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.

• Michael Heaney

  IRN MJH00148

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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 5 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 5 Sep 2024)
• Michael John Harper

  IRN MJH01369

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2023)
  • CF30 Customer (17 May 2018 to 1 Feb 2019)
• Michael Swirles

  IRN MRS00035

  • 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)
  • CF1 Director (AR) (since 24 Jun 2025)
  • Appointed representative dealing with clients for which they require qualification (since 1 Oct 2021)
  • [FCA CF] Functions requiring qualifications (since 23 Jul 2021)
  • [FCA CF] Client dealing (since 23 Jul 2021)
• Nadine Smith

  IRN NXS00791

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 10 Feb 2026)
  • [FCA CF] Functions requiring qualifications (since 10 Feb 2026)
• Nicholas Morris

  IRN NXM01715

  • 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] Client dealing (since 9 Dec 2019)
  • CF30 Customer (12 Nov 2015 to 8 Dec 2019)
• Owen Peter Brian Williams

  IRN OXW00071

  • 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 13 Nov 2023)
  • [FCA CF] Client dealing (since 13 Nov 2023)
• Peter Harrison

  IRN PRH00036

  • 11. Pension transfer specialist
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (18 May 2018 to 8 Dec 2019)
• Rachel Glenys Whiteside-Blaxter

  IRN RXF01155

  • CF30 Customer (9 Sep 2019 to 8 Dec 2019)
• Richard Larkin

  IRN RXL00203

  • 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
  • Appointed representative dealing with clients for which they require qualification (since 1 Oct 2021)
  • [FCA CF] Client dealing (since 2 Jun 2021)
  • [FCA CF] Functions requiring qualifications (since 2 Jun 2021)
• Robert Beckley

  IRN RAB00030

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 3 Oct 2022)
  • [FCA CF] Functions requiring qualifications (since 3 Oct 2022)

• 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.