LOGIC WEALTH PLANNING - Key Persons
Benedict has more than 30 years of experience as a financial planner and has developed a broad knowledge across many areas of financial planning over the years. He's built his reputation on being an adviser who offers both a professional and personal service, helping clients to achieve their own financial goals and objectives.
Benedict takes take great pride in providing independent financial advice and building solid foundations for his client, believing that - alongside his colleagues at Logic Wealth Planning - holistic financial advice is vital to achieving the right outcomes and to providing a tailored and structured financial plan that's aligned to his clients' needs. He feels it's essential to provide a professional, trusted, open and honest relationship, with integrity and clarity at the heart of the service he offers, whilst also providing his clients with peace of mind when making some of the most important financial decisions in their lives.
Benedict has wide experience of advising individual clients, families, attorneys and trustees, business owners and entrepreneurs and he works closely with other professionals such as Solicitors and Accountants, to ensure that his clients receive a comprehensive service to cater for and meet their individual needs.
He is fully qualified, holding a diploma in financial planning and he provides advice on areas such as Retirement Planning, Investments, Tax Efficiency, Life Insurance, Long Term Care and Inheritance Tax Planning. He also ensures that financial planning reviews are carried out as an essential part of his role, to make sure that any changes in client's circumstances are given appropriate consideration.
Benedict is married and a proud father of two grown children. His leisure time is spent enjoying DIY at home and when weather permits he enjoys nothing better than a leisurely round of golf. Most importantly he loves to spend valuable time with his family and enjoying a good leg stretch walking the family dog.
Gary's career in the industry began at the Britannia Building Society in Oldham, where he took up the role of Mortgage Adviser in 1981. He eventually moved onto to managing branches in Poynton, Leigh, Colne and finally returned to Oldham in 1991 as Branch Manager. Gary joined us at Logic Wealth Planning in 2007 as our primary Mortgage specialist.
Gary is CeMap qualified and with over 40 years experience in the industry, his knowledge is second to none and many clients have benefitted from his impressive wealth of experience. By working with Providers across the whole of market, Gary can independently source offers which most suit a clients circumstances and requirements, and as well as dealing with Residential Mortgages he can also assist with Buy to Let and Holiday Let purchases, Bridging Finance, First Time buyers and Re-Mortgages. Needless to say that much of Gary's work comes from clients whose friends or family have personally recommended his services, as well as from repeat business.
Gary is married to Ann-Marie and has two adult children, Jessica and Joseph. His passion is golf and he's enjoyed playing at many courses around the UK and overseas. He also likes to stay fit in the gym and is an experienced skier. Gary enjoys eating out and is himself an excellent cook who enjoys preparing meals for family and friends whilst listening to his vinyl collection and sipping on a glass of good red wine. He particularly enjoys making risotto, pasta dishes and stir fries and if you're invited to Gary's for dinner, you can enjoy his signature dish which is duck leg ragu.
Job Titles:
- PA to Director & Office Manager
Leane works in our Adviser Support Department as Senior Administrator, managing all communication to and from our clients and pension providers. She closely supports our Financial Advisors ensuring they've got all the necessary paperwork and reports ready for meeting clients and then progresses any resulting transactions which need to be completed. This is a busy department where no two days are ever the same, and Leane enjoys the variety of work in this role.
A little known fact about Leane is her lifelong love of the theatre, and after leaving school she moved to London to take an HND in Specialist Hair and Makeup where for 2 years her studies included Body Painting, Theatrical Make Up, Prosthetics and Wig Making. This was a fascinating course and Leane loved every part of it, however after completing it she eventually took the decision to change direction and move into Financial Services, spending several years working in the administrative area of Pension Providers, before she finally moved to join Logic.
Away from work Leane enjoys relaxing and walking with her Bichon Frise dog. Her ideal holiday is an All Inclusive Beach Holiday somewhere hot, although she also has very happy memories of holidays in New York where she loves the city hustle and bustle and hopes she can visit again before too long. She remains a big fan of the theatre and a great night out for Leane is a trip to the West End to watch a musical, with her special favourites being Wicked and Les Miserables.
As a Financial Planner, Mark believes that offering holistic financial advice is crucial to creating a bespoke financial plan that's aligned with a client's needs and goals. In order to create a tailored financial plan, he believes it's essential to form a close professional relationship, one which is built upon trust, openness and transparency. It's also important that regular reviews take place to ensure that any changes in circumstances, as the client moves through life, are reflected within their financial plan to make sure that objectives remain firmly on target.
When he joined Logic Wealth Planning, Mark brought over 20 years' experience and expertise in holistic financial planning. He's always worked in the North West and advised clients from all walks of life within his financial services career.
The life of a Financial Planner is a busy and demanding role, where meeting clients and really getting to know and understand their objectives is paramount to enabling him to create and deliver a personalised financial plan. He enjoys being in an industry where - by forming close relationships with clients - this allows him to use his expertise to make recommendations which will make a real difference to their lives. He places great emphasis on always providing the help and advice that clients need and not simply selling a product or a policy.
