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Empowering you to make better financial decisions

So, you want to
know about us?

We are independent financial planners who use our expertise to propel you through different stages of life. Wherever you are on your financial journey and wherever you are based – we will make your goals happen. Focused on providing a responsible and ethical service, we rely on modern technology, the best partners and our experienced financial planner, Lucy.

Making a difference is what gets us out of bed every day (and our three dogs!). We will never stop caring, listening and discovering.

Read our story

What life stage are you in?

As your life changes, so do your financial needs. From purchasing your first home to preparing for retirement, we ensure you’re always prepared for life’s next big adventure.

Saving for a home

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Receiving a lump sum

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Starting
a familiy

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Settled but need advice

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Thinking about retirement

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Already in retirement

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All life stages

Seizing the moment for change

Our passion for responsible investing informs our every action. We have an important role to play in the transition to a more sustainable world. Investing for the long term means we think about future generations and sustainability and our ESG funds demonstrate how responsible we are.

Our investment philosophy
Wholesome Financial Planning Limited profile

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We’re all ears

    0118 315 1712

    3 School Terrace
    Reading
    RG1 3LS

    Mon-Thur 9-5

    We offset our carbon footprint via Ecologi

    Wholesome Financial Planning Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. We are registered in England and Wales (14702409) with our registered address at 3 School Terrace Reading RG1 3LS (FRN:995296).

    This website is for UK residents only.

    Approved by In Partnership FRN 192638 October 2024

     

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