Clarity Wealth Management LLP

Name: Clarity Wealth Management LLP
Address: Waterside House, The Plains, Totnes, TQ9 5DW, GB
Telephone: 0800 233 5599
Price range: $$
Rating: 5

aka Picton-Jones Independent Financial Services, Mortgages With Clarity, McCarthy Wealth Management, Lime Tree Financial Planning, Harbour Wealth Management, Grech Wealth Management, Clear Independent Financial Solutions, Clarity Sport, Barlow Financial Management, Clarity Wealth Management LLP

Authorised FRN 575252 5.0 (2)

About

Clarity wealth management are a team of financial advisers located in Plymouth and nationwide. Our financial advisers have your interest...

Source: claritywm.co.uk

Contact & Location

Address

Waterside House, The Plains, Totnes TQ9 5DW, UK

More advisers in South Hams

Phone

0800 233 5599

Website

claritywm.co.uk

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Opening Hours

Monday9:00 AM – 4:00 PM

Tuesday9:00 AM – 4:00 PM

Wednesday9:00 AM – 4:00 PM

Thursday9:00 AM – 4:00 PM

Friday9:00 AM – 4:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 575252
Status: Authorised
Date Authorised: 11 July 2012
Years Authorised: 13 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (18)

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
✓Advising on Pension Transfers and Pension Opt Outs
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Making arrangements with a view to a home purchase plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓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: OC371189
Company Status: Active
Incorporation Date: 5 January 2012
Directors: 0
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025

Team (20)

Jason Mountjoy
ApprovedCertified
Connor Fowler
ApprovedCertified
Simon Christopher Owen
ApprovedCertified
Cliff Fowler
ApprovedCertified
Michael Swirles
ApprovedCertified
David Michael Tout
ApprovedCertified
Tracey Jane Gordon
Certified
Stephen James Larner
Certified
Sophie Louise Cuckow
Certified
David Lewis
Certified
Megan Taylor Sutton
Certified
Michael Cleaves
Certified
Brian Martin
Certified
Karen Stuart
Certified
Charlotte Louise Sleigh
Certified
Samantha Bickford
Certified
Scott Craig
Certified
Antony Martyn Noel Codner
Certified
Mark David Tipper
Certified
Robert Beckley
Certified

Google Reviews

5.0

2 reviews on Google

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Quick Facts

Totnes, South West
13 years FCA-authorised
20 registered individuals
4 specialisms
18 FCA permissions
CH OC371189

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Data Sources

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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.