Carleton Financial Planning Limited in Belfast, BT4 3HZ

Description

Data updated on: 01-11-2023

1968 is the date that marks the establishment of Carleton Financial Planning Limited, a firm which is situated at Hawarden House, 163 Upper Newtownards Road in Belfast. This means it's been fifty six years Carleton Financial Planning has been on the British market, as it was founded on 1968-07-29. Its Companies House Registration Number is NI007336 and its zip code is BT4 3HZ. The enterprise's SIC and NACE codes are 74909 : Other professional, scientific and technical activities not elsewhere classified. 2023-03-31 is the last time when company accounts were filed.

There seems to be a number of two directors leading this specific firm at present, namely John B. and Patrick R. who have been utilizing the directors responsibilities since 2019-07-31.

Executives who control the firm include: Patrick R. owns 1/2 or less of company shares and has 1/2 or less of voting rights. John Bamber & Company Limited owns 1/2 or less of company shares. This company can be reached in Dromore at 22 Knox Road, BT25 1QZ and was registered as a PSC under the reg no Ni606207.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency

Balance Sheet
Cash Bank On Hand	83 893	113 082
Current Assets			60 180	30 764	25 518	84 238	78 914	131 057
Debtors	51 118	31 166
Net Assets Liabilities		141 091	137 121	73 703	82 821	94 266	96 861	96 362
Other Debtors	51 118	31 166
Property Plant Equipment	12 678	11 665

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets	89 120	111 400
Accumulated Depreciation Impairment Property Plant Equipment	38 706	41 357
Additions Other Than Through Business Combinations Property Plant Equipment		1 638
Average Number Employees During Period			7	5	6	6	6	5
Bank Borrowings Overdrafts	2 196	492
Corporation Tax Payable	69 908	83 870
Creditors	148 107	126 222	60 910	22 021	22 905	34 908	21 306	72 965
Dividends Paid	268 645	322 564
Fixed Assets		123 065	98 696	7 914	8 869	7 436	6 253	5 270
Increase From Amortisation Charge For Year Intangible Assets		22 280
Increase From Depreciation Charge For Year Property Plant Equipment		2 651
Intangible Assets	133 680	111 400
Intangible Assets Gross Cost	222 800
Net Current Assets Liabilities		18 026	38 425	65 789	73 952	86 830	90 608	91 092
Other Creditors	34 288	9 895
Other Taxation Social Security Payable	2 665	2 668
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal			39 155	57 046	71 339	37 500	33 000	33 000
Profit Loss	276 858	330 596
Property Plant Equipment Gross Cost	51 384	53 022
Total Assets Less Current Liabilities		141 091	137 121	73 703	82 821	94 266	96 861	96 362
Trade Creditors Trade Payables	39 050	29 297