Radiant Financial Planning
A financial partner built around your life, your goals and your future
At Radiant Financial Planning we help you shape the life you want to lead. Whether you are planning for retirement, growing your business, protecting your family, or investing for the future, we are here to give you clarity, confidence and expert support every step of the way with our independent, impartial advice.
Tailored advice for every stage of life and business
We work with:
- Individuals and families planning for a more secure and meaningful future
- Business owners and senior executives making complex decisions
- Growing businesses looking to support their people and plan for long-term success
Our approach is personal, practical and built entirely around you. With your goals as our guide, we help you navigate life’s financial decisions with confidence and clarity – backed by a team that genuinely cares.
Ready to take control of your financial future?
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.
My Planner secured me a great mortgage deal and educated me about mortgages! He was always available to answer questions I had, support from him and the team was excellent throughout.
Louisa, Milton Keynes
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.
Leadership that puts your goals first
Chris Lomas
Director of Sales
Chris Lomas
Director of Sales
Chris has worked in the wealth management sector for around 30 years, beginning his career as a financial adviser. He has extensive leadership experience, having led advice teams in several major PLCs and played a key role in establishing Schroders Personal Wealth – a joint venture between Lloyds Banking Group and Schroders PLC. Chris lives in York with his family, and they enjoy spending weekends walking and exploring the Yorkshire countryside.
Sophie McLoughlin
Director of Operations
Sophie McLoughlin
Director of Operations
Sophie is Head of Operations at Radiant Financial Planning Limited, overseeing day-to-day operations across the Client Delivery and Paraplanning teams while driving process improvements to enhance efficiency and client service. She has worked in the IFA industry for over 12 years, joining one of Radiant’s founding businesses, PPS, in 2014. Sophie is passionate about developing her teams to deliver an exceptional client experience. Outside of work, Sophie enjoys walking and training her yellow Labrador, Chase, and volunteers regularly at her local Scout Group.
Alan Hopley
Head of Financial Planning & Analysis
Alan Hopley
Head of Financial Planning & Analysis
Alan joined Radiant Financial Group in February 2021. He previously worked as Head of FP&A at Addison Lee Group, supporting the business through its sale and subsequent bank-led takeover in 2020. Prior to that, he held senior financial planning roles at The Regard Group, Complete Cover Group and Bupa. Outside of work, Alan enjoys playing and watching sports, particularly cricket, and spending time with his family and their dog.
Tess Williams
Head of Advice Standards
Tess Williams
Head of Advice Standards
Tess brings over 30 years of experience in financial services, working as a financial planner and leading and developing advice teams across major banks, accountancy firms, and private banks. Most recently, she led the creation and delivery of the Financial Advice proposition at Redmayne Bentley. Tess is a Fellow of the Personal Finance Society, a Chartered Financial Planner, and a STEP Affiliate, and she holds a BA (Hons) in Financial Services Management. Based in Leeds, Tess enjoys time with her family, baking, mountain biking, paddleboarding, film nights, and trips to Snowdonia. She also has a passion for music and composing.
Melanie Christie
Group Operations Manager
Melanie Christie
Group Operations Manager
With 20 years’ experience in financial services, including 18 as a paraplanner, Mel oversees paraplanning across the Radiant Group. Diploma qualified and passionate about the vital role paraplanners play, she enjoys mentoring her team and supporting their career growth. She began her career in 2005 with an IFA firm straight from university and has built deep technical and leadership expertise ever since. Outside of work, she enjoys family life with her husband, two sons and cavapoo puppy, and loves to travel whenever possible.
Sandra Colquhoun
Training and Competence Manager
Sandra Colquhoun
Training and Competence Manager
Bio to follow
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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.