Reviewed for

Insurance and Protection ( 35 )

Mortgages ( 24 )

Pensions ( 111 )

Equity Release ( 7 )

Retirement income (annuities, drawdown) ( 41 )

Auto Enrolment ( 7 )

Investments and Savings ( 84 )

Pension Transfers - Non Specialist ( 29 )

Inheritance Planning ( 19 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 22 )

Financial Planning ( 19 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 8 )

£200k - £500k ( 19 )

£100k - £200k ( 27 )

Up to £50k ( 15 )

£50k - 100k ( 14 )

Client reviews

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

I was looking to update and consolidate my personal insurance policies which were taken out 20 years ago before I moved and lived to the UK.

How has Yianni Theodorou helped you?

Yianni spent time in understanding my personal circumstance and recommended life and critical illness policies that are more suitable for my needs.

Have you seen the outcome you were hoping for?

I hope I'd never need to claim for any of my life or CI policies; however haven't protection in place offers peace of mind.

What could they have done better?

None

Yianni's reply

Thank you ever so much for taking the time to leave a review Jasmine, it's really appreciated. Yianni

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Yianni Theodorou helped you?

Yes, especially in these turbulent times.

Have you seen the outcome you were hoping for?

Great outcome, allowed me to retire earlier than I expected.

What could they have done better?

Nothing

Yianni's reply

Your response and review is greatly appreciated David. Thank you. Yianni

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Planning for my future

How has Yianni Theodorou helped you?

he has given me peace of mind

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Yianni's reply

Thanks ever so much for taking the time to leave feedback Sheila, it's greatly appreciated. Yianni

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I was dissatisfied with the way my pension was performing

How has Yianni Theodorou helped you?

By moving the pension to a better scheme

Have you seen the outcome you were hoping for?

Only just done the transfer so too early to tell

What could they have done better?

Nothing

Yianni's reply

Thank you so much for taking the time to review our services Richard. It's much appreciated.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Yianni Theodorou helped you?

Yes, I’ve known Yianni for years & trust him

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All goid

Yianni's reply

Thank you so much Simon for spending time out to do this, it is greatly appreciated. Yianni

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Swansea

What were the circumstances that caused you to initially look for an adviser?

To receive money from my pension

How has Yianni Theodorou helped you?

Yianni give us advice on my pension

Have you seen the outcome you were hoping for?

Yes

Yianni's reply

Thank you so much Allan for taking the time out to write this review. It is greatly appreciated. Yianni

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Initially for a specialist mortgage 20 years ago but as his services grew he continued to provide helpful advice

How has Yianni Theodorou helped you?

We have been using Yianni Theodorou for over 20 years now for mortgages, pensions, and financial planning and trust Yianni and Logic IFA to provide honest and helpful advice.

Have you seen the outcome you were hoping for?

Yes and still do

What could they have done better?

At present I cannot think of anything he could have done better

Yianni's reply

Thank you so much Paul for taking the time out to write this review. It is greatly appreciated. Yianni

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

I had some money to invest and needed advice.

How has Yianni Theodorou helped you?

I've seen my savings grow in a tax efficient way.

Have you seen the outcome you were hoping for?

Considering the volatile nature of the financial markets I think my savings have grown as expected.

What could they have done better?

Possibly but not sure how.

Yianni's reply

Thank you so much John for taking the time out to write this review. It is greatly appreciated. Yianni

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Pension needs

How has Yianni Theodorou helped you?

Investment over long period

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Yianni's reply

Thank you so much Bernard for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

As a family we recogniswed the requirment for good financialo advice

How has Yianni Theodorou helped you?

Yanni guided us throughtbthje minefield that is planing for a deifable future

Have you seen the outcome you were hoping for?

greatly so and more

Yianni's reply

Thank you so much Keith for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Pensions review

How has Yianni Theodorou helped you?

His advice was very helpful. He arranged all transfers without any problems.

Have you seen the outcome you were hoping for?

No but this is mainly due to general market conditions and my cautious approval to investing my pension pot.

What could they have done better?

Nothing really. The service has been excellent.

Yianni's reply

Thank you so much Konrad for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Our pensions where all over the place, and needed to bring them under one roof.

How has Yianni Theodorou helped you?

He brought all our pensions together, and have access to view how they are doing on a weekly, monthly or whenever we feel the need to check on the account.

Have you seen the outcome you were hoping for?

Not as yet, but are happy on the way they are performing.

What could they have done better?

Quiet happy with the service I receive, so no improvement needed.

