Providing advice that is simple, clear, and logical, every time.
At Logic Financial Services, we understand the importance of having a clear and concise plan for your financial future. That's why we're dedicated to providing expert advice and guidance to help you make the most of your assets and achieve your goals. Our team of Chartered Financial Planners takes the time to get to know you, explaining complex financial concepts in plain English and helping you make informed decisions about your financial future.
Our Approach
We believe that financial planning should be simple, clear, and logical. That's why we take a holistic approach to financial planning, considering all aspects of your financial situation and providing tailored advice to meet your individual needs. From savings and investments to retirement planning, mortgages, and inheritance tax planning, we have the expertise to help you navigate even the most complex financial situations.
Our Services
We offer a range of specialist services, including:
- Savings & Investments: Helping your money grow in a tax-efficient way
- Retirement: Enjoying a comfortable and financially secure retirement
- Mortgages & Life Assurance: Moving into your dream home, providing protection for your family and lifestyle
- Inheritance Tax Planning: Leaving a lasting legacy for your family in a tax-efficient way
- Care Planning: Planning for later life to avoid running out of money too soon
- Personal Financial Planning: Creating a financial plan to help you achieve your goals
Our Team
As a small company, we work with a select group of clients, which allows us to develop close relationships with each and every one. Our team of industry professionals, highly qualified advisers, and paraplanners are dedicated to providing exceptional service and expertise to help you achieve your financial goals.
Our Commitment
We're committed to providing the highest level of service and expertise to our clients. As a Chartered Financial Planning firm, we demonstrate the highest commitment to professional standards, ethics, and development of our staff. The majority of our advisers are Chartered Financial Planners, representing the "gold standard" for qualifications in the industry.
Overall Satisfaction
The reviewers have expressed their satisfaction with the services provided by Logic Financial Services, highlighting the professionalism, sound advice, and excellent customer service they have received.
Key Strengths
- Professionalism: Many reviewers have praised the professionalism of the team at Logic Financial Services, mentioning their thoroughness, expertise, and ability to provide sound advice.
- Personalized Service: The reviewers have appreciated the personalized service they have received, with the team taking the time to understand their individual needs and circumstances.
- Trust and Confidence: The reviewers have expressed their trust and confidence in the team at Logic Financial Services, feeling secure in the knowledge that their finances are being well-managed.
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