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Wholesome Financial Planning

Wholesome Financial Planning Email Formats

Financial ServicesFlag of GBReading, England, United Kingdom1-10 Employees

Wholesome Financial Planning Email Formats

Wholesome Financial Planning uses 2 email formats. The most common is {first name} (e.g., john@wholesomefp.co.uk), used 66.7% of the time.

FormatExamplePercentage
{first name}
john@wholesomefp.co.uk
66.7%
{first initial}
j@wholesomefp.co.uk
33.3%

Key Contact at Wholesome Financial Planning

Flag of GB

Lucy Grifferty-Independent

Director & Independent Financial Planner

Company overview

HeadquartersReading, England, United Kingdom
Website
NAICS52
Keywords
Investments, Pensions, Investing, Financial Advice, Bonds, Holistic Financial Planning, Financial Planning, Retirement, Protection, Isas, Cash Flow Forecasting, Vcts, Esg Investing, Inheritances, Eiss, Holistic Financial Advice, Gias, Lisas, Setting & Achieving Financial Goals
Founded2023
Employees1-10

About Wholesome Financial Planning

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. 🌱 Your investments can make a difference We’ll show you how to use the buying power of your investments to drive positive change. 🌱 Our clients are a happy bunch We’re so proud that our clients have voted us 5/5 on both VouchedFor and Google. If you’re looking for a forward-thinking, ethical financial planning firm that puts you first, we’d love to hear from you. 👉 www.wholesomefp.co.uk

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Wholesome Financial Planning has never raised funding before.

Wholesome Financial Planning Tech Stack

Discover the technologies and tools that power Wholesome Financial Planning's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Cloudflare Bot Management

Cloudflare Bot Management

Security

Moove GDPR Consent

Moove GDPR Consent

Cookie compliance

Magento

Magento

Ecommerce

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

Calendly

Calendly

Appointment scheduling

Frequently asked questions

Wholesome Financial Planning is located in Reading, England, GB.
Wholesome Financial Planning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Wholesome Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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