Annual accounts
Micro Entity accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
CARLETON FINANCIAL PLANNING LIMITED
Active- NI007336Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Hawarden House, 163 Upper Newtownards Road, Belfast BT4 3HZ
- Classification (SIC)
- Other professional scientific and technical activities n.e.c. (74.90/9 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
Every document filed at Companies House for this company.
Pre-Score for UK companies is coming soon
- 27/08/2026View PDF (1 pages)
Previous accounting period extended from 2026-03-31 to 2026-08-27
- 24/06/2026View PDF (1 pages)
Cessation of Patrick Charles Kenneth Robinson as a person with significant control on 2017-07-24
- 24/06/2026View PDF (2 pages)
Notification of Patrick Robinson & Co Limited as a person with significant control on 2017-07-24
- 04/11/1989View PDF (2 pages)
Resolutions
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 03/08/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures CARLETON FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£85.48K2025
35.54%vs 20242024: £63.06K
Total Assets
£85.32K2025
158.70%vs 20242024: £32.98K
Total Liabilities
£-155.002025
99.48%vs 20242024: £-30.08K
Employees
02025
0vs 20242024: 0
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 158.70% on 2024. See the full financial analysis for CARLETON FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through CARLETON FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -5.8% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures2 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 0 | 0 |
| 2024 | 0 | -5 |
| 2023 | 5 | -1 |
| 2022 | 6 | 0 |
| 2021 | 6 | – |
Reported employee count decreased from 6 in 2021 to 0 in 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
8Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Corporate Secretary | 28/08/2026–Present | 222 | |
| Director | 31/07/2019–Present | 9 | |
| Director | 10/05/2005–Present | 2 | |
| Director | 29/07/1968–17/08/2001 | 1 | |
| Director | 29/07/1968–17/08/2001 | 0 | |
| Director | 20/08/2001–06/04/2012 | 0 | |
| Director | 29/07/1968–06/04/2012 | 0 | |
| Director | 06/04/2012–31/07/2019 | 0 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 4 Since 04/11/1989
- Last 12 months
- 3
- Most recent filing
- 27/08/2026 less than a month ago
What changed in the last year
- Officer changes (2)Latest 24/06/2026
Filing timeline
- 27/08/2026View PDF (1 pages)
Previous accounting period extended from 2026-03-31 to 2026-08-27
- 24/06/2026View PDF (1 pages)
Cessation of Patrick Charles Kenneth Robinson as a person with significant control on 2017-07-24
- 24/06/2026View PDF (2 pages)
Notification of Patrick Robinson & Co Limited as a person with significant control on 2017-07-24
- 04/11/1989View PDF (2 pages)
Resolutions
See when the next accounts and confirmation statement are due
Similar companies
476 UK companies are similar to CARLETON FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Other professional scientific and technical activities n.e.c.) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
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- Activity
- Other professional scientific and technical activities n.e.c.
- Company no.
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- Incorporated
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- Employees
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- Activity
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- Employees
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Active1 George Square, Castle Brae, Dunfermline, Fife KY11 8QF
- Activity
- Other professional scientific and technical activities n.e.c.
- Company no.
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- Incorporated
- 26/11/2004
- Employees
- 0
CLEWS CONSULTANCY LIMITED
Active24 Welton Road, Braunston, NN11 7JJ
- Activity
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- Company no.
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- Incorporated
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- Employees
- 0
HIDEOUT LTD
ActiveThe Oast Church Farm, Ulcombe, Maidstone, Kent ME17 1DN
- Activity
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- Company no.
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- Employees
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About CARLETON FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
CARLETON FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Hawarden House, 163 Upper Newtownards Road, Belfast BT4 3HZ. Companies House classifies its business as Other professional scientific and technical activities n.e.c.. It has been on the register for 58 years 1 month.
The register currently records it as active. Its 2025 accounts report net assets of £85.48K and 0 employees.
CARLETON FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does CARLETON FINANCIAL PLANNING LIMITED do?
Companies House records CARLETON FINANCIAL PLANNING LIMITED under one registered business activity: Other professional scientific and technical activities n.e.c. (74.90/9 - SIC 2007).
Is CARLETON FINANCIAL PLANNING LIMITED still active?
CARLETON FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 29/07/1968.
What are CARLETON FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £85.48K, total assets of £85.32K and total liabilities of £-155.00.
When did CARLETON FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 27/08/2026: Previous accounting period extended from 2026-03-31 to 2026-08-27, less than a month ago.
When are CARLETON FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs CARLETON FINANCIAL PLANNING LIMITED?
Companies House lists 8 officers (3 currently in post) and 1 person with significant control.