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Your life stages

Does this sound like you?

  • You’d like to build a lasting relationship with a financial planner who will be by your side throughout your lifetime.
  • You are unsure about your finances and what you would like to achieve in life.
  • You are flexible and willing to make changes and work with us, listening to our recommendations.
  • You care about the planet and would like to take an ethical approach to investing.
  • You aren’t driven purely by investment returns and understand our investment philosophy.

We understand your ambitions

We provide responsible, wholesome financial planning for those who want help to realise and achieve their financial goals.

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 family

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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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We’re all ears

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    0118 315 1712

    3 School Terrace
    Reading
    RG1 3LS

    Mon-Thur 9-5

    We offset our carbon footprint via Ecologi

    Wholesome Financial Planning Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. We are registered in England and Wales (14702409) with our registered address at 3 School Terrace Reading RG1 3LS (FRN:995296).

    This website is for UK residents only.

    Approved by In Partnership FRN 192638 October 2024

     

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