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.
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.
It is our policy to maintain these standards. The Chartered mark represents our commitment to professionalism and putting our customers first.
The majority 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. Emma is a Chartered Financial Planner.
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!
We apply the question “ Is it logical?” to everything we do. This approach informs all our decision-making.
You can have total confidence in what we do for you. We’ll make things simple, be honest & communicate clearly.
Our enthusiasm is infectious. We love what we do & that comes across in everything we do.
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.
We’ll deliver work that both you and we are proud of. Great advice & service. Every time.