Book an appointment

Living our values

Our journey with Ecologi

Climate action can’t wait. As members of Ecologi, we take practical steps to reduce our carbon footprint and create positive change.

Through Ecologi we:

  • Plant trees regularly as a business, as part of a client’s service and instead of sending Christmas cards.
  • Fund certified carbon avoidance projects that cut emissions, restore nature, and support communities.
  • Help restore UK habitats to protect wildlife and maintain healthy soils, which are vital carbon stores.

Every action counts. You can see our contributions with the button below.

Visit the Wholesome forest

Our commitment: 1% for the Planet

Our business exists because of the resources the planet provides, and we believe it’s our responsibility to give back. That’s why we joined 1% for the Planet, a global movement of businesses funding environmental solutions.

What this means for us:

  • 1% of annual sales – not profits – goes directly to environmental causes.
  • We support non-profits restoring ecosystems, protecting biodiversity, and fighting climate change.
  • We’re part of a worldwide network driving real, measurable impact for people and planet.

Only 3% of charitable giving currently supports the environment. We’re proud to help change that.

View our 1% for the Planet profile

Chocolate with an impact

Even small gestures can make a big difference. For birthday and thank you gifts, we choose Tony’s Chocolonely – a brand on a mission to make chocolate 100% slave-free.

The chocolate industry has a bitter truth: millions of cocoa farmers live in poverty, leading to child labour and exploitation.

Tony’s is working to change that by:

  • Driving industry change through Tony’s Open Chain which invites other brands to join their mission.
  • Fighting child labour by using a Child Labour Monitoring and Remediation System (CLMRS).
  • Paying a higher price so that farmers receive a living income premium on top of Fairtrade.
  • Using 100% traceable cocoa beans so they know exactly where their cocoa comes from.
  • Working with cooperatives for at least 5 years for stability.

We’re not just saying thanks we’re supporting fair trade and ethical practices in cocoa farming.

Our clients & us

Your money can make a difference. Which is why we use EBI’s portfolios, both for our clients and ourselves. ebi is an innovative discretionary fund manager built on the principles of diversification, sustainable investing and lower-cost portfolio management.

What makes them different:

  • They’re evidence-based approach is built on decades of research to deliver long-term, risk-adjusted returns.
  • Portfolios aim to reduce exposure to high-emission industries, reducing the linked carbon footprint.
  • Investments tilt toward businesses driving solutions for climate and social challenges.
  • Companies are screened for environmental, social, and governance standards.
  • They’re B-Corp certified.

Responsible investing aims to grow your money and create a better world to retire into.

Scroll down to see how much our clients have reduced the emissions associated with their portfolios by.

In the office

For us sustainability starts with everyday choices – at home and in the business. As the office is our home many of the choices we make personally flow into the workday.

At home and work we:

  • Choose Teapigs tea bags, plant-based & Rainforest Alliance Certified.
  • Stock eco-conscious, refillable soaps.
  • Recycle all waste wherever possible.
  • Use 100% renewable electricity.

As a business we also:

  • Regularly delete unnecessary files and emails to reduce storage-related emissions.
  • Use digital processes only (unless paper forms are mandated).
  • Print with EcoTank ink to cut cartridge waste.
  • Source stationery from sustainable providers.

These steps may seem small, but together they make a big difference and reflect our commitment to living our values every day.

Our clients...

have reduced the emissions associated with their portfolios by up to 1,291 metric tonnes of carbon per annum.

That’s the same as:

  • 203 homes’ electricity usage for one year.
  • 31,442,594 cups of tea.

We've prevented...

17.45 tCO2e from being emitted through 9 verified carbon avoidance projects.

While the biggest impact we can make is to reduce our own emissions, carbon avoidance projects all provide complementary climate solutions to prevent greenhouse gas emissions, restore nature, and support local communities.

We've restored...

46m² of UK habitat.

Biodiversity is under threat due to a lack of suitable habitat, but time and again studies have shown that, when we provide this desperately needed habitat, species can return once more to the places where they used to live.

We've funded...

the planting of 344 trees across 12 projects.

Healthy trees sequester CO2, making them climate champions from the moment they’re planted. They also help to restore healthy ecosystems, sequestering and storing even more carbon in soils and plant biomass, as well as boosting biodiversity.

 

Last updated December 2025.

Wholesome Financial Planning Limited profile

Read our VouchedFor reviews

VouchedFor is the UK’s leading independent review site for financial planners. Click on the VouchedFor badge and read what our clients say about our service.

We’re all ears

    0118 315 1712

    3 School Terrace
    Reading
    RG1 3LS

    Mon-Thur 9-5

    Wholesome Financial Planning
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.