Logic Wealth Planning
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Sigma House, 9 Southgate, Green Ln
North Heywood Ward, eng OL10 1ND - (808) 123-4321
Hours
Chamber Rating
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JAYNE KIRWIN
Having dealt with Logic for a number of years I can highly recommend them. Very professional and nothing is too much trouble. Benedict is definitely a true Asset.
Apr 29th, 2022 -
john dyson
Having been a customer for 6 years during which time I have been comfortable with the handling of my investments. No pressure to sell me unsuitable products so they could obtain commission. My last contact was for an annual review with a new Advisor who went to great lengths to establish a rapport with myself so renewing confidence to continue my dealings with them. Clear jargon free advice given with regard to my financial future.
Apr 13th, 2021 -
Westley sewell
Having had a brief conversation with George one of the directors earlier I feel he was professional and a man of his word However we have now dealt with two of this companies employees who promise the earth and dont deliver Probate has been a nightmare due to incompetence of an employee who seemed to swiftly retire And after a short period dealing with his replacement I feel he is cut from The same cloth. 6-7 weeks after asking on more than one occasion for information regards accounts they held for my father and still nothing. We were told no later than 7 days not 7 weeks. Very disappointed and needless to say angry
Mar 9th, 2021 -
helenmags1
Have been a happy client of Logic for many years now. Didnt 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.
Dec 28th, 2020 -
a p
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.
Jan 25th, 2020
Contact Info
- (808) 123-4321
Questions & Answers
Q What is the phone number for Logic Wealth Planning?
A The phone number for Logic Wealth Planning is: (808) 123-4321.
Q Where is Logic Wealth Planning located?
A Logic Wealth Planning is located at Sigma House, 9 Southgate, Green Ln, North Heywood Ward, eng OL10 1ND
Q What is the internet address for Logic Wealth Planning?
A The website (URL) for Logic Wealth Planning is: http://www.logic-wp.com/
Q What days are Logic Wealth Planning open?
A Logic Wealth Planning is open:
Wednesday: 9:00 AM - 9:00 AM
Thursday: 9:00 AM - 9:00 AM
Friday: 9:00 AM - 9:00 AM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Q How is Logic Wealth Planning rated?
A Logic Wealth Planning has a 4.4 Star Rating from 22 reviewers.
Hours
Ratings and Reviews
Logic Wealth Planning
Overall Rating
Overall Rating
( 22 Reviews )JAYNE KIRWIN on Google
Having dealt with Logic for a number of years I can highly recommend them. Very professional and nothing is too much trouble. Benedict is definitely a true Asset.
john dyson on Google
Having been a customer for 6 years during which time I have been comfortable with the handling of my investments. No pressure to sell me unsuitable products so they could obtain commission. My last contact was for an annual review with a new Advisor who went to great lengths to establish a rapport with myself so renewing confidence to continue my dealings with them. Clear jargon free advice given with regard to my financial future.
Westley sewell on Google
Having had a brief conversation with George one of the directors earlier I feel he was professional and a man of his word
However we have now dealt with two of this companies employees who promise the earth and dont deliver
Probate has been a nightmare due to incompetence of an employee who seemed to swiftly retire
And after a short period dealing with his replacement I feel he is cut from
The same cloth. 6-7 weeks after asking on more than one occasion for information regards accounts they held for my father and still nothing. We were told no later than 7 days not 7 weeks. Very disappointed and needless to say angry
helenmags1 on Google
Have been a happy client of Logic for many years now. Didnt 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.
a p on Google
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.