Our people

A business is only as good as it's people and we think we have some of the best.

Take a look at our fantastic team who work so hard together to give the very best service to our Clients.

Yianni Theodorou
Yianni Theodorou

Director and Financial Planner

Nathan Lewis
Nathan Lewis

Compliance Director

David Curley
David Curley

Financial Life Planner

Stephen Trenholm
Stephen Trenholm

Independent Financial Planner

Gary Banks
Gary Banks

Mortgage Adviser

David Rowley
David Rowley

Life Assurance & Protection Adviser

Alan Chiang
Alan Chiang

Para Planner

Hazel Welch
Hazel Welch

Office Manager

Morgan Payne
Morgan Payne

Trainee Administrator

Dee Summers
Dee Summers

Marketing Manager

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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.