Why Logic?

Expert advice … and qualifications to match

Helping you with every step of your financial journey is what we do – from straightforward mortgage and savings advice, through investing large sums of money, to the most complex of pensions scenarios.

We’ll explain things in a clear and easy-to-understand way and answer your questions with patience and humour. To use the words from one of our lovely clients, we’d like to take you from “oblivious” to “engaged”.

Our expertise across all areas of financial planning backs this up.

  • We are a Chartered Financial Planning firm – this
    demonstrates the highest commitment to professional standards, ethics
    and development of our staff.
  • `Our advisers are Chartered Financial Planners – this means they are at the forefront of our profession.
  • We hold the Pension Transfer Gold Standard – this reflects the quality of our work when dealing with significant pension transfers.

Find out more ...

CHARTERED FINANCIAL PLANNING FIRM

CHARTERED FINANCIAL PLANNING FIRM

Chartered status is a public commitment to professional standards. It is only
awarded to firms who demonstrate development of knowledge, enhanced
capability and maintain ethical standards. The title Chartered Financial
Planners is granted by the Chartered Insurance Institute, the professional
body for insurance and personal finance.

  • To retain our title, we ensure that we’re accountable for the standard of
    advice, service and support we offer to you. Our advice must be based
    solely on your researched needs and provided by someone competent to
    discuss products and services that meet your requirements.
  • We maintain our technical and professional knowledge and competence
    through professional qualifications. We keep our knowledge and skills up-to-date through continuing professional development.
  • Our staff are members of the Personal Finance Society and abide by its
    code of ethics

It is our policy to maintain these standards. The Chartered mark represents our commitment to professionalism and putting our customers first.

INDIVIDUAL ADVISERS

INDIVIDUAL ADVISERS

Both of our advisers are Chartered Financial Planners, which represents the “gold standard” for qualifications in the industry and means they are at the forefront of our profession.

Advisers who achieve Chartered status have a higher level of qualification
than the minimum required to practice and must adhere to the strict code
of practice and standards applied by their Professional Body, the Personal
Finance Society (the financial services arm of the CII).

Both Lindsey & Harj are Chartered Financial Planners, hold the Advanced
Diploma in Financial Planning and are Fellows of the Personal Finance
Society.

PENSION TRANSFER GOLD STANDARD

PENSION TRANSFER GOLD STANDARD

Firms that achieve this award adhere to a set of guiding principles when
providing financial advice in relation to whether or not someone with a
‘defined benefit’ type pension should transfer it to another arrangement. As a
result you can be confident that you are dealing with an ethical adviser and a
professional advice firm that has your best interests at heart.

Both Harj and Lindsey are specifically qualified to provide pension transfer advice and hold this Gold Standard.

The Logic Way ...

Everything we do at Logic is governed by a simple set of guiding principles which put our clients at the heart of our business. We call this The Logic Way. Click on a segment to find out more!

LOGICAL

LOGICAL

We apply the question “ Is it logical?” to everything we do. This approach informs all our decision-making.

Confident

Confident

You can have total confidence in what we do for you. We’ll make things simple, be honest & communicate clearly.

Infectious

Infectious

Our enthusiasm is infectious. We love what we do & that comes across in everything we do.

Outcome

Outcome

We’ll focus on the outcome so that you make the most of what you have … & get to do the things you want to do.

Great

Great

We’ll deliver work that both you and we are proud of. Great advice & service. Every time.

If you’re looking for financial advice get in touch with our specialist advisers today ...