Radiant Financial Planning Limited

Date authorised
1 April 2013
Companies House
03916451
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Sovereign Place
    20 The Point
    Market Harborough
    Leicestershire
    LE16 7QU
    UNITED KINGDOM
    Phone
    +441858469910
  • Complaints Contact

    Sovereign Place
    20 The Point
    Market Harborough
    Leicestershire
    LE16 7QU
    UNITED KINGDOM
    Phone
    +4401858469910

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Simon Mark Cogman-Hellier

    IRN SXH00048

    • SMF3 Executive Director (since 18 Mar 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 29 Nov 2021)
    • SMF16 Compliance Oversight (9 Dec 2019 to 29 Nov 2021)
    • SMF3 Executive Director (9 Dec 2019 to 5 Aug 2022)
    • Responsible for Insurance Distribution (20 Dec 2018 to 5 Aug 2022)
    • Responsibility for MCD Intermediation (20 Dec 2018 to 5 Aug 2022)
    • CF11 Money Laundering Reporting (20 Dec 2018 to 8 Dec 2019)
    • CF1 Director (AR) (22 Sep 2017 to 24 Jun 2020)
    • Responsible for Insurance Mediation (6 Jul 2015 to 16 Apr 2018)
    • CF10 Compliance Oversight (6 Jul 2015 to 16 Apr 2018)
    • CF1 Director (6 Jul 2015 to 8 Dec 2019)
  • Steven McGregor Haldane

    IRN SMH00020

    • [FCA CF] Client dealing (24 May 2023 to 30 Nov 2024)
    • [FCA CF] Functions requiring qualifications (24 May 2023 to 30 Nov 2024)
  • Steven Ray Thompson

    IRN SRT00016

    • [FCA CF] Client dealing (23 Nov 2022 to 11 Jul 2024)
    • [FCA CF] Functions requiring qualifications (23 Nov 2022 to 11 Jul 2024)
  • Steven Sylvester - Ajudua

    IRN SXS04929

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Aug 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Aug 2024)
    • CF30 Customer (17 Oct 2017 to 24 Jun 2020)
  • Stuart Edwin John Mehrtens

    IRN SEM01081

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 4 Jan 2023)
    • [FCA CF] Client dealing (since 4 Jan 2023)
  • Timothy James Collier

    IRN TJC01098

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 25 Mar 2025)
    • [FCA CF] Client dealing (since 25 Mar 2025)
  • Timothy James Robinson

    IRN TJR01138

    • [FCA CF] Client dealing (16 Apr 2024 to 22 Apr 2025)
    • [FCA CF] Functions requiring qualifications (16 Apr 2024 to 22 Apr 2025)
  • Tom Joseph Peake

    IRN TXP00174

    • [FCA CF] Functions requiring qualifications (26 Apr 2022 to 23 Aug 2024)
    • [FCA CF] Client dealing (26 Apr 2022 to 23 Aug 2024)
  • Victoria Briggs

    IRN VXL01043

    • CF30 Customer (25 Nov 2010 to 30 Jun 2012)
  • William James Palmer

    IRN WJP00022

    • [FCA CF] Functions requiring qualifications (23 Mar 2023 to 30 Apr 2025)
    • [FCA CF] Client dealing (23 Mar 2023 to 30 Apr 2025)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.