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
    Web
    http://www.radiantfinancial.co.uk

  • 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.

  • Jade Holly Jackson

    IRN JXT07660

    • [FCA CF] Client dealing (15 Jun 2022 to 30 Dec 2024)
    • [FCA CF] Functions requiring qualifications (15 Jun 2022 to 30 Dec 2024)
  • Jake Thomas Clarkson

    IRN JTC01075

    • 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
    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (9 Dec 2020 to 3 Apr 2025)
    • CF30 Customer (30 Jan 2017 to 8 Dec 2019)
  • James Lafferty

    IRN JXL00066

    • [FCA CF] Functions requiring qualifications (22 Sep 2022 to 31 Jul 2023)
    • [FCA CF] Client dealing (22 Sep 2022 to 31 Jul 2023)
  • James Lavender

    IRN JXL27711

    • [FCA CF] Functions requiring qualifications (21 Jan 2020 to 23 Jul 2020)
  • James Simon Walford

    IRN JSW01145

    • 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] Client dealing (since 2 Sep 2021)
    • [FCA CF] Functions requiring qualifications (since 2 Sep 2021)
  • Jessica Brundle

    IRN JXB03521

    • [FCA CF] Manager of certification employee (3 Oct 2025 to 31 Mar 2026)
  • John Lawrence O'Sullivan

    IRN JLO00001

    • CF30 Customer (8 May 2018 to 31 May 2018)
  • John Neil Carter

    IRN JNC01054

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 3 Mar 2023)
    • [FCA CF] Functions requiring qualifications (since 3 Mar 2023)
  • Jonathan Dibble

    IRN JXD01924

    • Responsible for Insurance Distribution (1 Oct 2018 to 5 Dec 2018)
    • Responsibility for MCD Intermediation (16 Apr 2018 to 5 Dec 2018)
    • CF1 Director (16 Apr 2018 to 5 Dec 2018)
    • Responsible for Insurance Mediation (16 Apr 2018 to 30 Sep 2018)
    • CF11 Money Laundering Reporting (16 Apr 2018 to 5 Dec 2018)
    • CF10 Compliance Oversight (16 Apr 2018 to 5 Dec 2018)
  • July Ann White

    IRN JAV00001

    • CF30 Customer (15 Apr 2015 to 25 Jan 2017)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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