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

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  • · 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.

• Sylvia Read

  IRN SXR00127

  • CF30 Customer (16 May 2013 to 1 Feb 2017)
• Tracey Jane Gordon

  IRN TXG01120

  • 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 29 Jun 2021)
  • [FCA CF] Client dealing (since 29 Jun 2021)
• Wesley Aaron Joyce

  IRN WXJ00060

  • 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
  • [FCA CF] Functions requiring qualifications (since 29 Jan 2026)
• William Starling

  IRN WMS00006

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 8 May 2023)
  • [FCA CF] Functions requiring qualifications (since 8 May 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.