Cartwright Financial Solutions Ltd

Reference number: 607200

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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 cartwright.co.uk first appeared online, and whether it can receive email
  • What kind of line 01252 894883 is
  • Who else gives the postcode GU14 7JP
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Other names (6)

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

  • Cartwright Charitable Trusts Trading name: A name it trades under now.
  • Cartwright Corporate Treasury Trading name: A name it trades under now.
  • Cartwright Employee Rewards Trading name: A name it trades under now.
  • Cartwright Funeral Trusts Trading name: A name it trades under now.
  • Cartwright Pension Trusts Trading name: A name it trades under now.
  • Cartwright Benefit Solutions Ltd Former name: A name it was registered under before.

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 (3 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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 status
Active
Company type
Private limited company
Incorporated
11 December 2012 (13 years old)
Registered office
250 Fowler Avenue, Farnborough, GU14 7JP, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Robin Philip Pearce Director Feb 1960 19 Dec 2013 5 other companies
Samuel Joseph Roberts Director Oct 1977 16 Jan 2018 1 other company
Antony John Grist Director Feb 1961 18 Apr 2018 2 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
8
closed down
4
still active
4

In the full report: all 8 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
  • All 10 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 July 2025Small company accountsNot audited

Net assets

£5.35m

+4.3% from £5.14m

Cash at bank

£3.42m

+19% from £2.87m

Employees (average)

20

+11% from 18

Owed within a year

−£879k

Down £273k from −£606k

Net assets

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 08327237. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Cartwright Financial Solutions’s history from the FCA register and Companies House, newest first.

2024

28 November 2024

  • Changed its registered name from "Cartwright Benefit Solutions Ltd"

FCA register

2022

14 May 2022

  • Cartwright Benefit Consultants Ltd gave up control
  • Eileen Cartwright took control (75–100% of shares)
  • Ian Stanley Cartwright gained significant control

Companies House

2016

6 April 2016

  • Cartwright Benefit Consultants Ltd took control (75–100% of shares)

Companies House

2014

3 March 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2012

11 December 2012

  • Incorporated at Companies House

Companies House

In the full report: all 32 events

  • All 32 events in its history (8 shown here)
  • Every director appointment and resignation: 17
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Firms connected to Cartwright Financial Solutions

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Cartwright Financial Solutions

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

In Farnborough

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 Cartwright Financial Solutions

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
  • 7 years of accounts, charted
  • All 32 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Cartwright Financial Solutions Ltd FCA authorised?
Yes, Cartwright Financial Solutions Ltd (FRN 607200) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Cartwright Financial Solutions’ phone number and website?
The FCA register lists the phone number 01252 894883 and the website cartwright.co.uk for Cartwright Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Cartwright Financial Solutions a scam or clone?
Cartwright Financial Solutions 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 Cartwright Financial Solutions?
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 Cartwright Financial Solutions to the Financial Ombudsman Service, free of charge.
Who owns Cartwright Financial Solutions?
Companies House lists 2 people with significant control of Cartwright Financial Solutions: Mrs Eileen Cartwright (75–100% of shares) and Mr Ian Stanley Cartwright (significant influence or control). Before that, it was controlled by Cartwright Benefit Consultants Ltd.
Who runs Cartwright Financial Solutions?
Companies House lists 3 directors of Cartwright Financial Solutions: Robin Philip Pearce, Samuel Joseph Roberts and Antony John Grist.
How long has Cartwright Financial Solutions been in business?
The company was formed on 11 December 2012, and has held its current FCA authorisation since March 2014.
What do Cartwright Financial Solutions’ latest accounts show?
Its latest accounts, to 31 July 2025, show net assets of £5.35m (+4.3% from £5.14m) and cash at bank of £3.42m (+19% from £2.87m).
Does Cartwright Financial Solutions use any other names?
It trades as Cartwright Charitable Trusts, Cartwright Corporate Treasury, Cartwright Employee Rewards, Cartwright Funeral Trusts and Cartwright Pension Trusts. It has previously used the name Cartwright Benefit Solutions Ltd.

Sources and links

The full report on Cartwright Financial Solutions Ltd

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