Claritas Wealth
Claritas Wealth is a financial advisory firm that helps clients create personalized financial plans to achieve their life goals. They provide guidance on various financial matters to assist clients in managing their retirement.
- Retirement planning
- Investment management
- Inheritance tax minimisation
- Long-term care cost planning
- Personalised financial planning
Digital Popularity
Available on
Company Details
Claritas Wealth is operated by Claritas Wealth Management Ltd and is a Active company incorporated on 12 March 2014 with the registered office located in Stockport, Greater Manchester. Claritas Wealth Management Ltd was registered 11 years ago.
Status
Active
Size
Micro
Directors
2
Age
11 years old
Employees
9
Turnover
Unreported
Total Assets
£295.96K
Cash in Bank
Unreported
Total Liabilities
-£52.74K
Teams
6
4
3
2
Director • Joined Jan 2019
Practice Manager • Joined Aug 2016
Wealth Planning Analyst • Joined Sep 2020
Wealth Planning Assistant • Joined Aug 2021
Trainee Wealth Planner • Joined Apr 2025
Wealth Planner • Joined Jan 2025
Director • Joined Jan 2019
Wealth Planning Analyst • Joined Sep 2020
Wealth Planning Assistant • Joined Aug 2021
Trainee Wealth Planner • Joined Apr 2025
Practice Manager • Joined Aug 2016
Wealth Planning Assistant • Joined Aug 2021
Trainee Wealth Planner • Joined Apr 2025
Wealth Planning Analyst • Joined Sep 2020
Wealth Planner • Joined Jan 2025