Yianni Theodorou

Yianni Theodorou

Logic Wealth Planning Ltd

Reviewed for

Insurance and Protection ( 37 )

Mortgages ( 24 )

Pensions ( 128 )

Equity Release ( 7 )

Retirement income (annuities, drawdown) ( 54 )

Auto Enrolment ( 8 )

Investments and Savings ( 98 )

Pension Transfers - Non Specialist ( 34 )

Inheritance Planning ( 23 )

Long Term Care ( 8 )

Pension Transfers - Specialist ( 25 )

Financial Planning ( 31 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 20 )

£100k - £200k ( 37 )

Up to £50k ( 15 )

£50k - 100k ( 17 )

Review

by a verified client in Lancashire

3 months ago

Overall

Advice

Service

Value

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

Newly divorced and needed advice about my future finances

How has Yianni Theodorou helped you?

Given sound advice about my finances that have worked out really well. Happy with the outcome

Have you seen the outcome you were hoping for?

I have and better than I dared hope for

What could they have done better?

In my opinion everything turned out well. Nothing else expected

Yianni:

Sandra, thanks so much for your review. It's much appreciated. Yianni
Review

by a verified client in Lancashire

4 months ago

Overall

Advice

Service

Value

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

Life circumstances dictated the need fo finacial planning

How has Yianni Theodorou helped you?

He has guided me carefully throught the financial circumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing

Yianni:

Keith, Thanks very much for taking the time to send this review. Yianni
Review

by a verified client in West Yorkshire

4 months ago

Overall

Advice

Service

Value

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

for advice on our savings.

How has Yianni Theodorou helped you?

we have been with Yianni for many years and have received excellent advice on various matters.

Have you seen the outcome you were hoping for?

yes we have most certainly.

What could they have done better?

From our point of view,nothing

Yianni:

Peter, Thank you so much for taking time to send this review. It's much appreciated. Yianni
Review

by a verified client in Lancashire

4 months ago

Overall

Advice

Service

Value

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

I was retiring and wanted to consolidate several company pensions, to provide a low risk income.

How has Yianni Theodorou helped you?

Yianni was thorough is assessing my needs and found the right product which met my needs exactly.

Have you seen the outcome you were hoping for?

Despite the ups and downs that the markets have experienced over the past few years the invested capital has shown a steady growth’s.

What could they have done better?

Nothing.

Yianni:

Gary, thanks so much for taking time to leave a review. It's much appreciated. Yianni
Review

by a verified client in Manchester

6 months ago

Overall

Advice

Service

Value

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

I had a company pension from a past job which I needed more information on. I also wanted to find out what had happened to my contributions since I had opted out of Serps many years ago. I didn't fully understand how Serps worked nor the implications of opting out.

How has Yianni Theodorou helped you?

Yianni obtained information about my company pension and explained how the scheme works. Yianni also gave me an explanation as to what 'opting out of Serps' actually means and after investigation and research, he discovered that my Serps payments over the years had grown to be quite a substantial pot - something which was a very nice surprise. This was to become very useful to me in later years and money which I had never factored into my retirement plans.

Have you seen the outcome you were hoping for?

Yes I have. I got full clarity on how my company pension works, but I was delighted to find out that my decision to opt out of Serps many years ago, had allowed a savings pot to grow steadily and substantially over that time without me being aware. So what Yianni unearthed was fantastic and very welcome news to me. He helped me understand my options at that point and how best I could make sure that this money continues to work hard for me. A great result.

What could they have done better?

Even though I was asking him questions about schemes which I really didnt understand, Yianni very patiently gave me all the information and clarity I needed in easy to understand simple jargon-free language. And he fully met the brief of helping me to understand much more about the schemes involved. He could not have done any more - his help and the time he spent with me was invaluable and he couldnt have done any more.

Review

by a verified client in Merseyside

6 months ago

Overall

Advice

Service

Value

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

I have known and worked with Yianni for many years and will trust nobody else, I needed assistance combining old auto enroled pensions to my personal one.

How has Yianni Theodorou helped you?

Where the organisations of the AE Pension schemes were less than helpfull Yianni made a simple job of the transfers

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Yianni:

Many thanks for your feedback Stan, it's much appreciated. I hope you're keeping well. Best wishes Yianni
Review

by a verified client in Lancashire

6 months ago

Overall

Advice

Service

Value

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

To transfer pension funds

How has Yianni Theodorou helped you?

Yianni has helped immensely over the last few years..

Have you seen the outcome you were hoping for?

Yes, continued good advice and ongoing growth of investments

What could they have done better?

