Developing your finances

Our clients’ investments sit at the very heart of our holistic financial planning service.

No two clients’ needs and circumstances are the same. As we are independent financial advisers, our highly qualified financial planners work with our clients to design and provide access to a portfolio of investments. We focus on our clients long-term goals and objectives along with their attitude to investment risk.

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Risk v Reward

Attitude towards risk is key to identifying the correct investment strategy and we instruct our Investment partners to manage your money either on a model or bespoke basis based on the results of your risk assessment. In addition to risk, factors including tax, ethical requirements, cost implications, or any personal preferences are always taken into account in the final investment solution.

Specialist knowledge

We regularly review the available panel of Investment managers and product providers to ensure that our clients are receiving the best possible management of their hard earned money. While we tend to work alongside preferred Investment partners, we have access to the entire market which means we have the flexibility required to shape a client’s portfolio to suit their goals.

Keeping you informed

Clients receive a full written report on their current situation and the Radiant recommendation. This is repeated annually ensuring that the client receives a continually monitored investment portfolio. In addition, you will have access to information on your investments through our bespoke “Client Portal” which provides you with the latest available information on your money.

Get in touch

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