Logical Financial Planning Limited, which is authorised and regulated by the Financial Services Authority was established by the Managing Director Peter Gibbs in 2008. Prior to the creation of Logical Financial Peter worked in a financial planning partnership in South Wales. he has also worked as a broker on the floor of Lloyds.
We have developed unique processes and procedures which ensure we have a consistent approach to the quality of advice we give our clients, which allows us to stand out from the competition.We have many years of dedicated service to a loyal and growing number of clients, derived from all walks of life, but all with a common expectation – they have come to expect a professional working partnership with their Adviser.We pride ourselves on a professional, skilled and qualified approach to solving financial issues and helping you meet the changes and opportunities we all face throughout our lives. It could be searching for the right mortgage, protecting the family, providing for retirement, managing your investments, or growing and protectingour business, whatever your reason we are on hand to offer unbiased professional Independent Financial Advice.
Logical Financial continues to grow by a constant stream of recommendations. We receive referrals from satisfied clients and professional intermediaries, such as Solicitors, Accountants, and Estate Agents. The labourer is worthy of his hire and as such, we make no secret about the fact that we either charge for our services or offer a commission option.
We hold dear to the concept of Treating Customers Fairly. In our dealings with you we will be open, concise and always put your best interests at the forefront of our actions. If for any reason you have occasion to be unhappy with any aspect of our service, as you would expect, we have a robust system to deal with your concerns fairly. For your further peace of mind, we subscribe fully to the Financial Ombudsman Scheme and the Financial Services Compensation Scheme, both bodies of which exist to further consumer protection.