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Financial Planners in Reading

Your financial planning, made for life in Reading

At Wholesome, we help people in Reading make clear, confident decisions about their money at every stage of life. Whether you’re building your career, supporting a family, planning for retirement or already enjoying it, we create a plan that fits the way you live and the future you want.

We offer transparent fixed‑fee financial planning that’s easy to understand, fully independent, and aligned with your values.

Who we help in Reading

We work with a wide range of people in and around Reading, including:

  • Young professionals starting to build wealth
  • Families balancing mortgages, childcare, and long‑term goals
  • People changing careers or becoming self‑employed
  • Those preparing for retirement
  • Retirees wanting clarity, comfort and confidence in later life

Whatever life stage you’re in, we help bring everything together into a plan that feels simple, calm, and achievable.

How we work with clients in Reading

We offer:

  • Fully remote advice, designed to fit around busy lives
  • Clear, open communication through video calls, email and secure online tools
  • Fixed‑fee, independent financial planning with no product bias
  • ESG-focused investing included for every client
  • A no‑paper approach wherever possible*
  • Straightforward, human explanations; no jargon, no overwhelm

We’re based in Reading and work with clients across the wider area, including the surrounding towns and villages.

*Some providers still require occasional paperwork

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

We’re all ears

    0118 315 1712

    3 School Terrace
    Reading
    RG1 3LS

    Mon-Thur 9-5

    Wholesome Financial Planning
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