Yianni's reply

Thank you so much Simon for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Amalgamation of pension funds back in 2012.

How has Yianni Theodorou helped you?

Always good advise on forward planning and what to realistically expect from a pension fund.

Have you seen the outcome you were hoping for?

Generally yes however the pension growth performance in recent years is quite disappointing.

What could they have done better?

Nothing springs to mind.

Yianni's reply

Thank you so much Dave for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

i initially came to Yianni to consolidate 4 pension and open an ISA...and our paths had crossed in the past,with alot of mutual friends using Logic's services

How has Yianni Theodorou helped you?

he has helped a lot with advise and time on my portfolio.

Have you seen the outcome you were hoping for?

we are still working to get there,but its a long term thing anyway

What could they have done better?

well if they could have increased my pension and ISA by 1000% that would have been better ,but impossible i would say

Yianni's reply

Thank you so much Bob for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Money to invest from a previous investment

How has Yianni Theodorou helped you?

He has helped me to manage my funds better than the previous company.

Have you seen the outcome you were hoping for?

The markets are currently volatile, but Yianni and his company have helped me cover this

What could they have done better?

Everything is Ok, so nothing.

Yianni's reply

Thank you so much Gary for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Lack of an employee company pension scheme.

How has Yianni Theodorou helped you?

Mapped out my financial scope based on my particular circumstances and risk profile.

Have you seen the outcome you were hoping for?

Based on my particular circumstances the outcome was extremely positive.

What could they have done better?

This question assumes I had some concerns, I had non and am extremely satisfied with their services.

Yianni's reply

Thank you so much Chris for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Needed someone trustworthy to take care of my investments/pension.

How has Yianni Theodorou helped you?

Yianni has provided excellent advice and given me a clear understanding of the oft complicated world of investments.

Have you seen the outcome you were hoping for?

Yes, indeed my expectations have been exceeded.

What could they have done better?

Nothing!

Yianni's reply

Thank you so much Nigel for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Inheritance fund

How has Yianni Theodorou helped you?

He has set up savings and investments of my funds

Have you seen the outcome you were hoping for?

It is still a young investment

Yianni's reply

Thank you so much Andy for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate a number of company pensions into one fund.

How has Yianni Theodorou helped you?

Yianni gave me the advice advice that I needed. Yianni was very professional and thorough but he managed to explain to me all the relevant points in a way that I as a financial novice, could fully understand. Yianni is always responsive and always a real pleasure to talk to. Over the past 13 years my funds have grown at a rate that I am extremely pleased with and that's because Yiannia has managed on my behalf.

Have you seen the outcome you were hoping for?

Yes, Definitely!

What could they have done better?

Nothing!!!

Yianni's reply

Thank you so much Carl for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

SOLD A BUSINESS CASH IN MY POCKET AND WAS RECOMENDED BY A VALUED FRIEND

How has Yianni Theodorou helped you?

SOUND ADVICE AND HAS BECOME A VALUED FRIEND

Have you seen the outcome you were hoping for?

YES MY INVESTMENT HAS INCREASED ABOUT 50%

What could they have done better?

NOTHING

Yianni's reply

Thank you so much John for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

To plan for our financial future

How has Yianni Theodorou helped you?

He has explained all the options available to us

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing they very professional and tougher

Yianni's reply

Thank you so much Vinnie & Sheila for spending the time to do this. It is greatly appreciated. Yianni

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I had money from a compensation claim.

How has Yianni Theodorou helped you?

Helped me understand how investments for long term work.

Have you seen the outcome you were hoping for?

Due to the Covid pandemic investments fell but I’m sure it will all come back, and Yianni and his team have helped soften the blows.

What could they have done better?

Short of having a magic wand, nothing.

Yianni's reply

Hi Gary Thank you very much for your kind words. It is greatly appreciated. Yianni

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Poor performing pensions

How has Yianni Theodorou helped you?

He has combined a number of my old work pensions into one and the performance over the years has been very satisfying, I still have great confidence even in these difficult times

Have you seen the outcome you were hoping for?

Very much so yes, I have been able to retire early

What could they have done better?

nothing

Yianni's reply

Thanks so much for taking the time to leave a review Dave and for your kind words. It's much appreciated. Yianni

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

I wanted to pull together a number of pension schemes together into 1

How has Yianni Theodorou helped you?

By speaking simple easy to understand language, giving excellent advice and keeping in touch when markets were not good to reassure me!

Have you seen the outcome you were hoping for?

Definitely!

What could they have done better?

