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  11. Logic Financial Services Ltd.

Logic Financial Services Ltd.

Independent Financial Adviser  Bank Chambers, Watlington, Oxfordshire, OX49 5AB
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FCA authorised
Last authorised 17th May 2021
Providing the right advice at the right time...every time.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MISS Deborah Simon BA (Hons) APFS
Chartered Financial Planner
MR Harjeet Heer BSc(Hons) MBA FPFS
Chartered Financial Planner
MS Lindsey Hamilton APFS
Chartered Financial Planner
About us

Here at Logic Financial Services Ltd, we are proud of our expertise across all areas of
financial planning. We work with a select group of clients, developing a close relationship with each and every one to build mutual trust and respect.

We want our clients to make the most of their assets to help them lead a financially secure life and be able to leave a lasting legacy from generation to generation.

Our services

What you can expect from us:
• Advice that is unbiased, professional and delivered to you in straight-talking language
• A clear, transparent charging structure
• Careful, simple administration of your financial plans
• Chartered Financial Planners who want to get to know you and who will always work in
your best interests
• A logical approach to everything we do

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Bank Chambers, 2 Hill Road, Watlington, Oxfordshire, OX49 5AB

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