Yianni Theodorou(Logic Wealth Planning Ltd)
Heywood, Greater Manchester, United Kingdom
Managing Director at Logic Wealth Planning Limited
Financial Services
Education
Sheffield University 1985 — 1988
Sheffield University, Civil & Structural Engineering
George Orwell School 1978 — 1985
Experience
Logic Wealth Planning Limited September 2004 - Present
Towry April 2002 - August 2004
Unity Chartered Accountants October 2000 - April 2002
Fitzgerald Brierley Limited June 1996 - October 2000
Lincoln Financial Group December 1993 - June 1996
Allott & Lomax Civil & Structural Engineers 1988 - 1990
Skills
Wealth Management, Securities, Trusts, Estate Planning, Investment Advisory, Retirement, Mutual Funds, Equity Release, Investment Strategies, Financial Advisory, Independent Financial..., Inheritance Tax Planning, Finance, Alternative Investments, Financial Planners, Critical Illness, Commercial Mortgages, Wealth Management..., Wealth, Personal Financial..., Mortgage Lending, Protection, Personal Pensions, Strategic Financial..., Investment Management, Financial Services, Portfolio Management, Asset Management, Savings, Pension Funds, Long-term Care, Life Insurance, Personal Finance, Small Business, Holistic Financial..., Private Banking, Term Life Insurance, Income Protection, High Net Worth..., Relationship Management, Retirement Planning, Fixed Annuities, SIPP, Mortgage Marketing, Residential Mortgages, Wealth Accumulation, Pensions, Insurance, Investments, Asset Allocation