Whether you are looking to invest over the short, medium, or long
term with a lump sum, or regular savings, we can find the right
solution for you.
There are 2 fundamental considerations that are of paramount
importance and these are:-
Firstly, we need to fully understand your attitude to risk; this
is vital and sadly sometimes overlooked by many firms.
Secondly, we need to find the most tax efficient environment for
your money; taking into consideration all aspects of tax including
Savings, Inheritance Tax, Income and Capital Gains.
Through our regulated status, we are one of only a few firms
authorised to advise on direct investments as well as those held
through Life Assurance Bonds. We also work with Discretionary Fund
Managers, whose sole role is to manage your investments 24/7. We can
utilise Spanish Compliant products that offer favourable tax
treatment if individuals are looking to take an income from their
Once the fundamentals have been established, we will make our
recommendations demonstrating why they meet both the needs of today
and future goals, making sure that you are happy and fully
understand how they operate.
Every client's needs are different. You may want to access capital
guaranteed products, increase your income, or, be more adventurous
and accept greater volatility. Many clients at this time are looking
to find a home for their money which offers better rates than the
interest being offered by their banks.
The most important thing with any investment, and that includes
pension funds, is that they are reviewed on a regular basis. A
client's attitude to risk typically changes over their life cycle.
Generally it used to be said that portfolios should be constructed
along some broad principles, which were largely dictated to by age.
This sees clients being ushered into different investments. For
example, younger individuals who are investing for retirement will
typically have a greater exposure to Equities. However, the reality
is, as we are increasingly living longer, an individual already in
retirement may still need access to Equities because the investment
constructed will still be designed for the medium to long term. As
always, our recommendations are tailored to the individuals
Whatever your needs, why not get in touch to receive Professional,
Trusted Financial Advice from a company that cares.
We are extremely proud to say that the vast majority of our
clients are referred to us either from existing satisfied
customers or through our network of tried and trusted
professionals. This reflects our ability to gain the trust of
our existing clients and our professional connections alike.
Logic Financial Consultants are proud to have established a
wonderful reputation for quality financial advice. This
website contains just a few of the many testimonials we have
READ OUR TESTIMONIALS