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Holly Mackay
Holly MackayFounder and CEO
Lucy Grifferty
Contributor

Lucy Grifferty

Director & Independent Financial Planner

Reading, Berkshire
Lucy Grifferty
Contributor

Lucy Grifferty

Director & Independent Financial Planner

Reading, Berkshire

Financial Planner Lucy Grifferty helps people in mid to later life understand their current circumstances through financial planning. She supports them and helps them achieve their personal goals through the implementation of tailored financial advice.

About Lucy Grifferty

After graduating from university, Lucy tried her hand as an auditor. She enjoyed the challenges but not the lack of work-life balance or the limited human interactions!

Lucy was given the opportunity to join a firm as an apprentice financial adviser, and the rest is history. She is now running Wholesome Financial Planning, which has allowed her to control her workload and work with friendly people every day.

Likes
Reading
Travelling
Dogs - I have three!
Football - a Reading FC season ticket holder
Dislikes
Tea & coffee
Early mornings
Cliffhangers in books

Information

Specialisations

Defined Contribution Pension Transfers
Goal-based financial planning
Pensions
Investment and savings
Retirement planning
Pensions
Socially responsible investing
Sustainable Investing

Qualifications

CII Level 4 Diploma in Regulated Financial Planning
CII Level 3 Award in Long Term Care Insurance

Fee structure

Fixed £ fee