Annual accounts
Micro Entity accounts
31/10/2027Filing deadline
Made up to 31/01/2026Due 31/10/2027
- Next accounts made up to
- 31/01/2027
- Last accounts made up to
- 31/01/2026
CARLTON FINANCIAL PLANNING LTD
Active- 04564880Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 193a Reepham Road, Hellesdon, Norwich NR6 5NZ
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 11/03/2026View PDF (3 pages)
Micro company accounts made up to 2026-01-31
- 04/11/2025View PDF (3 pages)
Confirmation statement made on 2025-10-16 with no updates
- 17/03/2025View PDF (3 pages)
Micro company accounts made up to 2025-01-31
- 21/10/2024View PDF (4 pages)
Confirmation statement made on 2024-10-16 with updates
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
- 16/10/2026
- Last statement dated
- 31/01/2026
Financial performance
The latest figures CARLTON FINANCIAL PLANNING LTD filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£183.60K2026
58.00%vs 20252025: £116.20K
Total Assets
£203.86K2026
50.26%vs 20252025: £135.67K
Total Liabilities
£20.26K2026
4.08%vs 20252025: £19.46K
Employees
32026
0vs 20252025: 3
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 50.26% on 2025. See the full financial analysis for CARLTON FINANCIAL PLANNING LTD.
The full financial record
Four ways through CARLTON FINANCIAL PLANNING LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +13.8% a year (CAGR)Three-year trend, 2024–2026Every measure end to end across 2024, 2025 and 2026, with the compound rate behind each one.See what moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2022–2026.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 2022–2026.
| Year | Employees | Change |
|---|---|---|
| 2026 | 3 | 0 |
| 2025 | 3 | -1 |
| 2024 | 4 | 0 |
| 2023 | 4 | +1 |
| 2022 | 3 | – |
Reported employee count was unchanged at 3 between 2022 and 2026. 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
3Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 16/10/2002–26/07/2024 | 2 | |
| Director | 12/03/2024–Present | 2 | |
| Secretary | 16/10/2002–23/07/2024 | 0 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 23/07/2024–Present | 0 | |
| 06/04/2016–23/07/2024 | 2 | |
| 06/04/2016–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 58 Since 16/10/2002
- Last 12 months
- 2 -1 vs the year before
- Most recent filing
- 11/03/2026 6 months ago
What changed in the last year
- Accounts filedLatest 11/03/2026
- Confirmation statementLatest 04/11/2025
Filing timeline
- 11/03/2026View PDF (3 pages)
Micro company accounts made up to 2026-01-31
- 04/11/2025View PDF (3 pages)
Confirmation statement made on 2025-10-16 with no updates
- 17/03/2025View PDF (3 pages)
Micro company accounts made up to 2025-01-31
- 21/10/2024View PDF (4 pages)
Confirmation statement made on 2024-10-16 with updates
- 27/09/2024View PDF (3 pages)
Micro company accounts made up to 2024-01-31
- 29/07/2024View PDF (1 pages)
Termination of appointment of Gail Alexandra Hardingham as a secretary on 2024-07-23
- 29/07/2024View PDF (1 pages)
Termination of appointment of Kevin Edward Hardingham as a director on 2024-07-26
- 29/07/2024View PDF (1 pages)
Cessation of Kevin Edward Hardingham as a person with significant control on 2024-07-23
- 29/07/2024View PDF (2 pages)
Notification of James Edward Hardingham as a person with significant control on 2024-07-23
- 12/03/2024View PDF (2 pages)
Appointment of Mr James Edward Hardingham as a director on 2024-03-12
- 16/10/2023View PDF (3 pages)
Confirmation statement made on 2023-10-16 with no updates
- 08/03/2023View PDF (3 pages)
Micro company accounts made up to 2023-01-31
Showing 12 of 58 filings
See when the next accounts and confirmation statement are due
Similar companies
276 UK companies are similar to CARLTON FINANCIAL PLANNING LTD, sharing the same company status (Active), the same industry sector and activity group (Activities auxiliary to financial intermediation n.e.c.) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
MIDVALE FINANCIAL SERVICES LIMITED
Active96a Drew Street, Brixham TQ5 9JY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04303511
- Incorporated
- 12/10/2001
- Employees
- 3
TAW INSURANCE SOLUTIONS LTD
ActiveOffice F12, Node Cowork, 1 Enterprise Road, Barnstaple, Devon EX31 3YB
- Activity
- Activities of insurance agents and brokers
- Company no.
- 08708209
- Incorporated
- 26/09/2013
- Employees
- 3
LANE FINANCIAL MANAGEMENT LIMITED
Active1 Portchester Rise, Eastleigh SO50 4QS
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04252588
- Incorporated
- 16/07/2001
- Employees
- 4
AB INVESTMENT SOLUTIONS LIMITED
Active1 Queen's Square Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE
- Activity
- Fund management activities
- Company no.
- 09138865
- Incorporated
- 21/07/2014
- Employees
- 4
LEGALRISKS PROFESSIONAL INDEMNITY LIMITED
ActiveCamburgh House, 27 New Dover Road, Canterbury, Kent CT1 3DN
- Activity
- Activities of insurance agents and brokers
- Company no.
- 05717891
- Incorporated
- 22/02/2006
- Employees
- 4
About CARLTON FINANCIAL PLANNING LTD
A short description of the company, written from its Companies House record.
CARLTON FINANCIAL PLANNING LTD is a private limited company registered in the United Kingdom, based in 193a Reepham Road, Hellesdon, Norwich NR6 5NZ. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 23 years 11 months.
The register currently records it as active. Its 2026 accounts report net assets of £183.60K and 3 employees.
CARLTON FINANCIAL PLANNING LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does CARLTON FINANCIAL PLANNING LTD do?
Companies House records CARLTON FINANCIAL PLANNING LTD under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is CARLTON FINANCIAL PLANNING LTD still active?
CARLTON FINANCIAL PLANNING LTD is recorded as active on the Companies House register, and has been on it since 16/10/2002.
What are CARLTON FINANCIAL PLANNING LTD's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £183.60K, total assets of £203.86K and total liabilities of £20.26K.
When did CARLTON FINANCIAL PLANNING LTD last file with Companies House?
The most recent document on the record is dated 11/03/2026: Micro company accounts made up to 2026-01-31, 6 months ago.
When are CARLTON FINANCIAL PLANNING LTD's next filings due?
On the current registry record, accounts are due by 31/10/2027.
Who runs CARLTON FINANCIAL PLANNING LTD?
Companies House lists 3 officers (1 currently in post) and 3 people with significant control (2 current).