Meet the team

 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Richard Chinn 
 
24 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We contacted Wholesome Financial Planning following mediocre service from our previous financial adviser. We had worked with Matt and Lucy previously and had no doubts about their professionalism, attention to detail, sound advice, excellent communication and speedy follow up on actions. As expected, Matt has been superb and given us total confidence that we made the right decision.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 C S 
 
26 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Matt is very professional and has a calm way of communicating, which is important and reassuring. He explains everything clearly and patiently and responds to emails quickly. Fees were clear from the start and I experience him and the service I receive as steady and trustworthy. Highly recommended!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Angela Garwood 
 
153 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Lucy was recommended to us by a friend and was absolutely brilliant throughout. My parents needed guidance with a life insurance policy and she made a rather complex process much more straightforward. She updated us on her progress throughout and communicated clearly and efficiently what we needed to do. She was very reassuring, answering all of their queries and helping my parents understand the more complex elements to the policy. We highly recommend Lucy. Thank you Lucy for all your excellent and thorough work!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Ruth Page 
 
327 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I contacted Wholesome Financial Planning through recommendation of a friend. I asked if it was possible to have a home visit as my husband is disabled. There was no problem and Lucy visited us within 2weeks. Having a pension issue, she managed to explain to us simply and clearly how to solve this ourselves. As we are both over 80 years old, it was refreshing to have Lucy explain (what was for us a complicated issue)in simple terms how to solve it. We like to thank Lucy and Wholesome Financial Planning for a five Star Service.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Kay Wright 
 
437 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Excellent advice and guidance . It is clear Lucy is very knowledgeable in the areas of pensions and investing and has worked very hard to ensure her client base is well looked after . I would not hesitate to recommend her to anyone needing advice or guidance on pensions and pension planning.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Daisy Chains 
 
635 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Lucy provided initial advice. Her communication and response times were excellent based on a very clear pricing structure. Lucy provided clear and concise explanations and was patient when we asked questions. We received clear documentation and explanation of her recommendations.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 M Mayes 
 
729 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We consulted Lucy after having recently retired. Lucy gave us a forecast that helped us to understand whether or not our retirement income was sufficient for our needs. She helped with consolidating separate pension 'pots' into one that can be monitored/managed online and in a fund that better suits our needs. Lucy gave us useful tools that supported with analysing our spending and our priorities for the immediate and longer term future. She arranged several meetings to listen to our needs, including attitude to risk, so that she understood them fully before providing us with advice which she was careful to ensure we understood. She also advised us about key points in the future when we should review if we did not take up the option of an annual review with her. Very satisfied customer!