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
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
Specialisms
Regulatory Information
- FRN
- 968244
- Status
- Authorised
- Date Authorised
- 1 September 2022
- Years Authorised
- 3 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all 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
4.9
37 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Derby, East Midlands
- 3 years FCA-authorised
- 1 registered individual
- 4 specialisms
- 17 FCA permissions
- CH 13843286
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
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.