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Meet the team

Lucy Grifferty

As founder and co-owner of Wholesome Financial Planning, Lucy brings years of financial experience and a personal approach to financial planning. Lucy helps people in mid to later life understand their current circumstances. Whether you’re in your 30s or 40s eyeing an early retirement, or retirement is on the horizon, she can support you and help you achieve your goals.

Meet Lucy

Matt Grifferty

As a co-owner and financial planner, Matt brings over a decade of experience helping clients understand their financial position and make confident decisions about the future. He enjoys building long-term relationships and helping people turn complex financial matters into clear, achievable plans. Whether retirement is approaching or you’re in your accumulation years aiming for an early retirement, Matt can help you to understand where you are now and get to where you want to be.

Meet Matt

Chief happiness officers

Our chief happiness officers have a fairly limited job description: just being themselves! Once their morning walk is complete, they settle into their daily tasks, which mostly involve napping, eating and barking at the postman.

Meet them

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0118 315 1712 hello@wholesomefp.co.uk

3 School Terrace
Reading
RG1 3LS

Mon-Thur 9-5