Logic Wealth Planning - Heywood

Address: Sigma House, 9 Southgate, Green Ln, Heywood OL10 1ND, United Kingdom.
Phone: 8081234321.
Website: logic-wp.com
Specialties: Financial consultant, Investment service, Mortgage broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Logic Wealth Planning

Logic Wealth Planning Sigma House, 9 Southgate, Green Ln, Heywood OL10 1ND, United Kingdom

⏰ Open Hours of Logic Wealth Planning

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Logic Wealth Planning

Located at Sigma House, 9 Southgate, Green Ln, Heywood OL10 1ND, United Kingdom, Logic Wealth Planning offers expert financial guidance and investment services to individuals seeking a secure financial future. With over years of experience, their team of financial consultants provides personalized solutions tailored to each client's unique needs.

Specialties:

  • Financial consultant
  • Investment service
  • Mortgage broker

Logic Wealth Planning is easily accessible, with online appointments and on-site services available. The establishment is wheelchair-accessible, ensuring a welcoming environment for all clients. They are also LGBTQ+ friendly and require appointments in advance.

Average Opinion:

Logic Wealth Planning boasts an impressive 4.8/5 stars on Google My Business, indicating a high level of customer satisfaction.

One client, Adam Berry, praised Yianni's approach, stating that it put their mind at ease regarding their pensions and financial future. Yianni's expertise and genuine, person-centered approach made a significant difference in Adam's financial well-being.

Additional Information:

For a secure and personalized financial experience, Logic Wealth Planning is the ideal choice. Contact them today to schedule an appointment and take the first step towards a brighter financial future.

👍 Reviews of Logic Wealth Planning

Logic Wealth Planning - Heywood
adam B.
5/5

My mind has been put at ease with my pensions and the future. Something I have put off. And being a new business, out of employment and into Self employment, created a lot of worry financially. Yianni's skills, knowledge and experience in this area has given me options and a more positive approach with solutions that suit me and my finances. Yianni's approach is very person centered which is genuine, sincere and everything you would need to feel safe and secure for your financial affairs. Thank you.

Adam Berry

Logic Wealth Planning - Heywood
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.

Logic Wealth Planning - Heywood
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.

Logic Wealth Planning - Heywood
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.

Logic Wealth Planning - Heywood
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.

Logic Wealth Planning - Heywood
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

Logic Wealth Planning - Heywood
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.

Logic Wealth Planning - Heywood
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.

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