0330 038 8938
Based in Market-Harborough
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Jake is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jake's status
Last checked: 06 April 2025
Jake is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jake's status
10
Recent Client Reviews
Jake has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jake has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jake has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jake has provided information on their typical fees
Jake has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jake is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jake's status
Last checked: 06 April 2025
Jake is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jake's status
10
Recent Client Reviews
Jake has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jake has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Jake has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jake has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jake has provided information on their typical fees
Jake has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am a Chartered Financial Planner, with over 10 years of experience working in the Financial Services sector. I specialise in helping individuals, families, business owners and senior executives maximise their personal financial journey to achieve their goals and objectives. Providing high-quality financial advice is a significant responsibility and needs to be done correctly. I place emphasis on making the complex appear simple whilst building long term relationships based on trust. I am committed to combining my industry experience with my advanced level of qualifications to provide expert advice in a wide range of specialist areas such as retirement planning, tax efficient investment planning, long-term care and much more. Geography is no barrier, I support clients all over the country offering a range of options to suit everyone, including: - Face to Face Meetings - Online Video Meetings - Telephone Meetings If you’re interested in exploring your financial journey in greater detail, please don’t hesitate to get in touch to see how I can assist you.
Offers available through VouchedFor
Contact Jake through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jake's clients
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Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Radiant Financial Planning Limited is authorised and regulated by the Financial Conduct Authority, Firm Registration Number (FRN) 192396. PPS is a trading name of Radiant Financial Planning Ltd. Registered in England, Company Registration no. 03916451. Registered Address: Sovereign Place, 20 The Point, Market Harborough, Leicestershire, LE16 7QU. Radiant Financial Planning Limited is part of the Radiant Financial Group. The value of investments can fall as well as rise and you may not get back all you invest. Past performance is no guarantee of future income or returns. Content is for information purposes only and should not be taken as financial advice. Professional guidance should always be sought. Based on our current understanding of UK law and taxation which may be subject to future change. Tax and trust guidance is not covered by the Financial Conduct Authority. As a mortgage is secured against your home or property it may be repossessed if you do not keep up the mortgage repayments. Think carefully before securing other debts against your home or property.