0118 443 0107
Based in Reading
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Lucy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 May 2025
Lucy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Lucy has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lucy has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Lucy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Lucy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lucy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Lucy has provided information on their typical fees
Lucy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
24
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 24 first impressions)
100% of users who are not yet clients had a positive first experience with Lucy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 24 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Lucy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 May 2025
Lucy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Lucy has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lucy has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Lucy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Lucy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Lucy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Lucy has provided information on their typical fees
Lucy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
24
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 24 first impressions)
100% of users who are not yet clients had a positive first experience with Lucy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 24 first impressions)
I am a director and independent financial planner at Wholesome Financial Planning. Our aim as a company is to help you identify and achieve your financial goals whilst incorporating sustainable viewpoints which challenge global environmental and social issues. Ultimately, I will work with you to understand your current circumstances, identify what you want to achieve and help you reach those goals. It’s also part of my role to help you understand that protecting yourselves and your family against the unexpected but harmful events that could happen is very important! The key stone of the whole process is your understanding. I don't believe that any client should take out a product or policy without fully grasping what it is and why it is important and suitable for them to do so. The educational aspect of the journey is important in achieving this – making you able to make informed decisions. Please get in touch if you think I would be a good match for you, or if you want any further information.
Offers available through VouchedFor
Contact Lucy through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lucy's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Wholesome Financial Planning Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. We are registered in England and Wales (14702409) with our registered address at 3 School Terrace Reading RG1 3LS (FRN:995296).