Logic Financial Consultants are proud to have established a wonderful reputation for quality financial advice. Here are just a few of the many testimonials we have received.
I contacted Ian Whitby of Logic at a time in my financial life
when I most needed secure professional help. What I did not expect
though was the friendliness, monthly home visits, attention to
detail, pure professional advice and their knowledge of world
markets with which Logic have placed my investment in what I feel
is the very best available.
I have been helped by other financial advisors in the past... and
they were very good but I have to say that Logic are the very
best.
My wife and I consider ourselves very lucky to have met Ian,
George and Joe, the quality of their service to clients goes way
beyond anything that anyone would expect.
Having decided to retire early, I spoke with my accountant about
my current financial situation. As this was not his field of
expertise, he suggested that I contact Logical Financial
Consultants. I made an initial phone call to Ian Whitby, explained
what I was attempting to do. He was very helpful and gave me some
initial advice, followed up by and email with information
regarding his company etc. This was further followed up by a call
with Ian checking I had received all the information they had
sent. During the initial call and the subsequent calls all advice
given was without obligation and I felt under no pressure, which
was unusual but refreshing. My initial impressions were very
positive and I liked the idea of a family run business.
The service provided has been second to none. Ian, George and Joe,
have been very approachable, extremely knowledgeable and always
willing to go the extra mile. They have more than met my
expectations, despite having some tight deadlines to meet in order
to achieve my ultimate goal. If they say they will update you at
the end of the week, that's exactly what happened. My Financial
Advisor in the U.K. told me what I was trying to achieve was
impossible, but Logic made it happen. I would not hesitate to
recommend this company to my family or friends, my experience has
been nothing but very positive. The very personal approach from
Logic, made me feel that my investment could not have been in
safer hands.
We moved to Lanzarote at the beginning of 2017 and soon realised
that there were a number of issues that we would have to address
from the point of view of our long term finances. It also became
obvious that this was a job for the professionals and we count
ourselves very fortunate to have picked the phone up to Logic. We
were immediately struck by their depth of knowledge of how things
work both in the UK and in Spain. We were able to meet Ian Whitby
(and latterly George) face to face and we have been very impressed
with their professional and friendly outlook.
What stood out to us is that they included both of us in their
advice and the decision making process unlike some advisers who
will only address the man. They can readily identify what will
work and what won´t according to your circumstances. One of our
best day´s work since we left the UK.
Having spent nearly 20 years in the Financial Industry as a
Planner/Advisor now thankfully retired. It is great to have found
somebody I can trust implicitly.
There is a saying in the industry that you don't buy the product
but the person.
Ian has been fantastic over the 2 1/2 years we have known him. He
has tailored our investments to our exact needs with no pressure,
which is refreshing.
My wife and I have known and been advised by Ian for the past
several years. Apart from a professional and attentive service his
advice has always been founded on solid market information backed
with easily understood details given during regular investor
meetings.
A feature of his service has been dependability, you get what is
promised and given the vagaries of recent markets, dependability
and solid performance is refreshing.
We have pleasure in recommending Ian and LOGIC to any current or
prospective investor.
We engaged Ian to advise us on our private pensions which he
transferred into QROPS. At all stages of this process he answered
to our complete satisfaction all our (sometimes searching)
questions with patience, consulting with specialists when
necessary.
We were particularly impressed with the care taken over our
investments, and these are being reviewed on a regular basis. We
are kept fully informed.
His approach is entirely professional and always in good
humour.
All appointments are kept and are punctual.
We recommend unreservedly his services to others.
We have dealt with Ian as our financial advisor for several years
now, and right from the start, Ian managed to match our
requirements to financial products that gave us both income and
growth - whilst at the same time-reducing our tax liability to
next to nothing.
Ian is pleasant to deal with, he's straightforward, and follows up
things that need doing.
We have no reservations in recommending Ian to potential new
clients, and indeed we have recommended Ian to several of our
friends.
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.
PROFESSIONAL CONNECTIONSA holistic approach to financial planning should be taken to encompass all aspects of a client’s current and future needs.
Are you are looking to invest? We can find the right solution for you....
The pension industry is constantly evolving and everyone should review their options. We can carry out a full review of your existing arrangements.
One of the biggest areas of concern for clients is how overseas assets are declared and taxed, both on an ongoing basis and on disposal.
Why not contact us for a FREE consultation with NO
OBLIGATION
on
+34 965 020 444 or
+34 634 706 748