Clarity Wealth Management LLP

• Principal Place of Business

  Waterside House

  The Plains

  Totnes

  TQ9 5DW

  UNITED KINGDOM

  Phone

  +4408002335599

  Web

  https://www.claritywm.co.uk

• Complaints Contact

  Waterside House

  The Plains

  Totnes

  TQ9 5DW

  UNITED KINGDOM

  Phone

  +4408002335599

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

  Show 1 limitation Hide limitations

  • · Subject to this activity being limited to a non-mainstream regulated activity

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

  Show 1 limitation Hide limitations

  • · Subject to this activity being limited to a non-mainstream regulated activity

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Islamic Mortgage Setup

  For Customer, Home purchase plans

  Show 1 limitation Hide limitations

  • · Subject to this activity being limited to a non-mainstream regulated activity

• Equity Release Setup

  For Customer, Home reversion plans

  Show 1 limitation Hide limitations

  • · Subject to this activity being limited to a non-mainstream regulated activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Christopher George

  IRN CXG01327

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Apr 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 12 Apr 2023)
• Christopher Lee

  IRN CDL00008

  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 22 Jun 2021)
  • [FCA CF] Functions requiring qualifications (since 22 Jun 2021)
• Claire Chown

  IRN CXG01230

  • CF30 Customer (15 May 2017 to 31 Jan 2019)
• Cliff Fowler

  IRN CLF00005

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 23 Mar 2022)
  • [FCA CF] Functions requiring qualifications (since 23 Mar 2022)
  • Appointed representative dealing with clients for which they require qualification (since 23 Mar 2022)
  • CF1 Director (AR) (since 17 Mar 2022)
  • CF30 Customer (since 17 Mar 2022)
• Connor Fowler

  IRN CXF00225

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • CF30 Customer (since 8 Jan 2024)
  • [FCA CF] Functions requiring qualifications (since 14 Apr 2022)
  • Appointed representative dealing with clients for which they require qualification (since 14 Apr 2022)
  • [FCA CF] Client dealing (since 14 Apr 2022)
• Courtney Goundry

  IRN CXG00671

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 30 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 30 Jan 2026)
• Danny Mark Renshaw

  IRN DMR01172

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 12 Jul 2023)
  • [FCA CF] Functions requiring qualifications (since 12 Jul 2023)
  • Appointed representative dealing with clients for which they require qualification (27 May 2021 to 12 Jul 2023)
• David Jones

  IRN DRJ00021

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 25 May 2021)
  • [FCA CF] Functions requiring qualifications (since 25 May 2021)
• David Lewis

  IRN DXL01455

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 21 Feb 2022)
  • [FCA CF] Functions requiring qualifications (since 21 Feb 2022)
• David Michael Tout

  IRN DMT00039

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF27 Partner (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 14 Nov 2022)
  • CF11 Money Laundering Reporting (22 Jun 2017 to 8 Dec 2019)
  • CF4 Partner (22 Jun 2017 to 8 Dec 2019)
  • CF30 Customer (11 Nov 2013 to 8 Dec 2019)

• Fowler Wealth Management Limited

  FRN 920068 · Appointed 22 Feb 2022

• Organic Financial Solutions Ltd

  FRN 469232 · Appointed 1 Oct 2021

• Kenwell Financial Ltd (no longer appointed)

  FRN 944001 · Appointed 31 Jan 2021 · Until 21 Sep 2023

• CMA Financial Introductions Limited (no longer appointed)

  FRN 616161 · Appointed 29 May 2018 · Until 10 Aug 2022

No changes recorded yet.