Carter Robinson Ltd
Reference number: 968597
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 4 years
- Protected through the principal
- No FCA actions
- Active company since 2017
- Accounts filed up to 31 March 2025
- 2 things worth a closer look in the background checks
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Carter Robinson Ltd (FRN 968597) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Carter Robinson's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Carter Robinson, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
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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Phone number
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Address
30 Lombard Street, London, EC3V 9BQ, United Kingdom
In the full report: 3 background checks, 2 things worth a closer look
- When carterrobinson.co.uk first appeared online, and whether it can receive email
- What kind of line 07970 777850 is
- Whether EC3V 9BQ is a shared office: 222 other firms give it
Other names (1)
If you were contacted under any of these names, it is this firm.
- Carter Robinson Financial Planning Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
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 name
- CARTER ROBINSON LIMITED
- Company number
- 10698384 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 30 March 2017 (9 years old)
- Registered office
- Wilton Hill House, 25 Haines Hill, Taunton, TA1 4HN, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jack Robert Carter | Director | Mar 1990 | 31 Aug 2021 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- All 3 people who have been directors, with their dates
Filed accounts and finances
Net assets
£1,166
−95% from £21.3k
Employees (average)
3
+50% from 2
Owed within a year
£12.5k
−51% from £25.4k
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2021 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 10698384. 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
Carter Robinson’s history from the FCA register and Companies House, newest first.
2022
25 January 2022
- Became an appointed representative
FCA register
2021
10 September 2021
- Jack Robert Carter took control (75–100% of shares)
Companies House
31 August 2021
- Anne Elizabeth Carter stopped being a part-owner
- John Russell Carter stopped being a part-owner
Companies House
2017
30 March 2017
- Incorporated at Companies House
- Anne Elizabeth Carter became a part-owner (25–50% of shares)
- John Russell Carter became a part-owner (25–50% of shares)
Companies House
In the full report: all 13 events
- All 13 events in its history (7 shown here)
- Every director appointment and resignation: 5
Firms like Carter Robinson
Other firms of the same type (financial adviser), nearest first.
In London
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 Carter Robinson
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
- 3 background checks on its contact details, 2 flagged
- 5 years of accounts, charted
- All 13 events in its history
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Frequently asked questions about this firm
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What does appointed representative mean for Carter Robinson?
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Who runs Carter Robinson?
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What do Carter Robinson’s latest accounts show?
Does Carter Robinson use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk