Carleton Financial Planning Limited
aka Carleton Financial Planning Limited
Contact & Location
Regulatory Information
- FRN
- 138117
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- NI007336
- Company Status
- Active
- Incorporation Date
- 29 July 1968
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 74909
Team (10)
John William Bamber
ApprovedCertifiedPatrick Charles Kenneth Robinson
ApprovedCertifiedAlexander Gordon McKilligan
ApprovedCertifiedConor Rollins
ApprovedCertifiedPhilip John Carvill
ApprovedCertifiedJohn Stephen Casey
CertifiedJohn Foreman Carleton
No longer requiredJohn Anthony Simpson
No longer requiredMarion Elizabeth Carleton
No longer requiredDavid Rush
No longer required
Google Reviews
1 review on Google
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Quick Facts
- Belfast, Northern Ireland
- 24 years FCA-authorised
- 13 registered individuals
- 5 specialisms
- 7 FCA permissions
- CH NI007336
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.