Claritas Financial Planning Ltd
aka Toby Mansfield, Clarity IFA, Claritas Financial Planning Ltd
About
Claritas will help you achieve your goals, to reach a ripe old age, look back and have no regrets.
Source: claritaswm.co.ukContact & Location
Address
10 Moorside Rd, Heaton Moor Rd, Heaton Moor, Stockport SK4 4DT, UKMore advisers in South DerbyshireOpening Hours
Specialisms
Regulated Services
Regulatory Information
- FRN
- 968244
- Status
- Authorised
- Date Authorised
- 1 September 2022
- Years Authorised
- 3 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (17)
Show all permissionsHide permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Debt Adjusting
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 13843286
- Company Status
- Active
- Incorporation Date
- 12 January 2022
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 June 2024
- SIC Codes
- 64999
Team (1)
Toby James Mansfield
ApprovedCertified
Google Reviews
37 reviews on Google
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Quick Facts
- Derby, East Midlands
- 3 years FCA-authorised
- 1 registered individual
- 4 specialisms
- 17 FCA permissions
- CH 13843286
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.