Carlton Financial Planning Ltd in Norwich, NR6 5NZ

Description

Data updated on: 01-11-2023

The Carlton Financial Planning Ltd business has been operating in this business field for 22 years, as it's been founded in 2002. Started with registration number 04564880, Carlton Financial Planning was set up as a Private Limited Company located in 193a Reepham Road, Norwich NR6 5NZ. The business name of the firm was replaced in the year 2011 to Carlton Financial Planning Ltd. The enterprise previous name was Carlton Independent Financial Advisers. The firm's principal business activity number is 66190 which stands for Activities auxiliary to financial intermediation n.e.c.. The company's latest financial reports were submitted for the period up to Tuesday 31st January 2023 and the latest annual confirmation statement was submitted on Monday 16th October 2023.

James H. and Kevin H. are the company's directors and have been monitoring progress towards achieving the objectives and policies since 12th March 2024. In addition, the director's assignments are regularly assisted with by a secretary - Gail H., who was chosen by this specific firm 22 years ago.

Previous company's names
Carlton Financial Planning Ltd 2011-07-15
Carlton Independent Financial Advisers Limited 2002-10-16

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-01-31	2013-01-31	2014-01-31	2015-01-31	2016-01-31	2017-01-31	2018-01-31	2019-01-31	2020-01-31	2021-01-31	2022-01-31	2023-01-31
Currency
Net Worth	17 583	19 811	31 658	32 556	38 804	30 629	22 216

Balance Sheet
Current Assets	20 092	28 634	35 524	32 883	39 723	36 778	37 612	63 360	77 401	102 911	170 111	178 084
Net Assets Liabilities							22 216	44 488	66 558	82 874	145 660	158 124
Cash Bank In Hand	14 201	24 481	35 524	32 704
Debtors	5 891	564		179
Net Assets Liabilities Including Pension Asset Liability	17 583	19 811	31 658	32 556	38 804	30 629	22 216
Tangible Fixed Assets	3 016	338	1 182	834

Capital & Reserves
Called Up Share Capital	1	1	1	1
Profit Loss Account Reserve	17 582	19 810	31 657	32 555
Shareholder Funds	17 583	19 811	31 658	32 556	38 804	30 629	22 216

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal							995	1 415	1 222	1 097	1 868	1 625
Average Number Employees During Period									3	3	4	4
Creditors							17 812	21 379	13 018	21 992	25 622	20 422
Fixed Assets	3 016	338	1 182	834	486	1 091	1 620	2 621	1 650	908	394
Net Current Assets Liabilities	14 567	21 155	31 934	32 839	39 469	30 965	21 591	43 282	66 130	83 063	147 134	159 749
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal		3 589	3 119	5 075	4 948	3 642	1 791	1 301	1 747	2 144	2 645	2 087
Total Assets Less Current Liabilities	17 583	21 493	33 116	33 673	39 955	32 056	23 211	45 903	67 780	83 971	147 528	159 749
Accruals Deferred Income		1 682	1 458	1 117	1 151	1 427	995
Creditors Due Within One Year	5 525	7 479	6 709	5 119	5 202	9 455	17 812
Number Shares Allotted			1	1
Par Value Share			1	1
Share Capital Allotted Called Up Paid		1	1	1
Tangible Fixed Assets Additions			1 025
Tangible Fixed Assets Cost Or Valuation	23 905	23 905	24 930	24 930
Tangible Fixed Assets Depreciation	20 889	23 567	23 748	24 096
Tangible Fixed Assets Depreciation Charged In Period		2 678	181	348

Company staff

James H.

Role: Director

Appointed: 12 March 2024

Latest update: 13 April 2024

Gail H.

Role: Secretary

Appointed: 16 October 2002

Latest update: 13 April 2024

Kevin H.

Role: Director

Appointed: 16 October 2002

Latest update: 13 April 2024

People with significant control

Kevin H. is the individual who controls this firm, owns over 3/4 of company shares.

Kevin H.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 October 2024
Account last made up date	31 January 2023
Confirmation statement next due date	30 October 2024
Confirmation statement last made up date	16 October 2023

Annual Accounts 6 March 2013
Start Date For Period Covered By Report	2012-02-01
End Date For Period Covered By Report	2013-01-31
Date Approval Accounts	6 March 2013
Annual Accounts
Start Date For Period Covered By Report	2013-02-01
Annual Accounts 28 February 2015
Start Date For Period Covered By Report	2014-02-01
End Date For Period Covered By Report	2015-01-31
Date Approval Accounts	28 February 2015
Annual Accounts 4 March 2016
Start Date For Period Covered By Report	2015-02-01
End Date For Period Covered By Report	2016-01-31
Date Approval Accounts	4 March 2016
Annual Accounts 7 March 2017
Start Date For Period Covered By Report	2016-02-01
End Date For Period Covered By Report	2017-01-31
Date Approval Accounts	7 March 2017
Annual Accounts 22 February 2018
Start Date For Period Covered By Report	2017-02-01
End Date For Period Covered By Report	2018-01-31
Date Approval Accounts	22 February 2018
Annual Accounts
Start Date For Period Covered By Report	2018-02-01
End Date For Period Covered By Report	2019-01-31
Annual Accounts
Start Date For Period Covered By Report	2019-02-01
End Date For Period Covered By Report	2020-01-31
Annual Accounts
Start Date For Period Covered By Report	2020-02-01
End Date For Period Covered By Report	2021-01-31
Annual Accounts
Start Date For Period Covered By Report	2021-02-01
End Date For Period Covered By Report	2022-01-31
Annual Accounts
Start Date For Period Covered By Report	2022-02-01
End Date For Period Covered By Report	2023-01-31
Annual Accounts 21 March 2014
End Date For Period Covered By Report	2014-01-31
Date Approval Accounts	21 March 2014

Carlton Financial Planning Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

James H.

Gail H.

Kevin H.

People with significant control

Kevin H.

Accounts Documents

Company filings

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