Craig Herd

Craig Herd

Radiant Financial Planning Ltd

Minimum savings/pensions: Any amount

0330 038 8938
Based in Perth
View location

Top Rated 2025
Verified since: October, 2024

4.9 out of 5

12 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 05 March 2025

    Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's status

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    Craig has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 05 December 2024

    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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Craig has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 05 March 2025

    Craig is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Craig's status

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    Craig has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 05 December 2024

    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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Craig has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Craig has not yet added their fees to their profile

With over 7 years experience in financial services, specialising in investment and retirement planning, I am passionate about helping clients reach their financial goals by creating client-specific financial plans. I started my career in financial services in an administration role with a local firm where I had the opportunity to build a solid foundation of knowledge and experience. This role allowed me to learn from the ground up, gaining valuable insights into financial operations and client relations. Through dedication and continuous learning, I earned my CII Level 4 diploma in Regulated Financial Planning. Every client is unique which is why I believe that a key component of effective financial planning is establishing strong, personal relationships. By understanding each client's individual needs and goals, I can provide tailored advice and support that aligns with their specific circumstances. Based in Perth but with clients across most of Scotland, location is not an issue. If your schedule tends to be busy, we can start your journey with a virtual meeting.

£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).

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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.