Nothing at all, I have recommended Yianni to family and friends.

Yianni's reply

Hi Carl Many thanks for taking the time to leave a Review and for your kind words. It's much appreciated. Yianni

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Transferring a personal pension from a previous provider who was no longer reactive to my needs. Also transferring some other investments which were not performing well.

How has Yianni Theodorou helped you?

Transferred pension and other investments with the minimum of fuss to come under his supervision.

Have you seen the outcome you were hoping for?

From initial investment in early 2015 to the end of 2019, my investments performed very well. Then the Covid pandemic struck and for the next 9 months things took a nosedive before recovering all the value lost by the end of 2020. The investments then performed very well again throughout 2021. However, at the time of writing (4th November 2022), my investments have lost 15% of their value from the beginning of 2022 and are currently the value they were at back in June 2020. While I realise that things are largely out of the direct control of IFAs like Yianni, this is a very worrying time for investors and seems to me to be due not only to the continued incompetence of the three Governments we have had to endure for the last 3 years but also to the undue influence which the financial markets currently seem to have on global affairs and sovereign Governments' political decisions. While billionaires and millionaires won't particularly notice or be affected by a 15% loss of value, such a hit to Joe Public can have very serious consequences, both financially and emotionally.

Yianni's reply

Hi Steve, Thanks very much for taking the time to post a Review. Much appreciated. Yianni

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Being a business owner, taking care of me, my families and businesses future.

How has Yianni Theodorou helped you?

Yianni takes time to understand the bigger picture, the background and aspirations. Yianni cares - these products / services are a minefield, Yianni keeps it simple so I understand.

Have you seen the outcome you were hoping for?

Yes repeatedly

What could they have done better?

Nothing!

Yianni's reply

Hi Robin Many thanks for taking the time to leave a Review and for your kind words. It's much appreciated. Yianni

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

I wanted my pension to work for me.

How has Yianni Theodorou helped you?

He has reassured me that he is looking after my interest and investment

Have you seen the outcome you were hoping for?

Not as yet as it’s early days

What could they have done better?

Nothing that Iam aware of

Yianni's reply

Hello Clare, Thanks very much for taking the time to leave a review, it's much appreciated. Kind regards Yianni

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

What were the circumstances that caused you to initially look for an adviser?

Bad experience with a previous financial advisor

How has Yianni Theodorou helped you?

Yianni has dealt with our finances for many years, his knowledge, professionalism and trustworthiness has given us total peace of mind.

Have you seen the outcome you were hoping for?

Most certainly

What could they have done better?

We rate Yianni an excellent Financial Advisor and could not ask for better all round service

Yianni's reply

Hello Joyce, Thank you so much for your kind words and for taking the time to leave a review. It's much appreciated. I hope you and the family are keeping well. Best wishes Yianni

Review from verified client

October, 2022

Overall

Advice

Value

Service

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Taking early retirement.

How has Yianni Theodorou helped you?

He has transferred pension pots into one easily manageable fund.

Have you seen the outcome you were hoping for?

Given the fluctuations in the money markets over the past years the fund has performed above expectations

What could they have done better?

I have no reason to question their performance.

Yianni's reply

Hello Gary, I hope you and the family are keeping well. Thank you so much for taking time to complete this review and for your kind comments. It's much appreciated. best wishes Yianni

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Needed advice on a buy to let mortgage and also with pensions.

How has Yianni Theodorou helped you?

Gave excellent advice helping to get buy to let mortgage,and setting up pension package.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing excellent advice and very competent, excellent company.

Yianni's reply

Hello John, Thank you for providing a review. Your kind words mean such a lot and I am so happy that you are satisfied with the service you're receiving. Much appreciated - many thanks ! Yianni

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Buy to let purchase and general review of finances

How has Yianni Theodorou helped you?

Advise re buy to let mortgage, consolidation of pension and general financial advice

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing

Yianni's reply

Hi Susan, Many thanks for taking time to provide a review. I'm really pleased to hear that you are satisfied with the service you're getting - your kind comments mean a lot. Thanks so much and take care Yianni

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Yianni

He did NOT phone at all!

First impression from a user who is not yet a client

June, 2022

Overall

Please provide a brief comment about your experience with Yianni

He basically told me I couldn't help me with what I wanted to do because it was only a small amount of money.

Yianni's reply

We are sorry that we could not help you at this time. All the best Logic Wealth Planning

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Retirement - pension funds.

How has Yianni Theodorou helped you?

