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

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  • · 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.

• David William Holt

  IRN DWH01105

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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)
  • [FCA CF] Functions requiring qualifications (since 13 Jul 2022)
  • [FCA CF] Client dealing (since 13 Jul 2022)
• Dean Christopher Picton

  IRN DCP00012

  • 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 1 Nov 2020)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2020)
• Gemma Leanne Stevens

  IRN GLS01049

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Client dealing (since 1 Feb 2021)
  • [FCA CF] Functions requiring qualifications (since 1 Feb 2021)
• Gianfranco Straccialano

  IRN GXS00700

  • [FCA CF] Client dealing (since 10 Jun 2024)
• Ian Boyd Southcott

  IRN IBS00001

  • 11. Pension transfer specialist
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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
  • [FCA CF] Functions requiring qualifications (since 1 Jul 2024)
  • [FCA CF] Client dealing (since 1 Jul 2024)
• Ian Smith

  IRN IXS00136

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 13 Nov 2023)
  • [FCA CF] Client dealing (since 13 Nov 2023)
• James Crouch

  IRN JDC00022

  • 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 19 May 2021)
  • [FCA CF] Client dealing (since 19 May 2021)
• James Keith Wilson

  IRN JKW00013

  • [FCA CF] Functions requiring qualifications (8 Mar 2021 to 31 Jul 2025)
  • [FCA CF] Client dealing (8 Mar 2021 to 31 Jul 2025)
• Jason Francis Grech

  IRN JFG00023

  • 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)
  • Appointed representative dealing with clients for which they require qualification (since 23 Mar 2022)
  • [FCA CF] Client dealing (since 23 Mar 2022)
  • [FCA CF] Functions requiring qualifications (since 23 Mar 2022)
• Jason Graham Whiteside

  IRN JXW37689

  • Appointed representative dealing with clients for which they require qualification (26 Aug 2021 to 12 Jul 2023)
  • [FCA CF] Client dealing (26 Aug 2021 to 12 Jul 2023)
  • [FCA CF] Functions requiring qualifications (26 Aug 2021 to 12 Jul 2023)

• 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.