Carleton Partners LLP

Reference number: 479971

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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.

  • No website on the FCA register

  • Phone number

    020 3056 0306

  • Address

    12 Finsbury Square, London, London, EC2A 1AS, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 3056 0306 is
  • Who else gives the postcode EC2A 1AS
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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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

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
OC326377
Company status
Active
Company type
Limited liability partnership
Incorporated
1 March 2007 (19 years old)
Registered office
50 Broadway Suite 1, 7th Floor, London, SW1H 0BL, England

Directors and company secretaries

Name Role Born Appointed Other companies
Lee Caller LLP designated member Nov 1974 6 Apr 2011 None
Gemma Eve Caller LLP designated member Mar 1977 15 Aug 2014 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 5 people who have been directors, with their dates
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Key dates in its history

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

Key events (7) All events (18)

2022

15 March 2022

  • Andrzej Plichta no longer holds 25–50% of the votes

Companies House

2020

20 January 2020

  • Andrzej Plichta gained 25–50% of the votes

Companies House

2016

6 April 2016

  • Lee Caller gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

16 April 2008

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2007

1 March 2007

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (7 shown here)
  • Every director appointment and resignation: 8
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Firms connected to Carleton Partners

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Carleton Partners

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

In London

Ernst & Young LLPLondonAuthorisedDemica Finance LimitedLondonAuthorisedBradesco Securities UK LimitedLondonAuthorisedAon Securities LimitedLondonAuthorisedJones Lang Lasalle Corporate Finance LimitedLondonAuthorisedQuantile Technologies LimitedLondonAuthorised

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 Partners

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

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • All 18 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Carleton Partners LLP FCA authorised?
Yes, Carleton Partners LLP (FRN 479971) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2008 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Carleton Partners’ phone number?
The FCA register lists the phone number 020 3056 0306 for Carleton Partners. If you were given different contact details, use these to check with the firm before going any further.
Is Carleton Partners a scam or clone?
Carleton 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 Carleton 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 Carleton Partners to the Financial Ombudsman Service, free of charge.
Who owns Carleton Partners?
Companies House lists one person with significant control of Carleton Partners: Mr Lee Caller (significant influence or control). Before that, it was controlled by Mr Andrzej Plichta.
Who runs Carleton Partners?
Companies House lists 2 directors of Carleton Partners: Lee Caller and Gemma Eve Caller.
How long has Carleton Partners been in business?
The company was formed on 1 March 2007, and has held its current FCA authorisation since April 2008.

Sources and links

The full report on Carleton Partners LLP

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