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.
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.
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Last known website
carletonfp.co.uk
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Last known phone number
028 9065 0374
Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.
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Last known address
Carleton Financial Planning Ltd, Hawarden House, 163 Upper Newtownards Road, Belfast, Northern Ireland, BT4 3HZ, United Kingdom
In the full report: 3 background checks
- When carletonfp.co.uk first appeared online, and whether it can receive email
- What kind of line 028 9065 0374 is, and the other firm that gives it
- Who else gives the postcode BT4 3HZ
Other names (3)
If you were contacted under any of these names, it is this firm.
- McGuire Financial Planning Limited Former name: A name it was registered under before.
- McGuire Insurances (Life and Pensions) Limited Former trading name: A name it used to trade under.
- McGuire Insurances Limited Former trading name: A name it used to trade under.
Past FCA permissions and consumer protection
- The record is closedCover 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
FCA disciplinary action
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
- NI007336 (opens Companies House in a new tab)
- 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
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- Other professional, scientific and technical activities not elsewhere classified (SIC 74909)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Patrick Charles Kenneth Robinson | Director | Mar 1971 | 10 May 2005 | 1 other company |
| John William Bamber | Director | Jan 1962 | 31 Jul 2019 | 7 other companies |
| INDIGO CORPORATE SECRETARY LIMITED | Corporate secretary | Not published | 28 Aug 2026 | – |
Other companies run by these 2 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
- 8
- still active
- 8
- are FCA-registered
- 2
In the full report: all 8 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 on the FCA register, including 2 no longer authorised
- All 7 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£85.5k
No earlier figure to compare
Owed within a year
£31.3k
+118% from £14.3k
Net assets
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- The chart, over every year
- Every filed figure, year by year
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.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company NI007336. 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
Carleton Financial Planning’s history from the FCA register and Companies House, newest first.
2026
28 August 2026
- John Bamber & Company Limited stopped being a part-owner
- Lwm Ar Holdco Limited took control (75–100% of shares)
- Patrick Robinson & Co Limited stopped being a part-owner
Companies House
2019
31 July 2019
- John Bamber & Company Limited became a part-owner (25–50% of shares)
Companies House
2017
24 July 2017
- Patrick Charles Kenneth Robinson stopped being a part-owner
- Patrick Robinson & Co Limited became a part-owner (25–50% of shares)
Companies House
2016
6 April 2016
- Patrick Charles Kenneth Robinson became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2012
24 August 2012
- FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Stopped being authorised by the FCA
FCA register
30 November 2001
- Changed its registered name from "McGuire Financial Planning Limited"
FCA register
1994
23 December 1994
- Regulated by the Personal Investment Authority from this date
FCA register
1968
29 July 1968
- Incorporated at Companies House
Companies House
In the full report: all 34 events
- All 34 events in its history (14 shown here)
- Every director appointment and resignation: 12
Firms connected to Carleton Financial Planning
Other FCA-listed firms that share a director, phone number or address with Carleton Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- no longer authorised
- 2
- share a director
- 2
In the full report: all 2 connected firms, named
- How each is linked: shared directors (2), the same phone number (1)
- Who links each one: the named directors, with dates
Firms like Carleton Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Belfast
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 Carleton Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 8 other companies its directors have run, named
- 3 background checks on its contact details
- 6 years of accounts, charted
- All 34 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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How long has Carleton Financial Planning been in business?
What do Carleton Financial Planning’s latest accounts show?
Does Carleton Financial Planning use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Report a scam to the FCA fca.org.uk