Amelia Aitchison

Amelia Aitchison

Logic Financial Services Ltd.

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Worthing
View location

Top Rated 2025
Verified since: January, 2024

5 out of 5

20 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 April 2025

    Amelia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Amelia's status

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Amelia has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 November 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.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

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

  • Transparent Fees

    Fees not yet added

    Amelia has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Amelia

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Amelia (based on 4 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 April 2025

    Amelia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Amelia's status

  • 5

    Recent Client Reviews

    Verified reviews: 100%

    Amelia has received 5 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 November 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.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

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

  • Transparent Fees

    Fees not yet added

    Amelia has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Amelia

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Amelia (based on 4 first impressions)

I am an independent Financial Planner providing genuine lifestyle financial planning. We specialise in advising people who are: • Business owners: we help you make the most of the opportunities that owning a business can have. • Planning for retirement: we’ll give you choices about how and when you can retire with the wealth you have. • Already retired: we’ll create a proper financial plan to help you achieve what you want in retirement. • Divorcing: we provide expert advice and sympathetic, dedicated support at the time when you need it the most. Our focus is on working with clients who seek an ongoing, long-term trusted partnership with a financial planner. So, if you want someone who genuinely cares about you and your family and is focused on you achieving the best life possible from your wealth, then we would love to hear your story. I should also mention that we’re: • Staunchly independent: by not being tied to any particular providers, we can recommend the most suitable products and providers to meet your financial goals. • Committed to doing the right thing by you: if the right thing to do is nothing, then that’s what we’ll do. We won’t coerce you into doing things simply so we can earn a fee. • Local and flexible: we’ll work around you to meet (or speak) at times and locations that work for you. Working with clients across the South East and London. • Specialists: we’ve honed our expertise to work with people who’re either planning retirement, retired, divorcing or business owners.

Offers available through VouchedFor

Contact Amelia 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 Amelia's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

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