How we can help you
Whether you are looking for help managing your money, planning for retirement, protecting your assets, or offering better benefits to your team, we are here to help you move forward with clarity and confidence. We offer, clear, independent advice on:
- Personal finance and financial planning
- Mortgages and property
- Tax planning and wealth management
- Business structuring and employee benefits
Led by a team of experiened professionals, we combine deep knowledge with a warm, people-first approach that makes navigating complex decisions feel refreshingly simple.
How we can help you
Services for Individuals
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.
Services for Businesses
As a business leader, you know the value of great people. Our role is to help you support them – with benefits, pensions, and financial education that truly make a difference.
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.
Given great perspective on my financial situation. Better than anyone else historically. Provided excellent strategies for minimising inheritance tax liabilities. Listens well to my requirements and gears his advice towards this. Delighted with his advice and guidance.
Raymond, Banchory
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.