Radiant Financial Planning Limited: Ombudsman complaint record
5 published Financial Ombudsman decisions. 50% of them went the complainant's way.
At a glance
| Decisions published | 5 |
|---|---|
| Upheld | 2 |
| Partially upheld | 1 |
| Not upheld | 2 |
| Uphold rate | 50% |
| Last 30 days | 1 |
| Last 12 months | 1 |
| First decision | 2023-06-14T00:00:00+00:00 |
| Most recent | 2026-06-22T00:00:00+00:00 |
Most common claim types
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | General financial advice | 2 | 1 | 1 | 0 | 75% |
| 2 | Account closure without notice | 1 | 0 | 0 | 1 | 0% |
| 3 | Investment mis-selling | 1 | 0 | 0 | 1 | 0% |
| 4 | Service failures generally | 1 | 1 | 0 | 0 | 100% |
Products complained about
| # | Name | Complaints | Upheld | Partially upheld | Not upheld | Uphold rate |
|---|---|---|---|---|---|---|
| 1 | Pension | 3 | 2 | 1 | 0 | 83% |
| 2 | Investment | 1 | 0 | 0 | 1 | 0% |
| 3 | Other regulated product | 1 | 0 | 0 | 1 | 0% |
Recent decisions
| Reference | Date | Firm | Product | Outcome |
|---|---|---|---|---|
| DRN-6407119 | 2026-06-22T00:00:00+00:00 | Radiant Financial Planning Limited | investment advice - AIM shares within Stocks and Shares ISA | Not upheld |
| DRN-4929758 | 2025-02-28T00:00:00+00:00 | Radiant Financial Planning Limited | financial advisory services | Not upheld |
| DRN-5159001 | 2024-12-06T00:00:00+00:00 | Radiant Financial Planning Limited | pension advice / ongoing financial planning service | Upheld |
| DRN-5180230 | 2024-11-29T00:00:00+00:00 | Radiant Financial Planning Limited | financial advisory services, pension | Upheld |
| DRN-4190481 | 2023-06-14T00:00:00+00:00 | Radiant Financial Planning Limited | pension | Partially upheld |