Cancel

Request a live demo presentation

One of our sales representative will call you soon


By submitting this form you are acknowledging that you have read and understood our Privacy Policy.

We have generated thousand of leads for our happy customers

  • company
  • company
  • company
  • company
  • company
  • company
  • company
  • company

CARLETON FINANCIAL PLANNING LIMITED Active

Financial Services


Contact information


Unlock Company Insights Free Access

Get instant access to key company data, decision-maker contacts, and verified insights.

Book a Demo now

Financial statements of CARLETON FINANCIAL PLANNING LIMITED

According to CARLETON FINANCIAL PLANNING LIMITED latest financial report submitted on 2025-03-31, the company has a Total-Assets of £85,321.00, Working-Capital of £50,264.00 while the Total-Liabilities is £31,296.00. Compared with the previous year, the company reported a Total-Assets increase of 0.18%, which is an equivalent of -154. At the same time, the Working-Capital went down by -14.61%, or by 7344.


Year:
2024 Not available
2023 Not available
2022 Not available
2021 Not available

Access 20 Years of Financial Data

Book a Demo
  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 50264

Total Liabilities

CARLETON FINANCIAL PLANNING LIMITED Business Credit Report

A Business Credit Report for CARLETON FINANCIAL PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for CARLETON FINANCIAL PLANNING LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

CARLETON FINANCIAL PLANNING LIMITED

Unlock Credit Report

For more information you can

Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

CARLETON FINANCIAL PLANNING LIMITED Directors and key executives

CARLETON FINANCIAL PLANNING LIMITED currently employs 4 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at CARLETON FINANCIAL PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

4

100%

1y growth

80%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Michael Geddis Trainee Paraplanner
-
- GB
Alex Dipfa Independent Financial Advisor
-
- GB
Patrick Robinson Director
-
- GB
John Bamber Director
-
- GB
John Bamber Director
-
- GB

Get direct emails & phone numbers for senior executives working at «CARLETON FINANCIAL PLANNING LIMITED»

Download our chrome extension and enrich prospect profiles in seconds. Organize contacts into focus lists, send e-mails or embed leads into automated sequences straight off their Linkedin profile - without leaving the browser.

Install Free Browser Extension

CARLETON FINANCIAL PLANNING LIMITED Ownership and Group Structure


Explore the Full Corporate Tree.

Uncover parent companies, subsidiaries, and global linkages

Book a Demo

CARLETON FINANCIAL PLANNING LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 2 people with significant control at CARLETON FINANCIAL PLANNING LIMITED. One of of major shareholders of CARLETON FINANCIAL PLANNING LIMITED is PATRICK ROBINSON & CO LIMITED, which owns 10769 ORDINARY A shares, with a total value of 10,769 GBP and JOHN BAMBER & COMPANY LIMITED, which owns 10769 ORDINARY B shares, with a total value of 10,769 GBP.


Name Quantity Share Type Value
PATRICK ROBINSON & CO LIMITED
10769 ORDINARY A 10769 GBP
JOHN BAMBER & COMPANY LIMITED
10769 ORDINARY B 10769 GBP

See All Beneficial Owners & Shareholders

Unlock Full Access For Free

CARLETON FINANCIAL PLANNING LIMITED competitors:

Top 5 similar companies of CARLETON FINANCIAL PLANNING LIMITED are F A SIMMS & PARTNERS HOLDINGS LIMITED, FPS ACCOUNTANTS LIMITED, ACCOUNTING FOR SAFETY LIMITED, OXERA LIMITED, ISSUER DIRECT LTD. View and export all the competitor list of CARLETON FINANCIAL PLANNING LIMITED by upgrading your account here.


F A SIMMS & PARTNERS HOLDINGS LIMITED


Revenue
-
Age
28 years
Employees
1
Industry
View Finance & Insurance
Website
View https://www.fa************

FPS ACCOUNTANTS LIMITED


Revenue
-
Age
25 years
Employees
8
Industry
View Business & Professional Associations
Website
View http://www.fpsac**************

ACCOUNTING FOR SAFETY LIMITED


Revenue
-
Age
22 years
Employees
4
Industry
View Business & Professional Associations
Website
View https://www.account*****************

OXERA LIMITED


Revenue
-
Age
35 years
Employees
2
Industry
View Business & Professional Associations
Website
View http://www.**********

ISSUER DIRECT LTD


Revenue
-
Age
37 years
Employees
2
Industry
View Marketing Consultants
Website
View https://www.iss**************

View & Export CARLETON FINANCIAL PLANNING LIMITED competitors:

Get the complete list with detailed profiles

Book a Demo

CARLETON FINANCIAL PLANNING LIMITED news & activities:


Employees

CARLETON FINANCIAL PLANNING LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 4.

uk.globaldatabase.com

2025-03-31

Stay Ahead with Real-Time Insights

Monitor key metrics and company activity

Book a Demo

Frequently Asked Questions regarding CARLETON FINANCIAL PLANNING LIMITED


Where is CARLETON FINANCIAL PLANNING LIMITED registered office?

CARLETON FINANCIAL PLANNING LIMITED is located at Hawarden House 163 Upper Newtownards Road, United Kingdom.

How can I contact CARLETON FINANCIAL PLANNING LIMITED?

You can call CARLETON FINANCIAL PLANNING LIMITED at the following number +442890******

What is the website of CARLETON FINANCIAL PLANNING LIMITED?

CARLETON FINANCIAL PLANNING LIMITED website is http://www.carletonfp.com/

How many people work at CARLETON FINANCIAL PLANNING LIMITED?

According to the latest account statement, there are currently 4 of employees working for CARLETON FINANCIAL PLANNING LIMITED.

What is the Business Credit Score of CARLETON FINANCIAL PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of CARLETON FINANCIAL PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does CARLETON FINANCIAL PLANNING LIMITED pay their invoices on time?

By requesting a Business Credit Report for CARLETON FINANCIAL PLANNING LIMITED, you will be able to gain more insights about the CARLETON FINANCIAL PLANNING LIMITED payment trends.

Who is the Ultimate Parent of the CARLETON FINANCIAL PLANNING LIMITED?

Information about the ultimate beneficial ownership CARLETON FINANCIAL***************** of CARLETON FINANCIAL PLANNING LIMITED is available when you order a business credit report.

Access 100% verified registry data via API—company profiles, group structures, UBOs, financials, and more.

Get Free API Access

Search for International Credit Report

0 results
Name
Arrow Arrow
City
Arrow Arrow
Address
Arrow Arrow
Reg. No
Arrow Arrow
Status
Arrow Arrow
Action