Wholesome Financial Planning

Wholesome Financial Planning is an independent financial planning firm that provides financial advice to clients at different life stages. They emphasize responsible and ethical investing and use technology and experienced planners to assist clients in reaching their financial goals.
  • Investment advice
  • Pension management
  • Retirement planning
  • Sustainable investing
  • Independent financial planning

Size
Small
Phone
0118 315 1712
Email
Available in Endole App
Locations
3 School Terrace, RG1 3LS
01183151712
Digital Popularity
Social Media
Competitors
Heron House
Heron House provides financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees.
Skyblue Financial Planners
Skyblue Financial Planners offers a fresh approach to financial planning in the UK, providing a full range of services typically expected from Independent Financial Advisers.
Pennymatters
Pennymatters is an Independent Financial Planning practice comprised of highly qualified and experienced individuals with extensive market knowledge.
Company Details
Wholesome Financial Planning is operated by Wholesome Financial Planning Limited and is a Active company incorporated on 3 March 2023 with the registered office located in Reading, Berkshire. Wholesome Financial Planning Limited was registered 2 years 8 months ago.

Status
Active
Size
Micro
Directors
2
Age
2 years 8 months old
Employees
1
Turnover
Unreported
Total Assets
£23.46K
Cash in Bank
Unreported
Total Liabilities
-£25.8K

Director • British • Lives in England • Born in Jan 1993
Director • British • Lives in England • Born in Sep 1992
Mrs Lucy Kate Grifferty
PSC • British • Lives in England • Born in Sep 1992
Mr Matthew John Grifferty
PSC • British • Lives in England • Born in Jan 1993