Logic Wealth Planning
Sigma House 9 Southgate Cross Street Off, Green Ln, Heywood OL10 1ND, United Kingdom


Have been a happy client of Logic for many years now. Didn't 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.

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.

Westley sewell

Having had a brief conversation with George one of the directors earlier I feel he was professional and a man of his wordHowever we have now dealt with two of this companies employees who promise the earth and don't deliverProbate has been a nightmare due to incompetence of an employee who seemed to swiftly retireAnd after a short period dealing with his replacement I feel he is cut fromThe 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

jo hodkinson

I have known Yanni for many years now through my previous job at a Local solicitors and have used Logic for over 15 years!I would certainly recommend them as being genuine and not at all pushy. Great products recommended and also people and team. Keep up the good work.

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.

Dave Harrison

I have been a customer for 6 years. This is a very professional, courteous and trust worthy company. As a customer I have always felt valued. I am very happy with the service, excellent is the word I happily use with respect to this company and will confidently recommend their services to anyone.

Dobbins susan dobbins

My hubby and I have known Yianni for many, many years and trust him implicitly. He has advised us on mortgages, investments and sorted out a pension 'minefield' for us (no easy feat). We have recently had our annual review with Logic in their modern, clean, well equipped offices and we were both very impressed with their up to the minute technology where we can access information via the personal finance portfolio on our smartphones. Nothing is too much trouble for Yianni and his team. Communications are excellent and we cannot recommend Logic highly enough. You won't find better anywhere.

Kath Atkinson

We have been a client of Yianni's for over 26 years. The advice we have received from Yianni and his team has always been completely honest and beneficial. We have recommended him to family who are also completely satisfied, and we would have no problem in recommending Logic Wealth Planning to anyone.

mike walsh

I've known yianni for many years he's helped me with mortgages, pensions and ISAs. He is a genuine person who will go the extra mile for you, very trustworthy. Would highly recommend him and his company

Matt Clement

Went to their office accompanying a friend whilst he dropped paperwork off. I'd heard about their accessible pension advice, however on entry I was appalled by the presence of an older Michael Fabricant lookalike slouched in the reception chair - dirty, stained shirt untucked, no tie, looking like he'd rolled out of bed. Waited for my friend to conclude his business, all the while listening to the staff member cracking obnoxious sexist jokes & making crude comments about an un-named female's body. Very unprofessional first impressions & not the show I'd expect from someone who'd be allowed near my 7-figures. Impression I got was one of charlatans & 80's throwbacks charging a % for very little value-added. Offices were pokey, very grotty & damp smelling, located on a back-street industrial park next to a car-breakers yard. Overall very dodgy vibes, and definitely not a firm I'd trust in the slightest. Also, note to management - your reviews here are fake: your "clients" Gary Myers & Jules Hornbrook are employees according to your website, hardly unbiased, impartial endorsements lol! Sticking with my Coutts manager as small-time amateurs are almost always best avoided.

Jules Hornbrook

I'd mulled over a complicatcated pension transfer for some time. Previous advisors at other firms had been dismissive and not really tried to understand my motives for wanting to move my fund. Logic took time and effort to listen and give me the information to make the best choice. I now feel in control of my financial future.

Paul Seddon

Pretty uninspired with the set-up. Came across cheap, cheerful and a bit fly-by-night if I'm honest. Initial enquiry wasn't returned, and when followed up the receptionist sounded like she couldn't be bothered talking to me. Went to the offices to enquire in person, very run-down looking and basic. Changed my mind very quickly. Not for me.

Peter Mason

Unlike the anonymous previous reviewer, I've had no serious issues with Logic. As a satisfied client for donkeys years, I've had great service from Yanni and the team. They go the extra mile and are very honest in all their dealings, specially when the odd error has been made. And the best thing is this, they always try and make time for me though they are busy helping others. I'd rate them 4 and a half stars if I could

Paul Martin

I chose Logic after a recommendation from my parents who had many years excellent service. I found Yanni and the team excellent to talk to. They spoke to me in layman's terms and didn't throw a load of confusing figures at me.I feel you get a real personal service. I would, and have, recommended them to friends and family.

darren payne

I met Logic Wealth over 3 years ago and the work that Yianni and team have done in that period has been quite outstanding. I am now is a position where I have gone from nothing to an outstanding pension due to their help in chasing old pensions and with their advice consolidating them into one lump sum, which has made me a lot of money already! I cannot thank the team enough for their help, advise, honesty and ongoing support for myself and my wife. We would have no hesitation in recommending Yianni and the team to people looking for sound financial advice, you will not regret it!

Dave Harrison

I was recommended to Logic Wealth Planning by a good friend who has used this company for at least 20 years. I have been very impressed with the results. At the end of the day it's results that count and this company delivers. I trust this company and that, I think, is very special these days.

Sandra Pickup

I have used Logic Wealth Planning for several years and had amazing help when I was in an extremely difficult situation. Yianni takes time to explain every aspect of my financial standing and the results have been beyond expectations.I would recommend the company to anyone looking for help with their future financial security.

Derek Albiston

I have been a client for 3 years and have received a good level of service from the team. There has always been a high level of communication between me and my adviser Yianni, he has made things simple and easy to understand. I would recommend Logic Wealth to anybody looking for help in financial services. D Albiston

Helen Artingstall

We have used Yianni and his team for many years, for Personal investment planning, pension advice and some business financial planning. Yianni gives an excellent personal service, he spends time and works hard for you. We find him to be honest and trustworthy and would not hesitate to recommend him to family and friends. He has an excellent team working along side him

Graham Foster

We have dealt with yianni for over twenty years, and been extremely happy with everything he has done for us. We would highly recommend his services to anybody. Everyone of his staff are very professional and work to yiannis high standards.Excellent company to deal with.

Colin Chew

I have been a client of Logic for many many years and in all that time I have found them to be an excellent company with really friendly staff and all know the financial markets inside out.We have never had anything but good advice and wonderful service from them.I would not hesitate to recommend them to anyone needing financial advice of any kind.

Gary Myers

I have always received a first class service from Yianni and his team and I would certainly recommend the firm to any client who required Independent Financial Advice and wanted a full review of there circumstances

7 Photos
4.5 Rating
  • Address:Sigma House 9 Southgate Cross Street Off, Green Ln, Heywood OL10 1ND, United Kingdom
  • Site:
  • Phone:+44 808 123 4321
  • Financial consultant
  • Investment service
  • Mortgage broker
Working hours
  • Monday:9AM–5PM
  • Tuesday:9AM–5PM
  • Wednesday:9AM–5PM
  • Thursday:Closed
  • Friday:Closed
  • Saturday:9AM–5PM
  • Sunday:9AM–5PM
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