Logic Wealth Planning Limited

Name: Logic Wealth Planning Limited
Address: Sigma House, 9 Southgate, Heywood, Greater Manchester, OL10 1ND, GB
Telephone: 0808 123 4321
Price range: $$
Rating: 4.8

aka Logic Wealth Planning, Logic Wealth Planning Limited

Authorised FRN 435878 4.8 (19)

Contact & Location

Address

Sigma House, 9 Southgate, Green Ln, Heywood OL10 1ND, UK

More advisers in Rochdale

Phone

0808 123 4321

Website

logic-wp.com

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 435878
Status: Authorised
Date Authorised: 7 September 2005
Years Authorised: 20 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (18)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 04206195
Company Status: Active
Incorporation Date: 26 April 2001
Directors: 1
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 May 2025
SIC Codes: 64999

Team (13)

Yianni Theodorou
ApprovedCertified
Peter Timothy Mundy
ApprovedCertified
Mark Birchall
No longer required
Mark Philip Persechino
Certified
Stephen Trenholm
Certified
Joseph Benedict Quinn
Certified
Gary Banks
No longer required
Mohammed Zahid Asghar
No longer required
Paul Oakley
Certified
George William Arthur Bylett
Certified
Gary Walsh
No longer required
David Curley
No longer required
Nathan Lewis
No longer required

Google Reviews

4.8

19 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Heywood, North West
20 years FCA-authorised
14 registered individuals
5 specialisms
18 FCA permissions
CH 04206195

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.