By thoroughly and regularly carrying out risk assessments; gave sound advice on investments already held; displayed great patience and understanding and clearly explained everything ensuring my peace of mind and absolute confidence in his recommendations. Prompt and efficient and approachable at all times.

Have you seen the outcome you were hoping for?

Exceeded expectations.

What could they have done better?

Absolutely nothing.

Yianni's reply

Hello Pauline, Thank you so much for taking time to send some feedback. Your kind words mean a great deal and I hope that everything is ok with you. thanks again Yianni

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Pension funds

How has Yianni Theodorou helped you?

Giving advice on my retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Yianni's reply

Good to hear from you Stan and thanks very much for taking time to send feedback, it's much appeciated Yianni

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Pembrokeshire

What were the circumstances that caused you to initially look for an adviser?

Initially a personal pension

How has Yianni Theodorou helped you?

Set up everything for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Yianni's reply

Thanks so much for sending some feedback Lesley. I hope that life in Pembrokeshire is treating you both very well. Yianni

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Poor pension performance, recommendation by a friend and work colleague to consult with Yianni

How has Yianni Theodorou helped you?

His advice has allowed me to retire comfortably with confidence

Have you seen the outcome you were hoping for?

Outcome exceeded my expectations

What could they have done better?

Nothing

Yianni's reply

Thanks so much for taking time to give us feedback Dave. I hope you're enjoying retirement. Yianni

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Coming upto retirement I needed to get all my finances in order

How has Yianni Theodorou helped you?

Helped me understand my options and help me achieve what I had hoped for in retirement

Have you seen the outcome you were hoping for?

He has helped put me in as better position than I thought. Only time will tell but I'm confident everything is in place.

What could they have done better?

I can't think of anything, the whole team have been very professional and very thorough

Yianni's reply

Hello Gary, Thanks very much for taking the time to give us feedback and for your kind words. Yianni

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Pension handling in retirement

How has Yianni Theodorou helped you?

Rigorously ensured that I made the right decision when deciding how to access my workplace pensions

Have you seen the outcome you were hoping for?

Absolutely, I now have the access I required and have future security

What could they have done better?

Nothing I can think of

Yianni's reply

Thanks very much for your positive feedback Bryn, much appreciated. Yianni

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

To manage our finances, be mortgage free and have early retirement

How has Yianni Theodorou helped you?

By giving us sound advise and helping us manage our financial planning over the past 25 years

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

Nothing, as we have had excellent service

Yianni's reply

Hello Janice, Thank you so much for taking time to send some feedback and for your very kind words. It's a real pleasure to work with yourself and John - (can it really be 25 years??!) Yianni

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

needed to transfer pension all into one place and access money

How has Yianni Theodorou helped you?

Good advice and worked hard to get it sorted within a short time frame

Have you seen the outcome you were hoping for?

mostly still waiting for one pension to come through but yanni is keeping me informed of its progress

What could they have done better?

nothing entirely satisfied with the service given up to now

Yianni's reply

Thanks for taking the time to let us have some feedback Dave and your kind words are much appreciated. Yianni

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I was looking to retire at 65 before my State pension was available and needed advice on how best to utilise my existing employer pension pots

How has Yianni Theodorou helped you?

Consolidated my pensions into one fund as well as advising the purchase of an annuity with one of my existing funds which offered an excellent return.

Have you seen the outcome you were hoping for?

For the most part yes.

What could they have done better?

I believe that Yianni has dealt with my situation in a highly professional manner, and has taken time to explain the intricacies of fund investment. I don’t believe he could have done anything better.

Yianni's reply

Thanks very much for your kind feedback Gary and I'm glad to hear everything is ok with you. Yianni

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

To plan for future financial security.

How has Yianni Theodorou helped you?

Make my pension plans become a reality.

Have you seen the outcome you were hoping for?

Yes

Yianni's reply

Hi Chris, thanks for your feedback - it's much appreciated Yianni

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

i was planning for my retirement

How has Yianni Theodorou helped you?

gave great advise on how to make my money work for me

Have you seen the outcome you were hoping for?

yes, can retire earlier than expected

What could they have done better?

everything was excellent

Yianni's reply

Thanks for your very kind words Anita and hope everything is ok with yourself and Gary Yianni

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

I wanted to find out whether it would be advisable to change my pension provider.

How has Yianni Theodorou helped you?

He was extremely thorough and professional and patient.

Have you seen the outcome you were hoping for?

Not as yet but that’s not because of Yianni.

What could they have done better?

