Wholesome Financial Planning - Reading

When seeking reliable financial guidance, Wholesome Financial Planning stands out as a beacon of trust and expertise. Located at 3 School Terrace, Reading RG1 3LS, United Kingdom, this financial planning service is conveniently situated and dedicated to helping individuals like you achieve financial clarity and security. To reach them, you can call 1183151712 or visit their insightful website at wholesomefp.co.uk.

Key Features:

- Specialties: As a Financial Planner, Wholesome Financial Planning offers personalized advice tailored to your unique financial situation. Their expertise spans across various financial landscapes, ensuring comprehensive planning.

- Accessible Services: The firm embraces modern convenience with Online Appointments and Onsite Services, making it easy for you to schedule a consultation that fits your lifestyle.

- Inclusivity: Recognizing the diverse needs of their clientele, Wholesome Financial Planning provides Language Assistance and ensures that their facility, including a Wheelchair Accessible Parking Lot and clean Restroom, is accommodating for everyone.

- Customer Reviews: The company boasts a commendable reputation with 2 glowing reviews on Google My Business, reflecting an impressive . This speaks volumes about their commitment to excellence and customer satisfaction.

For someone in search of Financial Planning services, Wholesome Financial Planning offers a holistic approach to managing finances. Their Website provides valuable resources and insights into financial management, while their Phone Number guarantees direct communication for inquiries.

It's crucial to note the Other Points of Interest they offer, which include flexible appointment scheduling and language support, ensuring a comfortable and inclusive experience for all customers.

Final Recommendation:

If you're looking to take control of your financial future, don't hesitate to contact Wholesome Financial Planning. Their dedication to providing tailored financial advice, combined with their accessible services and positive customer feedback, makes them a standout choice. Visit their website at wholesomefp.co.uk to learn more and perhaps schedule your first step towards financial wellness today. Remember, a financially sound future starts with informed planning – Wholesome Financial Planning is here to guide you every step of the way.

👍 Reviews of Wholesome Financial Planning

M M.

5/5

We consulted Lucy after having recently retired. Lucy gave us a forecast that helped us to understand whether or not our retirement income was sufficient for our needs. She helped with consolidating separate pension 'pots' into one that can be monitored/managed online and in a fund that better suits our needs. Lucy gave us useful tools that supported with analysing our spending and our priorities for the immediate and longer term future. She arranged several meetings to listen to our needs, including attitude to risk, so that she understood them fully before providing us with advice which she was careful to ensure we understood. She also advised us about key points in the future when we should review if we did not take up the option of an annual review with her. Very satisfied customer!

Daisy C.

5/5

Lucy provided initial advice. Her communication and response times were excellent based on a very clear pricing structure.
Lucy provided clear and concise explanations and was patient when we asked questions.
We received clear documentation and explanation of her recommendations.