About us

As a small company we work with a select group of clients – this means we develop a close relationship with each and every one to build mutual trust and respect. For us at Logic it’s about providing the right advice at the right time … every time. And we can only do that with the right team in place.

We have a great mix of industry professionals, highly qualified advisers and paraplanners, specialist operations staff, all with one thing in common – working together to help Logic clients make the most of their assets so they can lead a financially secure life and leave a lasting legacy from generation to generation.

It’s because of you (we do what we do)

It may sound like the title of a song Bryan Adams should have sung, but it’s true that we wouldn’t be in business if we didn’t think we could help people make better financial decisions and enable them to lead a more financially secure life as a result.

Located in the beautiful town of Watlington

Our main office is in Watlington, a small market town in south Oxfordshire but close to the Buckinghamshire border. Featuring a pleasingly decent range of local hostelries, visitors can often be found trying to spot the famous red kites or even some of our local celebrities. We also have a separate base in St Albans in Hertfordshire, along with the use of facilities in central London so can meet clients wherever is most convenient for them.