Wholesome Financial Planning Limited
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- 3 School Terrace, Reading, Berkshire, RG1 3LS
Firm Services
You want your money to work hard for you and for the planet. That’s our vision too. At Wholesome Financial Planning, we help you take control of your financial future while aligning your investments with the values that matter most to you. You might be looking to tackle environmental and social issues through your investments, or simply want a fairer, more transparent way to pay for financial advice. You don’t need a background in finance, just a desire to make informed, values-based decisions. We’ll help you fill in the gaps, define your life goals, and build a financial plan that feels right for you. - Our service is 100% remote We use the latest tech to keep things simple, efficient, and low-cost. - You’ll only ever pay a fixed fee We don’t believe in percentage-based charges. Instead, we charge based on the complexity of your case - no hidden surprises, and no subsidising other clients’ fees.
Their team includes 2 financial advisers. Check FCA registration here.
Wholesome Financial Planning Limited are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Wealth Management
- ✔ Life Insurance
Directions to Wholesome Financial Planning Limited from the Motorway
- From the M4 motorway:
- At junction 12, proceed to the A4 exit pointed towards Theale/Reading (W)/Reading W.
- Once at the roundabout, make your way to the first exit onto Bath Road, also known as A4; continue to follow the A4.
- Upon reaching the roundabout, take the first exit onto Bath Road or A4.
- At the following roundabout, again take the first exit and stay on Bath Road/A4. Maintain this route on Bath Road.
- Turn slightly right onto Bath Road, now also known as A4155, and continue to follow the A4155 road.
- Approaching the roundabout, take the third exit leading onto the A329 ramp.
- Make a slight left turn onto A329.
- Continue straight ahead to stay on A329.
- Proceed by turning right onto Watlington Street, labelled A329, and continue to follow the A329.
- Make a left turn onto Rupert Street.
- Proceed onto Orts Road.
- Next, turn left onto Cumberland Road.
- Lastly, turn right onto School Terrace. Your destination will be situated on your right.
List of advisers under Wholesome Financial Planning Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.