Clear Solutions (Wealth and Tax Management) Ltd

• Principal Place of Business

  Clear Solutions Wealth & Tax Management Ltd

  Gretton House

  Waterside Court

  Third Avenue

  Burton-On-Trent

  Staffordshire

  DE14 2WQ

  UNITED KINGDOM

  Phone

  +4401283730080

  Web

  https://www.clearsolutionsifa.co.uk

• Complaints Contact

  Clear Solutions Wealth & Tax Management Ltd

  Gretton House

  Waterside Court

  Third Avenue

  Burton-On-Trent

  Staffordshire

  DE14 2WQ

  UNITED KINGDOM

  Phone

  +441283730080

• P2P Lending Advice

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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.

• Investment Advice (no pensions)

  For Commercial, 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

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  • · 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.

• Authorised to Operate

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

• Arranges Investments

  For Commercial, 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

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  • · 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.

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Investment Setup

  For Commercial, 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

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  • · 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.

• Steven James Mason

  IRN SJM01477

  • CF30 Customer (26 Apr 2010 to 27 Aug 2010)
• Stuart Frederick Peck

  IRN SFP01018

  • CF2 Non Executive Director (4 May 2005 to 29 Dec 2005)

• Belay Financial Services Limited (no longer appointed)

  FRN 943250 · Appointed 19 Jan 2021 · Until 24 Aug 2022

• Stanbridge Family Office Limited (no longer appointed)

  FRN 822047 · Appointed 1 Oct 2018 · Until 21 Dec 2020

No changes recorded yet.