Carbon Financial Partners Limited

Reference number: 536900

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

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.

In the full report: 3 background checks

  • When carbonfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 0131 220 0000 is
  • Who else gives the postcode EH3 7EG
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Carbon Trading name
  • Carbon Financial Partners, part of The Progeny Group Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit · Hire out goods to consumers No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (10 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
  • Credit Broking
  • Debt-counselling
  • Entering into Regulated Consumer Hire Agreements as owner
  • Exercising or having the right to exercise the owner's rights and duties under a regulated consumer hire agreement
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
SC386400
Company status
Active
Company type
Private limited company
Incorporated
4 October 2010 (16 years old)
Registered office
61 Manor Place, Edinburgh, EH3 7EG
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Shireen Tracy Fernie Director Apr 1968 25 Oct 2010 3 other companies
Thomas Francis Wood Director Apr 1972 29 Jul 2024 36 other companies
John Barry William Francis Director Nov 1980 6 May 2026 11 other companies

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
45
closed down
15
are FCA-registered
10

In the full report: all 45 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 10 on the FCA register, including 2 no longer authorised
  • The 5 companies these 3 directors run together
  • All 15 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 October 2023Full accountsNot audited

Net assets

£3.24m

+24% from £2.60m

Cash at bank

£3.21m

−1.3% from £3.26m

Employees (average)

44

Same as 44

Owed within a year

£555k

−49% from £1.09m

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2019 to 2023
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company SC386400. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Carbon Financial Partners’s history from the FCA register and Companies House, newest first.

Key events (9) All events (42)

2018

26 September 2018

  • Carbon Financial Holdings Limited took control (75–100% of shares)
  • Gordon Alexander Wilson stopped being a part-owner

Companies House

2016

6 April 2016

  • Gordon Alexander Wilson became a part-owner (25–50% of shares)
  • Shireen Tracy Fernie became a part-owner (25–50% of shares)
  • Shireen Tracy Fernie stopped being a part-owner

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

4 April 2011

  • Became authorised by the FCA

FCA register

19 January 2011

  • Regulated by the Financial Services Authority from this date

FCA register

2010

4 October 2010

  • Incorporated at Companies House

Companies House

In the full report: all 42 events

  • All 42 events in its history (9 shown here)
  • Every director appointment and resignation: 27
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Firms connected to Carbon Financial Partners

Other FCA-listed firms that share a director, phone number or address with Carbon Financial Partners. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
2
past links
8

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2)
  • Who links each one: the named directors, with dates
  • 8 past links through former directors
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Firms like Carbon Financial Partners

Other firms of the same type (financial adviser), nearest first.

In Edinburgh

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Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Carbon Financial Partners

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 45 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 42 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Carbon Financial Partners Limited FCA authorised?
Yes, Carbon Financial Partners Limited (FRN 536900) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Carbon Financial Partners’ phone number and website?
The FCA register lists the phone number 0131 220 0000 and the website carbonfinancial.co.uk for Carbon Financial Partners. If you were given different contact details, use these to check with the firm before going any further.
Is Carbon Financial Partners a scam or clone?
Carbon Financial Partners is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Carbon Financial Partners?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Carbon Financial Partners to the Financial Ombudsman Service, free of charge.
Who owns Carbon Financial Partners?
Carbon Financial Partners is owned by Carbon Financial Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 26 September 2018. Before that, it was controlled by Mrs Shireen Tracy Fernie and Mr Gordon Alexander Wilson.
Who runs Carbon Financial Partners?
Companies House lists 3 directors of Carbon Financial Partners: Shireen Tracy Fernie, Thomas Francis Wood and John Barry William Francis.
How long has Carbon Financial Partners been in business?
The company was formed on 4 October 2010, and has held its current FCA authorisation since April 2011.
What do Carbon Financial Partners’ latest accounts show?
Its latest accounts, to 31 October 2023, show net assets of £3.24m (+24% from £2.60m) and cash at bank of £3.21m (−1.3% from £3.26m).
Does Carbon Financial Partners use any other names?
It trades as Carbon and Carbon Financial Partners, part of The Progeny Group.

Sources and links

The full report on Carbon Financial Partners Limited

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