Carlton Financial Planning Ltd
aka Carlton Financial Planning Ltd
Authorised
FRN 227534
About
Independent Financial Advisers, Carlton Financial Planning Limited, Norwich Norfolk, Independent Financial Advisers, Financial Services, Savings, Investments, Pensions, Life Assurance, Mortgages, Norwich Norfolk
Source: carltonfinancial.co.ukContact & Location
Address
193A Reepham Rd, Norwich NR6 5NZ, UKMore advisers in BroadlandOpening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Regulated Services
Peer-to-Peer Investment Advice
Pension Transfer Advice
Pension Advice
Investment Advice
Regulatory Information
- FRN
- 227534
- Status
- Authorised
- Date Authorised
- 23 January 2004
- Years Authorised
- 22 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (8)
Show all permissionsHide permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Dealing in investments as agent
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04564880
- Company Status
- Active
- Incorporation Date
- 16 October 2002
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 January 2025
- SIC Codes
- 66190
Team (2)
James Hardingham
ApprovedCertifiedKevin Edward Hardingham
No longer required
Quick Facts
- Norwich, East of England
- 22 years FCA-authorised
- 2 registered individuals
- 4 specialisms
- 8 FCA permissions
- CH 04564880
Related Guides
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim for free or upgrade to Pro for leads, analytics, and priority placement.
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.