No

Yianni's reply

Thanks for your feedback Denise, much appreciated Yianni

Review from verified client

October, 2021

Overall

Service

Value

Advice

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Yianni Theodorou helped you?

Recommended investments and plan to transfer old pension schemes to one consolidation

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Yianni's reply

Many thanks for posting a Review Andy, much appreciated Yianni

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I needed advice other than from a bank.

How has Yianni Theodorou helped you?

He took more of an interest on a personal basis than the bank ever did.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Maybe less fees, but generally very good.

Yianni's reply

Many thanks for your Review Gary, much appreciated Yianni

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Yianni

Excellent service, open honest and clear advice. Don’t look anywhere else. Thank you

First impression from a user who is not yet a client

December, 2020

Overall

Please provide a brief comment about your experience with Yianni

His team contacted me quickly and were able to help me when a number of other advisers could not. We are still in the discussion process but I am very happy with the service thus far.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Yianni Theodorou helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

Yianni's reply

Thanks very much for your positive review John, much appreciated. Yianni

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Originally Yianni gave me financial advice nearly 30 years ago for a Mortgage. The advice was so good and has been ever since - and here we are all these years later.

How has Yianni Theodorou helped you?

We were unable to get a mortgage - Yianni found a good one for us. Since then, Yianni has looked after my Pension(s) and the results are far better than average year on year.

Have you seen the outcome you were hoping for?

Yes, I would have looked for another FA if they weren't.

What could they have done better?

That's a difficult one as I'm not a financial expert. Plain talking, good explanations of what could happen - both positive and negative. Extremely helpful. Fantastic customer service. There isn't anything more that I could ask for.

Yianni's reply

Many thanks for taking time to provide this review Diane and for your kind words. It's much appreciated. Yianni

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Yianni

I am very satisfied with the advise I received and the implementation of the decisions by Yianni.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Having a defined benefits pension pot that I wanted to access via drawdown and needing specialist help and advice of the options and risks involved.

How has Yianni Theodorou helped you?

Yianni helped by thoroughly explaining the rigid rules and regulations applying to my situation and was open and honest about the pitfalls that may occur. Alao explaining the rigorous regulatory checks placed on himself personally and professionally to ensure the correct outcome in my personal circumstances was achieved. He went over and above the level of analysis I was expecting.

Have you seen the outcome you were hoping for?

Yes I am very happy with the outcome which has given me the flexibility and future financial stability I required.

Yianni's reply

Many thanks for taking the time to send this review Bryn and for your kind words. Yianni

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I have recently reached the age of 65 and needed help to gain the best out of my pension pot

How has Yianni Theodorou helped you?

Yianni sorted out everything for me and made the process must easier than I expected

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

I could not have expected more from Yianni. He was extremely helpful. He is very friendly and put me at ease.

Yianni's reply

Thanks for your kind words Kym, much appreciated Yianni

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I had a few pensions but was struggling to keep track of them. I wanted some guidance and to have my pensions to hand for me to keep track of moving forward.

How has Yianni Theodorou helped you?

Yianni asked me to visit his offices so we could run through everything. He was very helpful and explained everything so 'i could understand it as I do find pensions complicated.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am very happy with Yianni

Yianni's reply

Thank you so much for your positive review Simon. It means a lot. Yianni

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

I have 6 separate pensions and wanted to put them all together.

How has Yianni Theodorou helped you?

He is helping me get them all together.

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

Nothing. He has been very professional and very knowledgeable and very easy to get on with.

Yianni's reply

Thanks for a great review Lee! Yianni

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Transfer of a pension fund.

How has Yianni Theodorou helped you?

He carried out the transaction in a timely efficient manner. This enabled me to plan for my future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I feel very satisfied with the service.

Yianni's reply

Thanks for taking the time to submit a Review Diane - much appreciated. Yianni

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Poorly performing pensions that I had neglected for too long.

How has Yianni Theodorou helped you?

First of all he provided education about pensions and he helped me consolidated various pensions and put me back on track. I am very grateful that he was recommended to me, he has greatly improved my prospects for a secure financial future.

Have you seen the outcome you were hoping for?

Considering the position I was in previous to meeting Yianni, the outcome to date has by far surpassed my expectations, I am very happy with the service I have received.

What could they have done better?

Nothing at all, he has lived up to his statement of integrity, I trust this man implicitly

Yianni's reply

Thanks for your kind words Dave, they mean a lot. Yianni

Review from verified client

November, 2020

Overall

Advice

Value

Service

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Needed advice on current pension situation

How has Yianni Theodorou helped you?

