Financial planning firm joins VouchedFor's Consumer Duty system

Radiant Financial Planning will use Elevation to monitor client feedback

Isabel Baxter
clock • 1 min read

Financial planning firm Radiant Financial Planning has signed up to use VouchedFor’s Consumer Duty system Elevation.

The firm will use the system to collect and monitor client feedback to meet the requirements of the Consumer Duty regulation. Elevation provides Consumer Duty email alerts so client feedback is acted on in real-time and offers firm- and adviser-level dashboards to show firms the specific actions they can take to help meet the Duty. Radiant Financial Planning group compliance director Rob Taylor said: "Elevation - and the industry benchmarks it provides - will ensure we continue to deliver a best-in-class service and help identify the areas we can continue to improve. "We're able ...

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