A warm welcome to Logic Wealth Planning

You might imagine we’d want to talk about money, investments and pensions. Actually, they’re the last thing we’re going to bring up.

We believe that before you can hope to develop a sound financial plan you need an equally sound plan for your life. Creating something like that is called ‘Life Planning’. It’s a new and developing field, which is assisting thousands of people better prepare for their future. It can genuinely help give a more secure, contented and fulfilling retirement.

The idea is to encourage clients to dig deeper, to examine their values and find out what’s really important to them. For us at Logic Wealth Planning, that means asking our clients some pretty searching questions. And the most challenging, and revealing, of them all is what we call the ‘24 hours Question’.

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The ‘24 hours Question’. The biggest ask of all.

The idea of this question is to imagine that, for some reason, you’ve only got 24 hours left to live.

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Our people

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

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What we do

First you’ve got to know where you’re going. Only then can you plan how to get there.

The ‘24 hours Question’ - indeed, the entire life-planning process - will have caused the participant to put their life in the spotlight.

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Client stories

We build long-term relationships with our clients.

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Our why

The thing our clients value most has no price. It’s called peace of mind.

All companies, whatever business they’re in, have a culture that’s particular to them. A goal that they pursue, often to the exclusion of almost anything else.

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Our reputation

In the business of financial planning, it takes 20 years to build a reputation. And five minutes to lose it.

Financial planning and wealth management are activities that have changed enormously in the last ten years.

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We share a wealth of knowledge with our clients and we are happy to share it with you too.

Our library contains a growing selection of documents, guides and brochures to help you to plan your finances.

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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.

As reputable, independent professional financial advisers, Logic Wealth Planning have helped many people throughout the Manchester, Bury, Heywood and Cheshire areas. Here's a small selection of client reviews.

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Welcome to our news page!

Here you will find a range of content focused on financial topics from pension planning to mortgages, to charity work and fund raising. We hope you find the articles of interest.

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Sigma House
9 Southgate
Cross Street
Off Green Lane
Greater Manchester
OL10 1ND

Freephone: 0808 1234 321


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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.