Assisted in moving small company pension schemes in to my main scheme whilst looking at benefits and consequences

Have you seen the outcome you were hoping for?

Not yet, still in progress

What could they have done better?

Nothing

Yianni's reply

Thanks very much for your Review Andy. It's much appreciated. Yianni

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

In today’s climate I feel it is imperative for each of us to maximise our investment potential. Therefore it makes sense to take professional advice.

How has Yianni Theodorou helped you?

Yianni takes the time to listen to clients needs and explains clearly and concisely. Therefore I feel confident I know exactly how my investments are working for me.

Have you seen the outcome you were hoping for?

So far I’ve been extremely pleased.

What could they have done better?

Nothing. Both Yianni and his team are always available to answer queries.

Yianni's reply

Thank you so much for your positive Review Helen. It's really appreciated. Yianni

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in North Yorkshire

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Yianni Theodorou helped you?

Pension transfers drawdown advice

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

A very tricky year 2020 very difficult to do anything to improve what is a first class adviser ..

Yianni's reply

Thank you so much for taking time to send a Review Paul. It's really appreciated. Yianni

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

Advice on my pensions

How has Yianni Theodorou helped you?

Yanni went through all my pensions and talked me through how pension draw down works and gave me advice and options for me to consider.

Have you seen the outcome you were hoping for?

Yes great to see my investment is working for me.

What could they have done better?

Nothing everything Yanni went through was very thorough and professional and explained everything in a clear understanding.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Yianni

Never contacted me

Yianni's reply

We contacted Mr Lythgoe immediately (within an hour) of receiving the enquiry. Mark Persechino from the company made contact and after a discussion with Mr Lythgoe, it was agreed that Logic Wealth Planning could not assist. I disagree with the comments made and will be taking this up direct with Mr Lythgoe.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Had an insurance payout and needed advice on how to make my money work for me.

How has Yianni Theodorou helped you?

Yianni took over my portfolio when my previous advisor moved abroad. Yanni was great explaining things to me (several times sometimes!) giving me different options but not trying to push me into something I wasn’t happy about. The advice he gives me suits my personal risk profile. He’s emails or phones me back if I have a question about an investment or need to withdraw some money very promptly. I’m so pleased with his service that both my daughters have had Yanni advise them also. He again was very understanding to them both as at the time they were late teens and rather nervous.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not really

Yianni's reply

Thank you very much for your kind words Sue. Yianni

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Pensions / mortgage

How has Yianni Theodorou helped you?

Both

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I know of

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for an adviser?

Pensions and wealth management advice

How has Yianni Theodorou helped you?

He provided us with advice on our private pensions and long term care of our finances

Have you seen the outcome you were hoping for?

Without doubt, exceptional growth and sound advice has seen our private pensions soar in value

What could they have done better?

If i am honest nothing, he has more than answered any questions, spends time with us each meeting and stays in touch. i have spoken to a few advisors over the years and he is way ahead of any of them due to his honesty and sound advice

Yianni's reply

Thank you so much for the great review Darren, it is greatly appreciated. Thanks again Yianni

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

New pension freedom opportunities available to me at 55 discover options

How has Yianni Theodorou helped you?

Very professional took time to understand me and my plans. Extensive research by Yianni and then provided excellent suite of options

Have you seen the outcome you were hoping for?

Absolutely and with ongoing reviews ever since

What could they have done better?

excellent advice and client understanding. Nothing to add in terms of additional suggestions

Yianni's reply

Thank you for your positive review Martin, it is really appreciated. Yianni

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Mortgage and pension advice

How has Yianni Theodorou helped you?

Excellent advice through his many years of experience

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

As far as I am aware nothing

Yianni's reply

Thank you so much for your review Lesley. I really appreciate it. Yianni

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for an adviser?

Yianni has been our trusted financial adviser for a number of years now, from when we first wanted savings, pensions and investment advice and we've used him ever since that time.

How has Yianni Theodorou helped you?

He provided comprehensive advice on our pensions and ultimately consolidation of a number of schemes and the platform for future growth ever since. He has also provided us with life insurance and savings advice for my husband and I, together with our son and recently mortgage advice.

Have you seen the outcome you were hoping for?

Yes, we are very satisfied with the growth on our investments.

What could they have done better?

Yianni and his team are always approachable, friendly and efficient. I would find it difficult to pinpoint anything specific he could do better - in our view, they provide excellent customer service.

Yianni's reply

Many thanks for your kind words Jo, it means a lot. Yianni

Review from verified client

November, 2019

Overall

Advice