I can't fault the service provided by Yianni and Logic Wealth Planning

Yianni:

Jules, thanks so much for taking time to let me have your feedback. I hope you're keeping well. Best wishes Yianni
Review

by a verified client in Lancashire

7 months ago

Overall

Advice

Service

Value

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

Needed advice regarding my pensions.

How has Yianni Theodorou helped you?

Helped get all my pensions together and looking after my life insurance cover.

Have you seen the outcome you were hoping for?

Absolutely, even when I was not contributing my pension was growing all the time.

What could they have done better?

Nothing, I'm really pleased with how my money is looked after. My advise from Yianni has been first class and feel secure that my money is in good hands.

Yianni:

Thanks for your feedback Lee, it means a great deal and it's much appreciated. Yianni
Review

by a verified client in Lancashire

7 months ago

Overall

Advice

Service

Value

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

I had some money from an accident insurance claim that I needed advice on how to manage it.

How has Yianni Theodorou helped you?

Yianni has guided me how to get the best investment for my risk profile. Yianni helped me consolidate some work pensions that had been sealed.

Have you seen the outcome you were hoping for?

Yes I have been very satisfied with the performance of the investment

What could they have done better?

For me personally I don’t think there is anything that could be done better

Yianni:

Jerry, thanks so much for taking time to let me have this feedback. It's much appreciated. thanks and best wishes Yianni
Review

by a verified client in North Yorkshire

7 months ago

Overall

Advice

Service

Value

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

Pension transfers

How has Yianni Theodorou helped you?

Yianni did my initial pension transfer and as continued to give me advice going forward

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Yianni:

Thanks very much for your feedback Paul, it means a lot. I hope you're keeping well. Best wishes Yianni
Review

by a verified client in Manchester

7 months ago

Overall

Advice

Service

Value

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

I was combining several pensions following my Divorce.

How has Yianni Theodorou helped you?

Yianni has helped me tremendously. In particular, by breaking down complex financial matters into understandable sections, that have enabled me to make an informed choice about my finances, and my future financial needs and requirements. I feel that with Yianni's support and guidance, for the first time in my life, I have financial stability and security. This has been life changing for me, following the emotional and financial trauma of divorce.

Have you seen the outcome you were hoping for?

Yes, I feel in control of my finances and a greater sense of autonomy and personal responsibility.

What could they have done better?

N/A

Yianni:

Thanks for your feedback Lisa, it's much appreciated. Yianni
Review

by a verified client in Lancashire

8 months ago

Overall

Advice

Service

Value

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

Multiple pensions and wanted to amalgamate them all.

How has Yianni Theodorou helped you?

Amalgamated all my accounts.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Yianni:

Thanks so much for taking time to send me your feedback Lee, it's much appreciated and means a lot. Best wishes Yianni
Review

by a verified client in Manchester

8 months ago

Overall

Advice

Service

Value

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

Approaching retirement

How has Yianni Theodorou helped you?

Helped significantly to organize finances and understand what I could achieve with good planning

Have you seen the outcome you were hoping for?

Yes, managed to retire earlier than expected and maintain my lifestyle

What could they have done better?

Online Access portal could be better (info updated more often)

Yianni:

Hi Gary, Thank you so much for taking time time to let me have your feedback. It's very much appreciated. Your comments about online access have been fully noted and will be taken on board. Best wishes Yianni
Review

by a verified client in Lancashire

8 months ago

Overall

Advice

Service

Value

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

We wanted to invest for our future and retirement.

How has Yianni Theodorou helped you?

We have known Yianni in a professional capacity for over 30 years and he has always given first class, friendly advice and excellent service, which has been very advantageous to me and my husband who have now retired and can reap the benefits.

Have you seen the outcome you were hoping for?

Yes and exceeded mexpectations.

What could they have done better?

Nothing more for my requirements and I am continuing to receive excellent advice from Yianni for my future.

Yianni:

Kath, Thank you so much for taking time to let me have your feedback. It's really very much appreciated. Kind regards and best wishes Yianni
Review

by a verified client in Lancashire

8 months ago

Overall

Advice

Service

Value

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

We wanted to invest for our future and retirement

How has Yianni Theodorou helped you?

Yianni has always been clear and consice with the information he has given me

Have you seen the outcome you were hoping for?

Yes and it has exceeded my expectations

What could they have done better?

Nothing.I feel that I have always been given the best advice.

