Carleton Financial Planning Limited

Reference number: 138117

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No longer authorised

This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Authorisation ended 1 December 2001.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • Last known website

    carletonfp.co.uk

  • Last known phone number

    028 9065 0374

  • Last known address

    Carleton Financial Planning Ltd, Hawarden House, 163 Upper Newtownards Road, Belfast, Northern Ireland, BT4 3HZ, United Kingdom

Company details

From the company's Companies House record.

Company number
NI007336
Company status
Active
Company type
Private limited company
Incorporated
29 July 1968 (58 years old)
Registered office
Hawarden House, 163 Upper Newtownards Road, Belfast, BT4 3HZ, Northern Ireland
Nature of business
  • Other professional, scientific and technical activities not elsewhere classified (SIC 74909)

Current directors and secretaries

Name Role Born Appointed
Patrick Charles Kenneth Robinson Director Mar 1971 10 May 2005
John William Bamber Director Jan 1962 31 Jul 2019

Check on the FCA register → Report a scam →

Activities and protection

What the record covers, and how you are protected

  • The record is closed
    Cover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Track record

Action taken against them

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • McGuire Financial Planning Limited

Names it no longer trades under

This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • McGuire Insurances (Life and Pensions) Limited
  • McGuire Insurances Limited

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Common questions

Frequently asked questions

Is Carleton Financial Planning Limited FCA authorised?
No. Carleton Financial Planning Limited (FRN 138117) is still listed on the FCA register, but the record is closed: no longer authorised.
Is my money safe with Carleton Financial Planning?
Money you handed over while it was authorised generally keeps its protection: FSCS covers firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading. New business with Carleton Financial Planning has no cover, because it is no longer permitted to carry it out.
Is Carleton Financial Planning a scam or clone?
Carleton Financial Planning is not currently authorised by the FCA. Be cautious and verify any firm on the FCA register before dealing with it.
What is Carleton Financial Planning's Firm Reference Number (FRN)?
Carleton Financial Planning's FRN is 138117. You can verify it on the FCA register.