you to help you make the most of your assets so you can lead a financially secure life and leave a lasting legacy from generation to generation.
Our expertise extends across all areas of financial planning and we're proud that Logic Financial Services is a Chartered Financial Planning firm meaning we demonstrate the highest commitment to professional standards, ethics and development of our staff. Both of our advisers are Chartered Financial Planners, which represents the "gold standard" for qualifications in the industry and means they are at the forefront of our profession.
Our expertise extends across all areas of financial planning and we're proud that Logic Financial Services is a Chartered Financial Planning firm meaning we demonstrate the highest commitment to professional standards, ethics and development of our staff. Both of our advisers are Chartered Financial Planners, which represents the "gold standard" for qualifications in the industry and means they are at the forefront of our profession.
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About us
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As a small company we work with a select group of clients - this means we develop a close relationship with each and every one to build mutual trust and respect. For us at Logic it's about providing the right advice at the right time.
We have a great mix of industry professionals, highly qualified advisers and paraplanners, specialist operations staff, all with one thing in common - working together to help Logic clients make the most of their assets so they can lead a financially secure life and leave a lasting legacy from generation to generation.
We have a great mix of industry professionals, highly qualified advisers and paraplanners, specialist operations staff, all with one thing in common - working together to help Logic clients make the most of their assets so they can lead a financially secure life and leave a lasting legacy from generation to generation.
Services
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We're currently working on an exciting addition to our service! We've listened to you and know many of our clients would like the ability to have more control over their financial plans. MyLogic is a new client portal that is launching shortly, which will allow you to keep an eye on your investments, pensions and savings.
Savings & Investments
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Setting aside money - whether in a straightforward tax-efficient savings account or a series of more complex investments - helps provide for your future needs. You may be saving for a specific purpose, such as a deposit on a house, school fees or a wedding; or perhaps received a large bonus from work or have a large sum of money sitting in your bank account earning little interest.
Retirement
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Whatever you are planning for your life after work, we can help you take steps to enjoy a comfortable and financially secure retirement. The State pension is designed to be just a part of your retirement income; to enjoy a good standard of living you'll need to set up a personal pension or belong to a company scheme.
Mortgages & Life Assurance
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Mortgages are the only way most of us can afford to fund our biggest investment: our home. Financial products - like insurance policies - are at their most useful when they are helping protect our families, our incomes or our property. Finding the right mortgage nowadays can be time-consuming as there are so many deals on offer from banks, building societies and smaller niche lenders.
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