Claritas Wealth Management Ltd

Reference number: 734968

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When claritaswm.co.uk first appeared online, and whether it can receive email
  • What kind of line 0161 636 9200 is
  • Who else gives the postcode SK4 4DT
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Claritas Wealth Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
08935426
Company status
Active
Company type
Private limited company
Incorporated
12 March 2014 (12 years old)
Registered office
10 Moorside Road, Stockport, SK4 4DT, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Timothy John Walsham Director Oct 1972 24 Oct 2015 3 other companies
Anna Margaret Walsham Director Aug 1974 4 Jan 2019 None

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
closed down
2
is FCA-registered
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 July 2025Micro-entity accountsNot audited

Total equity

£286k

+17% from £243k

Employees (average)

10

+11% from 9

Owed within a year

£52.3k

<1% from £52.7k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 08935426. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Claritas Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (14)

2016

1 August 2016

  • Anna Margaret Walsham became a part-owner (25–50% of shares)
  • Timothy John Walsham became a part-owner (25–50% of shares)

Companies House

20 June 2016

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2015

24 October 2015

  • Board replaced: its only director left and a new director took over

Companies House

2014

12 March 2014

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Claritas Wealth Management

Other FCA-listed firms that share a director, phone number or address with Claritas Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Claritas Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Stockport

Bluestone Independent Financial Advisers LtdStockportSee the registerBrookes Financial Management LimitedStockportAuthorisedChase Asset Management LimitedStockportAuthorisedCovington's Financial Service LimitedStockportAuthorisedCullen Wealth LimitedStockportAuthorisedJDW Wealth Management LtdStockportAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Claritas Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is Claritas Wealth Management Ltd FCA authorised?
Yes, Claritas Wealth Management Ltd (FRN 734968) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Claritas Wealth Management’s phone number and website?
The FCA register lists the phone number 0161 636 9200 and the website claritaswm.co.uk for Claritas Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Claritas Wealth Management a scam or clone?
Claritas Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Claritas Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Claritas Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Claritas Wealth Management?
Companies House lists 2 people with significant control of Claritas Wealth Management: Mr Timothy John Walsham (25–50% of shares) and Mrs Anna Margaret Walsham (25–50% of shares).
Who runs Claritas Wealth Management?
Companies House lists 2 directors of Claritas Wealth Management: Timothy John Walsham and Anna Margaret Walsham.
How long has Claritas Wealth Management been in business?
The company was formed on 12 March 2014, and has held its current FCA authorisation since June 2016.
What do Claritas Wealth Management’s latest accounts show?
Its latest accounts, to 31 July 2025, show total equity of £286k (+17% from £243k).
Does Claritas Wealth Management use any other names?
It trades as Claritas Wealth.

Sources and links

The full report on Claritas Wealth Management Ltd

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