


Wholesome Financial Planning Email Formats
Financial Services • Reading, England, United Kingdom • 1-10 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.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@wholesomefp.co.uk | 66.7% |
{first initial} | j@wholesomefp.co.uk | 33.3% |
Key Contact at Wholesome Financial Planning
Lucy Grifferty-Independent
Director & Independent Financial Planner
Company overview
| Headquarters | Reading, England, United Kingdom |
| Website | |
| NAICS | 52 |
| 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 |
| Founded | 2023 |
| Employees | 1-10 |
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
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Wholesome Financial Planning has never raised funding before.
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