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
Size
Small
Phone
N/A
Website
claritaswm.co.uk
Email
N/A
Digital Popularity
Social Media
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
10
Turnover
Unreported
Total Assets
£337.85K
Cash in Bank
Unreported
Total Liabilities
-£52.34K
Mr Timothy John Walsham
Director • PSC • British • Lives in England • Born in Oct 1972
Mrs Anna Walsham
Director • PSC • British • Lives in England • Born in Aug 1974
More information on Claritas Wealth Management Ltd
Teams
All
6
Anna Walsham
Director • Joined Jan 2019
Alison Brimage
Practice Manager • Joined Aug 2016
Alexandra Dickinson
Wealth Planning Analyst • Joined Sep 2020
Debbie Robbins
Wealth Planning Assistant • Joined Aug 2021
Bradley Peet
Wealth Planner • Joined Jan 2025
Ryan Etchells Dippfs
Trainee Wealth Planner • Joined Apr 2025