Clarity Wealth Management LLP

Reference number: 575252

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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 claritywm.co.uk first appeared online, and whether it can receive email
  • What kind of line 0800 233 5599 is
  • Who else gives the postcode TQ9 5DW
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Other names (27)

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

  • Barlow Financial Management Trading name
  • Clarity Sport Trading name
  • Clear Independent Financial Solutions Trading name
  • Grech Wealth Management Trading name
  • Harbour Wealth Management Trading name
  • Lime Tree Financial Planning Trading name
  • McCarthy Wealth Management Trading name
  • Mortgages With Clarity Trading name
  • Picton-Jones Independent Financial Services Trading name
  • Sleigh Wealth Management Trading name
  • Southcott Financial Planning Trading name
  • Sutton Trading name
  • Tailored Wealth Financial Management Trading name
  • Trinitas Wealth Management Trading name
  • Chadwick Financial Management Former trading name
  • Clarity Mortgages Former trading name
  • Clarity on Mortgages Former trading name
  • Creative Wealth Management Former trading name
  • David Tout Financial Solutions Former trading name
  • Fowler Wealth Management Former trading name
  • Harper Financial Former trading name
  • Organic Financial Solutions Former trading name
  • Portcullis Equity Release Former trading name
  • Portcullis ER Former trading name
  • Regista Financial Planning Former trading name
  • Surrey Financial Planning Former trading name
  • Tavara Wealth Former 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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Making arrangements with a view to a home purchase plan
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • 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
OC371189
Company status
Active
Company type
Limited liability partnership
Incorporated
5 January 2012 (14 years old)
Registered office
Waterside House, The Plains, Totnes, Devon, TQ9 5DW, United Kingdom

Directors and company secretaries

Name Role Born Appointed Other companies
CREATIVE WEALTH LIMITED Corporate LLP designated member Not published 31 Jan 2012 None
DAVID TOUT FINANCIAL SOLUTIONS LIMITED Corporate LLP designated member Not published 1 Feb 2017 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 6 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£753k

+42% from £530k

Cash at bank

£325k

−12% from £371k

Employees (average)

10

−9.1% from 11

Owed within a year

£10.3k

−63% from £27.6k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 OC371189. 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

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

Key events (10) All events (59)

2021

22 April 2021

  • Creative Wealth Limited gave up control

Companies House

2018

31 January 2018

  • David Tout Financial Solutions Limited became a part-owner (25–50% of shares)

Companies House

2017

31 January 2017

  • Creative Wealth Limited took control (75–100% of shares)
  • Yorke Finance Limited stopped being a part-owner

Companies House

2016

6 April 2016

  • Creative Wealth Limited became a part-owner (25–50% of shares)
  • Yorke Finance Limited became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

11 July 2012

  • Became authorised by the FCA

FCA register

24 May 2012

  • Regulated by the Financial Services Authority from this date

FCA register

5 January 2012

  • Incorporated at Companies House

Companies House

In the full report: all 59 events

  • All 59 events in its history (10 shown here)
  • Every director appointment and resignation: 4
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Firms like Clarity Wealth Management

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

In the Torquay (TQ) postcode area

AAF Financial LtdDevonAuthorisedActive Financial Advisers LtdNewton AbbotAuthorisedBrowning Financial Planning LtdTorquayAuthorisedCharles Royle & CompanyNewton AbbotAuthorisedChase St James's Private Clients LimitedSouth BrentAuthorisedClayden Associates LimitedBuckfastleighAuthorised

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 Clarity Wealth Management

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 59 events in its history

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Frequently asked questions about this firm

Is Clarity Wealth Management LLP FCA authorised?
Yes, Clarity Wealth Management LLP (FRN 575252) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2012 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Clarity Wealth Management’s phone number and website?
The FCA register lists the phone number 0800 233 5599 and the website claritywm.co.uk for Clarity Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Clarity Wealth Management a scam or clone?
Clarity 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 Clarity 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 Clarity Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Clarity Wealth Management?
Companies House lists 2 people with significant control of Clarity Wealth Management: David Tout Financial Solutions Limited (25–50% of votes) and Creative Wealth Limited (25–50% of votes). Before that, it was controlled by Yorke Finance Limited.
Who runs Clarity Wealth Management?
Companies House lists 2 directors of Clarity Wealth Management: Creative Wealth Limited and David Tout Financial Solutions Limited.
How long has Clarity Wealth Management been in business?
The company was formed on 5 January 2012, and has held its current FCA authorisation since July 2012.
What do Clarity Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £753k (+42% from £530k) and cash at bank of £325k (−12% from £371k).
Does Clarity Wealth Management use any other names?
It trades as Barlow Financial Management, Clarity Sport, Clear Independent Financial Solutions, Grech Wealth Management and Harbour Wealth Management, and 9 more names. It has previously used 13 other names, including Chadwick Financial Management, Clarity Mortgages and Clarity on Mortgages.

Sources and links

The full report on Clarity Wealth Management LLP

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