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.

• Kelly Irene Knight

  IRN KIK01003

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2023)
• Kimbethan Conn

  IRN KXC01264

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Lyndon John Gough

  IRN LJG01071

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 16 Nov 2020)
  • [FCA CF] Functions requiring qualifications (since 16 Nov 2020)
• Marcus Leigh Holman

  IRN MLH00016

  • 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] Client dealing (since 11 Mar 2021)
  • [FCA CF] Functions requiring qualifications (since 11 Mar 2021)
• Mark David Tipper

  IRN MDT00027

  • 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] Client dealing (since 22 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 22 Sep 2022)
• Martin Clive Turbin

  IRN MCT00004

  • 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 12 Jul 2023)
  • [FCA CF] Client dealing (since 12 Jul 2023)
  • Appointed representative dealing with clients for which they require qualification (1 Nov 2022 to 12 Jul 2023)
• Martin John Allen

  IRN MJA00030

  • CF4 Partner (5 Jun 2017 to 28 Mar 2018)
  • CF30 Customer (1 Feb 2017 to 28 Mar 2018)
• Megan Taylor Sutton

  IRN MXS00784

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 8 Sep 2021)
  • [FCA CF] Client dealing (since 8 Sep 2021)
• Michael Cleaves

  IRN MCC00030

  • 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
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 27 Sep 2021)
  • [FCA CF] Functions requiring qualifications (since 27 Sep 2021)
  • [FCA CF] Functions requiring qualifications (8 Jul 2021 to 12 Jul 2021)
  • [FCA CF] Client dealing (8 Jul 2021 to 12 Jul 2021)
• Michael David Legassick

  IRN MDL00025

  • CF30 Customer (1 Aug 2012 to 12 Aug 2013)

• 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.