Logic Guides
We have a growing range of financial planning guides designed to give you more information on the many ways we can help you achieve your goals. These are free for you to download. Get in touch if you want to discuss any of these.
Using equity release to unlock property wealth later in life
Many people consider using equity release to unlock some of the money tied up in their home. See our guide for the pros and cons…
Intergenerational wealth planning: Your options when passing on wealth to the next generation
There’s more than one way to pass on wealth to your family. Click below for a free guide which explains all the options.
Remortgaging: The essential steps you should take when your mortgage ends
If your mortgage deal is coming to an end or it’s already expired, you should consider remortgaging. Click here for our free guide.
4 steps to creating a financial wellbeing plan
Practical steps to help you improve your relationship with money. Click here to find out what you could do to boost your long-term wellbeing.
10 really fab things the Beatles can teach you about successful financial planning
The band has influenced musicians for decades. Download your copy here to discover what you could learn from the Fab Four’s lyrics.
How to manage the harmful effects of inflation on your wealth
If you’re worried about the effects of inflation and the the rising cost of living, this guide could help you. You can read it here
