Wholesome Financial Planning Limited
3 School Terrace
Reading
RG1 3LS
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(192638) The On-Line Partnership Limited
We are independent financial planners who use our expertise to propel you through different stages of life. Wherever you are on your financial journey and wherever you are based – we will make your goals happen. Focused on providing a responsible and ethical service, we rely on modern technology, the best partners and our experienced financial planner, Lucy.
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).
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.