Logic Wealth Planning Limited

Independent Financial Adviser SIGMA HOUSE 9 Southgate, Cross St,, Off Green Lane, Heywood, Greater Manchester, OL10 1ND
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Yianni Theodorou B.Eng (Hons) Dip PFS CeMAP
Managing Director
David Curley MIFS DipFA CeMAP CeRER MIFP RLP
Financial Planner & Registered Life Planner
adviser-person
Stephen Trenholm CeMAP DipFA PETR MLIBF
Independent Financial Planner
Gary Banks CeMAP
Mortgage Adviser & Protection Specialist
What our clients say
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 companies and provided an online database with all the information on, so that we can access it at any time and see how our funds are doing. Money has been released from pension funds, not sure how the remaining investment is doing, especially with the problem in China. Don't think there is anything he could have done better, excellent service provided both by Yanni and his team.
Andrew F, Lancashire
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 new fund and so far the return is as expected but it's not been running long enough yet to answer this question more fully. I can't think of anything that could have been done better. Yianni has always provided me with the information that I've needed in an easy to understand way and not only that he has a genuine interest in his clients' personal lives as well as their financial lives so you don't feel like you're just a name and number. He also has a great team who are more than willing to help if he isn't available.
Jenny K, Lancashire
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 understand the options available to me once I reach 55 including how tax needs to be considered if I want to draw out any money. Yianni is a good listener and always explains things clearly. He has a lot of experience with pensions so I value his advice. I am pleased with his service.
Andy M, Lancashire
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 advice as been integral in enabling my family s sustainability. Yianni has stepped in dealing with insurance policies that would not normally be open to me, Equity release, Mortgage planning and now advises my company in reference to Pensions. Everything is exactly as was planned to be and has fallen in to place, if it were not then i know with certainty that Yianni would step up to facilitate to fix the situation. From my perspective (only) just stick to the salient points (Yes the law demands a plethora of information, some may say information overload) however Yianni can when prompted cut passed all that and make the process less painful (alas it's not a sexy industry).
Peter, Lancashire
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 can understand. As I have a lack of knowledge I can't think of anything that could be done better as I am always happy with what is going on with my investments
Kirsten, Lancashire
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 performing. Everything was done well and I, in relation to my pension, could not have been any better.
John B, Lancashire
Initial requirement for Life Insurance, private healthcare and Keyman Insurance,. Plenty of simple advice, a good spread of options to choose from and nothing to complex. Yes.
Robin, Lancashire
Yianni helped me to get my very first mortgage. He arranged a fantastic five-year fixed rate deal for me. Yianni is very knowledgable and committed to what he does, which means that you can rely on him to provide a great and reliable service. I am now on the property ladder, and extremely grateful to him for all his help.
Doulla, London
I needed reliable advice about Life Insurance to ensure my family are covered in the event that I die or cannot work. Yianni explained how insurance works and suggested some options for me to consider. Meeting with Yianni led me to choose the right cover and this has given me peace of mind. I was very happy with Yianni's help. He is a good listener and very patient. He made a difficult subject much easier to understand. I would recommend his services.
Lynda, Lancashire
have known Yianni for many years and when I thought about reviewing and perhaps changing my pension I asked him for advice and help. He gave me good professional advice and helped me to understand how pensions operate and the changes I could make which would benefit my circumstances. I'm pleased with my new pension arrangements and it feels as though my money is now being invested more effectively. Yianni gives professional advice in a friendly way. I cant think of what he could do better.
Alex, Lancashire
Needed a mortgage to buy my house. I also need to invest my pensions. When i was introduced to Yianni he was very warm and welcoming, he went to great detail in explaining all the option available, in such away i could understand, and i felt very safe in letting Yianni take care of my needs. I got a great deal on my mortgage and my pension increased so much i was very excited and pleased. What could Yianni do better. Nothing he was PERFECT!
Christopher, Lancashire
Needed advice on setting up SSAS Pension Scheme. He found a suitable provider and, at a later date, helped me move the Scheme from a SSAS to a SIPP. Yes all OK.
John, Lancashire
Where to find us

SIGMA HOUSE 9 Southgate, Cross St,, Off Green Lane, Heywood, Greater Manchester, OL10 1ND

Make an enquiry
About us

Based in Heywood,serving both the local and national community. With over 100 years combined experience of advising corporate and personal clients providing them with a well rounded and holistic financial planning service.

Our services

We help our clients identify, achieve and maintain their desired lifestyle and thereby helping them live their life to the full. The firm has a very down to earth approach in everything it does and this is reflected in a calming,friendly and warm office environment. Every member of the team is an honest, well mannered and professional individual and mindful that customer service is always top of the list. This leads to clients regularly popping into the office unannounced if they are passing by for a general chat or a brew!

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Logic Wealth Planning Limited is Authorised and Regulated by the Financial Conduct Authority. The Financial Conduct Authority (FCA) regulates financial services in the UK and you can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register or by contacting the FCA on 0800 111 6768.

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