ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

Carleton Financial Planning Limited

Carleton Financial Planning Limited is an active company incorporated on 29 July 1968 with the registered office located in Belfast, County Down. Carleton Financial Planning Limited was registered 57 years ago.
Status
Active
Active since incorporation
Company No
NI007336
Private limited company
Northern Ireland Company
Age
57 years
Incorporated 29 July 1968
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 3 August 2025 (4 months ago)
Next confirmation dated 3 August 2026
Due by 17 August 2026 (7 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year remaining)
Contact
Address
Hawarden House
163 Upper Newtownards Road
Belfast
BT4 3HZ
Northern Ireland
Same address for the past 8 years
Telephone
02890650374
Email
Available in Endole App
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • Independent Financial Adviser • British • Lives in Northern Ireland • Born in Mar 1971
Director • British • Lives in Northern Ireland • Born in Jan 1962
Mr Patrick Charles Kenneth Robinson
PSC • British • Lives in Northern Ireland • Born in Mar 1971
John Bamber & Company Limited
PSC
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
John Bamber & Company Limited
John William Bamber is a mutual person.
Active
King's Hall Harberton Estates Limited
John William Bamber is a mutual person.
Active
Patrick Robinson & Co Limited
Patrick Charles Kenneth Robinson is a mutual person.
Active
KH Balmoral Estates Limited
John William Bamber is a mutual person.
Active
R&A Trust Company (No.1) Limited
John William Bamber is a mutual person.
Active
R&A Championships Limited
John William Bamber is a mutual person.
Active
R&A Trust Company (No.2) Limited
John William Bamber is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£116.77K
Increased by £39.38K (+51%)
Total Liabilities
-£31.3K
Increased by £16.96K (+118%)
Net Assets
£85.48K
Increased by £22.41K (+36%)
Debt Ratio (%)
27%
Increased by 8.28% (+45%)
Latest Activity
Micro Accounts Submitted
12 Days Ago on 16 Dec 2025
Confirmation Submitted
4 Months Ago on 6 Aug 2025
Micro Accounts Submitted
1 Year Ago on 20 Dec 2024
Confirmation Submitted
1 Year 4 Months Ago on 16 Aug 2024
Micro Accounts Submitted
2 Years 2 Months Ago on 4 Oct 2023
Confirmation Submitted
2 Years 4 Months Ago on 14 Aug 2023
Micro Accounts Submitted
3 Years Ago on 14 Dec 2022
Confirmation Submitted
3 Years Ago on 22 Aug 2022
Micro Accounts Submitted
4 Years Ago on 8 Dec 2021
Confirmation Submitted
4 Years Ago on 2 Sep 2021
Get Credit Report
Discover Carleton Financial Planning Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
Documents
Micro company accounts made up to 31 March 2025
Submitted on 16 Dec 2025
Confirmation statement made on 3 August 2025 with no updates
Submitted on 6 Aug 2025
Micro company accounts made up to 31 March 2024
Submitted on 20 Dec 2024
Confirmation statement made on 3 August 2024 with no updates
Submitted on 16 Aug 2024
Micro company accounts made up to 31 March 2023
Submitted on 4 Oct 2023
Confirmation statement made on 3 August 2023 with no updates
Submitted on 14 Aug 2023
Micro company accounts made up to 31 March 2022
Submitted on 14 Dec 2022
Confirmation statement made on 3 August 2022 with no updates
Submitted on 22 Aug 2022
Micro company accounts made up to 31 March 2021
Submitted on 8 Dec 2021
Confirmation statement made on 3 August 2021 with no updates
Submitted on 2 Sep 2021
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year