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Our story

Ok, here’s the full story

Wholesome Financial Planning came about because we wanted to offer responsible advice to everyday people. Unlike traditional advisers, we care more about you and your journey than purely achieving financial gains. We take the time to listen to your unique circumstances, aspirations, and concerns.

Although we are a small firm, we have cemented strong relationships with our partners, which include ebi, the innovative discretionary fund manager, and In Partnership, the leading network of financial and mortgage advisers.

Say “hi” to Lucy

You’re going to know Lucy for a long time, so it’s only right that you find out who she is and what makes her a first-class financial planner!

Lucy established Wholesome Financial Planning because she wanted to help you navigate complex financial landscapes with confidence. And she uses her years of experience to do just that.

Meet Lucy

Embracing financial technology

When we embrace technology in financial services, we unlock a world of limitless possibilities. From the moment you join our family, you’ll find it to be a seamless experience, as you can book appointments online and access your own client portal.

Giving back to our community

One of our key objectives is to build upon our community and charitable initiatives. Everyone who needs advice should be able to receive it. In the coming years, we will give pro bono advice and look after those clients who may not typically meet the criteria of other firms.

We’re all ears

0118 315 1712 hello@wholesomefp.co.uk

3 School Terrace
Reading
RG1 3LS

Mon-Thur 9-5