Yianni Theodorou

Yianni Theodorou

Logic Wealth Planning Ltd

Minimum savings/pensions: Over £100,000

0330 038 8940
Based in Heywood
View location

Top Rated 2025
Verified since: October, 2018

4.9 out of 5

180 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 March 2025

    Yianni and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Yianni has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 8

    Qualifications Uploaded

    8 qualification certificates available to view

    Yianni has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Yianni has provided information on their typical fees

    Yianni has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 9

    Positive First Impressions

    78% of users who are not yet clients had a positive first experience with Yianni

    78% of VouchedFor users have had a positive (4 or 5 star) first experience with Yianni (based on 9 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 20 March 2025

    Yianni and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Yianni has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 8

    Qualifications Uploaded

    8 qualification certificates available to view

    Yianni has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Yianni has provided information on their typical fees

    Yianni has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 9

    Positive First Impressions

    78% of users who are not yet clients had a positive first experience with Yianni

    78% of VouchedFor users have had a positive (4 or 5 star) first experience with Yianni (based on 9 first impressions)

The thing our clients value most has no price. It’s called peace of mind. All companies, whatever business they’re in, have a culture that’s particular to them. It may involve being the biggest in the market, the most profitable or the most admired and at times, customers’ needs can get overlooked. At Logic Wealth Planning, we would consider that an unforgivable mistake because we understand that without our clients a firm like ours doesn't add up to much. That’s the reason we created a manifesto we call ‘Our Why’ which lays down what our philosophy and motives need to be with regard to our clients. It covers areas such as making sure we listen as much as we speak, that we take positive steps to reduce stress for clients, and that we relieve clients of the burden of paperwork as much as possible. ‘Our Why’ rests on the simple recognition that we are like our clients. Similar people, with similar needs, wants and aspirations. And similar doubts, fears and concerns. What everyone seeks when dealing with the often confusing issues of family finance, pensions, and investments, is to feel confident. Confident that things are being dealt with professionally, by qualified people who understand you and your feelings. It’s called peace of mind, and it’s the best thing we can offer our clients. In the business of financial planning, it takes 20 years to build a reputation. And five minutes to lose it. As reputable, professional financial planners, we are not going to promise to turn your nest-egg into a mega-fortune. The most we can promise you is that by working with us and following our prudent and rational financial strategies, you will be able to exercise real control over your future. If that results in you looking forward to a tomorrow that’s brighter, happier and more secure than it might otherwise have been, then we can feel we've done a decent job and lived up to the reputation we've spent so much time building.

Offers available through VouchedFor

Contact Yianni through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Yianni's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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