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Why us?

1. We see the world differently

From the beginning, we set out to be more than just another financial planning firm. We wanted to proudly uphold our ethical stance and make a real difference not only in the lives of our clients but also to the planet.

From our ESG funds to being a carbon-neutral business, we hope to attract clients who share a similar ethos and wish to help the planet. We might be a small business, but we will make a big difference.

2. We’re a small but mighty team

You should never underestimate the impact of a small financial planning firm. Being a sole planner firm allows us to provide more individual service to our clients, and we can build deeper, long-term relationships.

We love to keep up with your every move and see how your plans progress, and we’ll always be at the end of the phone or available on a video call whenever you need us. With the right team on your side, the sky’s the limit!

3. We coach, you grow

Although we call ourselves financial planners, what we really provide is a financial coaching and planning service.

As part of the coaching side of things, we help you understand more about your finances and the reasons for making certain decisions. The planning aspect follows as we implement your plans and keep you on track.

4. We act independently

We set up Wholesome knowing that we didn’t want to be tied to any specific financial institution or product, which is why we act as independent financial planners.

This allows us to provide objective recommendations tailored to your specific needs and goals. We prioritise your best interests and build long-term relationships based on trust and transparency.

We're Ecologi members

Speaking of making a difference, we are fully-fledged members of Ecologi, whose mission is to inspire and empower businesses to accelerate global climate action.

From tree planting, to funding certified climate avoidance projects, through to calculating our carbon footprint, we’ve partnered with Ecologi to help make an impact. Click the logo here to follow us on our journey and see how many trees have been planted on our behalf.

We offset our carbon footprint via Ecologi

We're 1% for the Planet members

We’ve committed to donate 1% of our revenue for the planet. 1% for the Planet accelerates smart environmental giving and works to prevent greenwashing, certify reputable giving and provide accountability for environmental giving.

Why 1% of annual sales? For businesses of any size, 1% of sales – not profits – is a real and substantial commitment. Currently, only 3% of philanthropic giving goes to the environment.

Our planet needs more support and the 1% for the Planet® network is on a mission to change that and one which we are proud to be members of.

View our 1% for the Planet profile

We're national award finalists

We’re recognised for our high quality service and sustainability. At the Professional Adviser 2026 Awards we are finalists in three prestigious categories:

Best Adviser Firm for ESG
For embedding sustainability at the heart of our advice and business.
Best Client Engagement
For creating meaningful, transparent relationships with every client.
Best Adviser Website
For delivering clarity and accessibility through our digital experience.

These nominations reflect our dedication to sustainable planning delivered with high quality communication.

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 hello@wholesomefp.co.uk

3 School Terrace
Reading
RG1 3LS

Mon-Thur 9-5