Logic Guides
We have a growing range of financial planning guides designed to give you more information on the many ways we can help you achieve your goals. These are free for you to download. Get in touch if you want to discuss any of these.
What the Back to the Future ripple effect could teach you about financial planning
It’s been 40 years since the now cult classic film Back to the Future delighted cinema-goers with its time-travelling adventure. Teenager Marty McFly discovers the power of ….
The compounding effect: How it could boost or harm your finances.
Albert Einstein might be best remembered for his theory of general relativity and Nobel prize. But understanding E=mc2 will only get you ….
Using equity release to unlock property wealth later in life
Many people consider using equity release to unlock some of the money tied up in their home. See our guide for the pros and cons…
Intergenerational wealth planning: Your options when passing on wealth to the next generation
There’s more than one way to pass on wealth to your family. Click below for a free guide which explains all the options.
Remortgaging: The essential steps you should take when your mortgage ends
If your mortgage deal is coming to an end or it’s already expired, you should consider remortgaging. Click here for our free guide.
4 steps to creating a financial wellbeing plan
Practical steps to help you improve your relationship with money. Click here to find out what you could do to boost your long-term wellbeing.