Yianni:

Thanks for completing this Colin, your comments mean such a lot. Best Wishes Yianni
Review

by a verified client in Lancashire

8 months ago

Overall

Advice

Service

Value

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

To help with financial planning IE pensions

How has Yianni Theodorou helped you?

He has given sound advice on planning my retirement investment

Have you seen the outcome you were hoping for?

Yes Yianni is very professional.

What could they have done better?

They could not have done anything better.

Yianni:

Thanks so much for taking the time to reply John, your comments are very much appreciated. Best Wishes Yianni
Review

by a verified client in Lancashire

8 months ago

Overall

Advice

Service

Value

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

information on buy to let mortgages and financial planning

How has Yianni Theodorou helped you?

Investing, mortgages, wills, consolidation of pensions and pension advice

Have you seen the outcome you were hoping for?

very much so

What could they have done better?

nothing at all unless they could have prevented the pandemic !

Yianni:

Hi Sue, Thank you for your kind comments. I really do appreciate you taking time to send us your feedback. Kind regards Yianni
Review

by a verified client in Lancashire

8 months ago

Overall

Advice

Service

Value

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

Had a pension pot and didn't know what to do with it.

How has Yianni Theodorou helped you?

With excellent advice , help , care and ongoing assistance to succeed with pension use

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing.

Yianni:

Stephen, Thank you so much for your kind comments and for taking the time to send us your feedback. It's much appreciated. Best wishes Yianni
Review

by a verified client in Lancashire

9 months ago

Overall

Advice

Service

Value

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

Money left in a will

How has Yianni Theodorou helped you?

Investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Yianni:

Alison and Chris, Thank you so much for your comments, they're much appreciated. Best wishes Yianni
Review

by a verified client in Manchester

9 months ago

Overall

Advice

Service

Value

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

I had multiple pensions and was unsure whether they would perform better as a larger investment sum if merged.

How has Yianni Theodorou helped you?

Yianni has provided excellent advice over the years that I have been a client. He is extremely thorough and articulate, as well as being a truly lovely guy. Everything explained to you in a meeting is provided in written format if you would like to refer back to anything. He is also clear about risks and ensures you understand the potential pro's and cons of all decisions you make. He allocates a significant period of time to his appointments to ensure you have time to cover everything and fell valued. My pension performed significantly better after involving Yianni and merging my pensions and moving to something better suited to my aspirations. We meet every 12 months to discuss performance and to assess whether my requirements of my pension have changed at all. Yianni also assisted when I wished to draw down some of my pension for a property purchase abroad and advised my mother-in-law after she lost her husband. I would have no hesitation in recommending Yianni to anyone (and frequently do!)

Have you seen the outcome you were hoping for?

No - it was exceeded significantly and continues to perform well despite the impact of world events on the financial markets. I will have a much better retirement than anticipated thanks to Yianni's expertise.

What could they have done better?

N/A

Yianni:

Bev and Ged, Thank you so much for taking the time to respond and for your kind comments. They mean a great deal. Best wishes Yianni
Review

by a verified client in Cheshire

9 months ago

Overall

Advice

Service

Value

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

Yianni has provided trusted pension and financial planning to me for many. I wanted to release some of my pension funds to enjoy life a bit more.

How has Yianni Theodorou helped you?

Yianni gave me advice and support that I could trust. He helped me release some of my pension quickly and smootly

Have you seen the outcome you were hoping for?

Yes absolutely.

What could they have done better?

Nothing really. The whole transaction was conducted efficiently and effectively. I was very pleased with everything.

Yianni:

Hi Darren Thanks very much for your valauble feedback, its much appreciated. Best wishes Yianni
Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Swansea

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in West Sussex

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in East Riding

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

2 years ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

2 years ago

Overall

Advice

Service

Value

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:

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

by a verified client in East Riding

2 years ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

2 years ago

Overall

Advice

Service

Value

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:

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

by a verified client in Manchester

2 years ago

Overall

Advice

Service

Value

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:

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

by a verified client in Manchester

2 years ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

2 years ago

Overall

Advice

Value

Service

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:

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

by a verified client in Lanarkshire

2 years ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

2 years ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

2 years ago

Overall

Advice

Service

Value

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:

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

by a VouchedFor user

3 years ago

Overall

Please provide a brief comment about your experience with Yianni

He did NOT phone at all!

First impression

by a VouchedFor user

3 years ago

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:

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

by a verified client in Manchester

3 years ago

Overall

Advice

Service

Value

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:

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

by a verified client in Lancashire

3 years ago

Overall

Advice

Service

Value

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:

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

by a verified client in Pembrokeshire

3 years ago

Overall

Advice

Service