Team update: Meet 2 new Logic team members and an open invitation

This month, meet two talented people who have recently joined the Logic team, plus you’re invited to a fun and informative presentation about securing your financial future.

Taking place on Tuesday 18 March, join Lee Humphrey as he discusses the crucial key areas you need to consider when designing your financial plan, and why everyone should have one.

If you have grown up children who are starting to think about their financial future, this could be an ideal introduction to financial planning, and a great opportunity to meet a few friendly people who could help.

Book your tickets on the Watlington Business Association website, or get in touch to find out more.

Meet Amelia Aitchison, Logic’s new Financial Planner

Amelia joined us last year, bringing with her more than 12 years’ of experience. As a dedicated lifestyle financial planner, she’s committed to helping clients achieve financial freedom.

Having been with us since summer 2024, some of you will have been lucky enough to meet Amelia already. So, to make sure you’re all properly introduced, we made Amelia a cup of tea and sat down for a quick chat…

How was your first week at Logic?

Brilliant, as soon as I saw hot sauce in the kitchen I knew I had found the team I was meant to work with.

What do you enjoy most about your role?

The client focus in the business – everything is all about what is the right thing to do for the client.

What are you looking forward to in the coming months?

Meeting all my clients.

Best thing about a day in the office?

I really enjoy seeing the team, they are great bunch of people and their can-do attitude is so refreshing.

Meet Scott Fincham, who supports Logic’s Financial Planners and Paraplanners

With more than five years of experience in financial services, Scott provides dedicated Technical Adviser Support to our Financial Planners and Paraplanners.

Playing a pivotal role in our work, we like to keep Scott sweet, so we opened a packet of biscuits and sat down to find out all about him and his work…

Congratulations on your new role, what is your job title and who do you work alongside?

My job title is Technical Adviser Support and I work alongside all the Advisers and Paraplanners.

What were you doing before joining Logic Financial Services?

Before Logic I was working as a Trainee Paraplanner in Gerrards Cross.

How was your first week at Logic?

First week at Logic was great, as we went out for lunch and I had fish and chips. I really love the culture and the environment, which is different to everywhere I’ve worked before.

What do you enjoy most about your role?

I enjoy the fact that it is a new role so I am in charge of driving the processes and ways of doing things.

What are you looking forward to in the coming months?

I’m looking forward to getting a few more exams under my belt and taking on more responsibilities as my role progresses.

Best thing about a day in the office?

Being able to bounce ideas and thoughts off different people and get their reasoning why they may do something differently.

What’s one thing that few people know about you?

I had a pet snake growing up, bearded dragons, and a gecko all kept in the same room. 🦎