Client reviews

It's so important to us that our clients feel happy and satisfied with our service. Asking for honest feedback is a great way for us to measure this.

Having never used a IFA before,I was very suspicious and sceptical. However, Yianni and the team were unfailingly honest, professional and up front from the start. They went above and way way beyond to satisfy my very specific demands for an investment platform. I’m pretty sure I got much more than my free initial consultation would justify, but I never got the impression Yianni was pushing to start charging. As we agreed, the initial impression can go a long way in setting up long standing relationships. Their fees were reasonable and made clear from the start. I never felt as if anything was kept from me. Communication was always prompt and clear. I am about to invest in a platform managed by Logic and have no hesitation in using them in the future.

(Dr B – Lancashire)

 

Gary – You’re a star! Thank you for all your help – we wouldn’t have the house without you, it’s much appreciated. 

(L&C – Saddleworth) 

 

The service provided by Dave Curley has been excellent and I am confident my money is being invested well. Dave was first class and I’m so pleased with the outcome 

(Mrs S – Fylde Coast)

 

I needed to look at retirement planning and life protection planning. Yianni helped me by consolidating my pension policies and putting adequate life insurance in place. As a result my pension has increased significantly and I have peace of mind if anything happens to me.

 (Mr L – Knutsford, Cheshire)

 

I’m very pleased with your service I’ll recommend it!

(Mrs B – Halifax)

 

Yianni is thoroughly professional. He takes the time to ensure you’re understanding and are clear about the subject. The amount of work undertaken behind the scenes and presented to us was staggering. Yianni was able to communicate that information to us in a language we could understand. He gave you time to think and actually made sure you did think it over thoroughly by giving time intervals between meetings. He explored all our possible thoughts around retirement to build an accurate picture of what was needed to achieve those “dreams” & indeed whether this was achievable & the level of risk attached to each scenario. (5 stars)

(Mrs P – Rochdale)

 

Yianni helped by providing information and services to enable Retirement. Logic provided an excellent service for me. 

(Mr B – Cheshire)

 

Gary Banks (Mortgage Adviser) is a credit to the company. He cannot do enough to help. Top Adviser !

(Mr T – Oldham) 

 

Yianni gave me top quality advice and directed me in the right way. I have seen the outcome I was hoping for and I don’t think they could have been more helpful

(MD – Leigh, Lancs)

 

Very happy with the advice given. Dave is always happy to explain in English what the figures mean !

(AB – Wakefield)

 

Hi Yianni, what I love about you is you always respond quickly and in detail! When I finally win the £156m on the Euro Lottery, you will be my first choice financial adviser!!  Keep things as you think, I completely trust your judgement!

 (Mr D – East Yorkshire)

 

As we all need good advice with money I was glad Yianni was suggested. Yianni makes everything simple for the layman to understand and takes away the issues to make any procedure simple. Auto enrolment has been simple and painless as was my personal pension. I would say he exceeded my expectations.

(SM – Swinton)

 

Gary was amazing! I would recommend him to friends and family 

(Janette – Littleborough)

 

I’ve found everyone at Logic to be very professional – they’ve made me feel so welcome and at ease with my investments. I couldn’t have asked for a better service! 

(Mary – Stockport)

 

I inherited a sum of money and didn’t have any financial worries so I decided to look into investing it for my children’s future. I believe knowledge is power and Yianni seems to have more than his fair share of it. He used it as though he was my ‘best friend’ giving me excellent advice and pointing me in the right direction as to where to invest the money. During this, my one and only journey into financial investment, he has kept me informed regularly of all details of how ‘the pot’ was actually growing.

Yianni explained in plain English what it was he was recommending. I took his advice and I am very glad I did because my ‘pot’ has grown quite substantially. I don’t think Yianni or any other financial adviser could have done more for me during the difficult times we are going through at present.

(Mr S – Rochdale) 

 

Good financial advice, keeping me informed and from the first meeting – very professional but friendly manner 

(Jeremy C –  Norden)

 

Initially he (Yianni) helped with insurance matters and was a great help in advising me in the right direction. As the years have progressed he has also given me advice with the investments I have and my pension. Making the right financial decisions can be a very tricky business but the help, advice and recommendations Yianni has given have worked out really well.

(Mr M – Burnley)

 

Hi Yianni – Many thanks for the length of time you allocated to myself and my husband during our two meetings. We really do feel you took the time and trouble to identify exactly what our requirements were and left your offices feeling assured in the decisions we reached.

With thanks and best wishes

(Mrs P – Heywood) 

 

Yianni and the team are fantastic, they make you feel so welcome. Yianni is very open and cares about your issues and without hesitation I would recommend Logic to anybody. I absolutely cannot find fault, all my needs where met including seeing me outside normal working hours  

(Lee –Milnrow)

 

Yianni and his team have always provided professional and friendly service not forgetting the excellent coffee and biscuits! 

(Mrs H – Norden)

 

Dave Curley is always there for help & advice

(Mr & Mrs G – Bury)

 

Yianni has always acted in my best interests for the last 20 years . He is polite, professional and alert to the customers requirement at all times. His industry knowledge always sets him apart from the rest … 

(Stan B – Rossendale)

 

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)

 

Excellent professional service! 

(Mrs C – Blackpool)

 

Yianni helped me to get my very first mortgage. He arranged a fantastic five-year fixed rate deal for me. He is very knowledgeable & 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. 

(Ms T – London)

 

Good advice from Dave and made easy to understand. 

(Chris – Manchester )

 

I don’t think there is anything he could have done better – excellent service provided both by Yianni and his team. 

(Andy F – Littleborough)

 

Nothing is too much trouble for any of the staff 

(Mr G – Poynton)

 

Yianni gave me a clear explanation of how pension laws have changed and how it affects me. I feel that I understand things much more clearly now.    

(Andy M – Lancashire)

 

It’s such a good company to deal with!    

(Mrs M – Bolton)

 

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)

 

 

 

 

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Logic Wealth Planning Limited is Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales number: 4206195. Registered Address: 18/19 Salmon Fields Business Village, Salmon Fields, Royton, Oldham, OL2 6HT. Trading address: Sigma House, 9 Southgate, Cross Street, Off Green Lane, Heywood, Greater Manchester, OL10 1ND. Telephone: 0808 1234 321.