Logic Wealth Planning
Telephone: 0808 1234 321
Mobile: 07910 525 078
Address: Sigma House, 9, Southgate, Cross Street, Off Green Lane, Heywood, Lancashire OL10 1ND
Type of member: Financial Adviser
Member since: May 2018
As an Independent Financial Adviser I have over 38 years’ experience advising clients on everything from Care Fees, Equity Release, Investments, Pensions and Inheritance tax. I have owned and run several successful financial planning businesses concentrating on providing face to face advice.
Qualified to Diploma standard with Later Life and Equity Release qualifications, I am considered by my peers to be well placed to meet the needs of clients needing care fees planning.
As a Registered Life Planner through the Kinder Institute I have trained to provide Holistic advice to those who have sometimes had emotional decisions to make, be they elderly or for their families. I am happy to spend as much time as needed to ensure the right outcomes for my clients, who find me empathetic, caring, patient and professional.
Married for over 43 years with 2 grown up children and 3 grandchildren, my spare time is shared with those I love and my passion for photography, especially wildlife.