Wealth & finance International - Wealth & Money Management Awards 2017

www.wealthandfinance-intl.com 19 family. Online technology has also played an important part in the company’s success. “Our business has grown substantially within the last few years needing the company to move to new premises in 2015 in order to enable us to expand and recruit more members of the team. We have also focused closely on creating effective online marketing and maintaining a constant presence on Social Media, all of which has ensured that our name and our reputation has become more widely known. Our last 12 months has been especially busy as more of our clients continue to recommend us and the financial performance of the company is a by- product of the ongoing hard work as a team and the effort we put into our relationship with each and every client.” “The company has fully embraced technology in order to maximise client engagement at every opportunity, accepting that this is the way forward for success. For example, our Financial Advisers access mobile apps via their iPads to enable us to assess our client’s attitude to risk and undertake cashflow planning and analysis, whilst we can also provide our clients with a bird’s eye view of their investments via an online portal.” Moving forward, Yianni discusses the firm’s future plans, telling us about its upcoming projects and other ventures that the firm is involved in. “The company is planning to offer a robo-advice financial planning service, in order to cater for those individuals who would prefer not to interact with a financial adviser face to face. “The firm will continue to grow its team of personnel as the business continues to expand. “The team also enjoy working within the community and are involved with various charities, including organizing an annual Golfing Event to raise funds for Springhill Hospice in Rochdale Looking to the future of the market, Yianni foresees many changes and advancements within the wider financial industry. He outlines how Logic Wealth Planning will adapt to these developments, highlighting the need for flexibility and sustainability within the company. “Whilst regulation in the industry never appears to slow down, we believe that businesses like our own will become subject to further compliance developments and requirements in the future. As such, Logic Wealth Planning needs to maintain the balance of being robust enough to withstand this yet just as importantly flexible enough to accommodate everything that is required from it to sustain its development.”