Logic Wealth Planning Limited

Initial consultation free
Independent financial adviser
A caring professional Financial Planning practice we put our clients centre stage in everything we do, 'Your Journey is Ours'.

We can advise you on

222
£150k+
£150k+
£150k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Yianni Theodorou B.Eng (Hons) Dip PFS CeMAP
Managing Director & Financial Planner
Mr Mark Persechino
Financial Planner
Mr Benedict Quinn
Financial Planner

What our clients say

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Andrew F
Wanted to access pension fund. Explained thoroughly in lay man terms, sorted everything out, as it would have been too complicated for me to carry this out myself.Approached my existing pension...
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Andy M
I wanted to understand how the new law on pensions affected me. Yianni gave me a clear explanation of what's changed and how it works - I feel that I understand things more clearly now. I now...
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Kirsten
Came into some money that I required investing. helped me find the right investment opportunities. yes, I still find it confusing but yianni is always willing to explain everything in a way that I...
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Jenny K
I needed advice about pensions. Yianni reviewed my current pensions and gave me various options on how to achieve the pension I would like when I retire. I've now consolidated 2 old pensions into a...
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Peter
Yianni has been IFA to members of my family (extended) for some time now, and one trusts what one grows up with (I have come to rely on Yiannis sound advice), I would go further and say that Yianni's...
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John B
Pension planning and consolidation. He recommended a solution to rationalise various pensions and improve returns. My pension has been brought into one place and I am happier that I can see how it is...

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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