Mark is married with two older children and lives in the Northwest. Despite a busy ‘day job' he still enjoys keeping busy in his spare time, and after totally renovating and modernising his home, he's currently working on transforming his garden. In his leisure time he also enjoys all kinds of sports and fondly recalls the marathon he ran in Anglesey, which was an uphill challenge all the way!! He's also been involved in Youth Football for a number of years, fulfilling the role as trainer/coach. Mark enjoys travelling and has happy memories of taking two years out to explore Australia, New Zealand, Hong Kong, Vietnam and Bali to name just a few destinations.
A little-known fact about Mark is that he's a proficient cook, with his speciality dish being Seafood Linguine which he enjoys best with a good bottle of wine and some great company.
Although Logic Wealth Planning are doing their bit to encourage a paper free environment, like all companies in the Financial Services Sector, our company issues and receives a large amount of vital and sensitive paper documents and this forms a necessary part of processing business transactions for our clients. All types of documentation need to be accurately recorded and securely stored for regulatory reasons, so managing this part of the operation is an important responsibility. Niko's role helps to ensure that all documentation is carefully scanned electronically, giving us a secure electronic record of all transactions and correspondence, all of which is traceable at any later time.
In his spare time Niko is enjoying the freedom of driving his first car and likes to keep in touch with old friends from school, often meeting up to eat out, for trips to the cinema and other socialising.
Job Titles:
- Owner
- Managing Director and Financial Planner
Yianni is the owner of Logic Wealth Planning and has been an Independent Financial Adviser for over 27 years.
Yianni is passionate about what he does. He is in the industry because he wants to make a difference to people's lives by listening to the client at every step and delivering more than expected along the way. This was Yianni's vision when he set up Logic Wealth Planning in 2005, and since then it has continued to provide a pre-eminent service to a growing clientele, resulting in continued business expansion and growth.
Yianni believes there should always be a firm emphasis on the client and not just simply selling a product. This plays out in the clients' journey at Logic Wealth Planning where the client is placed centre stage of the entire process.
Yianni originally qualified as a Civil and Structural Engineer before his career in Financial Services. His analytical grounding as an Engineer has greatly assisted him as a Financial Adviser. He believes that designing structures from the ground up as a concept has similarities to building a Financial Plan for a client.
Yianni comments "You start with your own personal design which are goals and aspirations. The next stage is building your Financial Plan. Having a good solid foundation is key. Unexpected events can sometimes conspire against you, hence why it's so important to test your plan against life's uncertainties along the way".
Yianni's focus on customer service is without question and his wealth of experience here stems from holding previous positions in the retail and hospitality sector. It's his firm belief that it's his customer focussed team of staff who happily go the extra mile to give help and advice, together with many very satisfied and appreciative long-standing clients, which have together combined to make this a thriving and successful growing business.
Yianni and his long-term partner have a son, and in his spare time he tries to play golf - the emphasis on the word try! There is also a rumour he was once a Ballroom Dance Teacher. You can ask him the question personally!
Although Yianni was born in London his family roots are Greek Cypriot and he tries to get to Cyprus whenever he can.
Zahid works in our busy Adviser Support Department as Senior Administrator, ensuring that our Advisers get the very best level of help and support in their preparation to meet clients and the completion of work afterwards. With Zahid's experience in Financial Services he is also able to assist Advisers with various checks on reports and files, and provide insurance quotes when needed. In addition he keeps an overview of the volume of work coming into the department and ensures that it's assigned and completed promptly, accurately and compliantly. This is a busy and varied role requiring Zahid to work closely with our Advisers, the rest of the team, our clients and outside companies like pension providers.
Zahid has a wide and varied background in Financial Services spanning around 15 years. He initially worked for Natwest bank as a cashier eventually working his way up to being promoted to Branch Manager. In addition he spent some time working for Vitality in life assurance as well as gaining some experience of working for a UK based IFA company as a Financial Adviser. Zahid eventually took up an opportunity to work in Dubai for over 2 years giving Wealth Management advice to the local British expats, eventually returning to the UK for family reasons. As Zahid joined Logic this meant he brought a good broad range of experience from several areas of Financial Services both at home and overseas.
Zahid lives locally and has 2 young children. He has always enjoyed sport and even at the age of just 9 years old, he has happy memories of his class winning a prize which was a tour of Manchester City's old ground Maine Road. Needless to say this is still his favourite football team and he watches them whenever he can. As a teenager he was also a talented cricketer and played in the Under 16s teams for both Lancashire Cricket Club and Manchester Boys. In 2002 he was delighted to secure a place as one of over 10,000 volunteers working for the Manchester Common Wealth Games, an unforgettable experience which he really enjoyed.
Nowadays away from work, Zahid still likes to remain active and fit, enjoying working out in the gym as well as playing football whenever the chance arises. Holidays for Zahid also tend to be pretty busy since he enjoys travelling to new places and exploring their culture and history.