Services for individuals
Build the life you want with a plan that works for you
Your financial world is not just about money. It is about what you want life to feel like. Whether you are buying your first home, preparing for retirement, or making sure your family is secure, our planners help you build a roadmap that makes your vision achievable.
We start with a no cost, no obligation conversation and if we are a good fit, we will guide you through our five-step planning process designed to give you clarity, confidence and control.
Our 5-step process
We get to know your financial situation, goals and mindset around risk. You will get a clear view of how we work and what it costs.
We assess your current finances and explore the best options for your needs.
Together we review your tailored Financial Plan and agree on how to move forward.
We handle all the paperwork and follow-up to put your plan in motion.
Life changes, and so should your financial plan. We review and adjust it regularly with you.
We can help you with:
Your financial freedom
- Advice on managing your wealth and income
- Using your assets to create the lifestyle you want
Home and property
- First-time buying, moving or refinancing
- Bridging loans and lifetime mortgages
Protecting what matters
- Life insurance, critical illness and income protection
- Wills, trust and estate planning
- Private medical insurance
Planning for your family
- Planning for education, life events and legacy
- Junior ISAs, savings and investment strategies
- Inheritance tax planning
- Divorce and seperation
Building your future
- Tax-efficient investments, trusts and estate planning
- Pension planning
- Selling or exiting your business
- Planning for your retirement
- Providing income in retirement
- Later life advice
Specialist support for vets
- Buying and selling your practice
- Buying your premises
- Employee benefits
- Keyperson insurance and protection
- Exit strategy planning
Everything my planner did was well explained and she took extra care which gave me confidence in her.
Christian Smith, Scunthorpe
Your finances at your fingertips
Access and view all your finances 24/7 with our Personal Finance Portal
Every Radiant client will have access to our Personal Finance Portal (PFP). It gives you secure, 24/7 access to all your finances in one place, on any device, whenever you need it.
You can message your adviser, access and sign important documents, track tasks and progress, and receive tailored financial insights. With everything clearly organised and always up to date, the portal makes viewing your finances simple, smart, convenient.
Find your planner
Real advice
from real people.
Browse our team by location or specialism to find the right planner for you, and let us start building your brighter future together.