PARETO FINANCIAL PLANNING LIMITED
Active Company number 06582775
PARETO FINANCIAL PLANNING LIMITED (company number 06582775) is a private limited company incorporated on 1 May 2008. Its status on the Companies House register is Active. Its registered office is in Manchester, M3 4PF. Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999). Its latest accounts we hold, for the period ending 31 May 2025, report net assets of £2.1m.
Source: Companies House register, as at 29 September 2026. How to cite this page
Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.
Company Report on PARETO FINANCIAL PLANNING LIMITED (PDF)
The register, the accounts and the people behind the company in one PDF, for your own business use.
- Summary and Health Score, with the reasons behind the score
- Red flags and what changed in the last 12 months
- Key figures against the year before, and filing deadlines
- Financials ledger: up to 10 years of filed accounts
- Who runs and owns it: directors, secretaries and PSCs
- Charges, filing history and methodology
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Company details
- Company number
- 06582775
- Status
- Active
- Company type
- Private Limited Company
- Incorporated
- 1 May 2008
- Country of origin
- United Kingdom
- Registered office
- THE OLD SCHOOLHOUSE
5-7 BYROM STREET
MANCHESTER
M3 4PF
UNITED KINGDOM
Nature of business (SIC 2007)
- 64999 — Financial intermediation not elsewhere classified
- 65110 — Life insurance
- 65201 — Life reinsurance
Accounts and confirmation statement
- Accounting reference date
- 31 May
- Accounts category
- SMALL
- Accounts last made up to
- 31 May 2025
- Next accounts due
- 28 February 2027
- Confirmation statement last made up to
- 1 May 2026
- Next confirmation statement due
- 15 May 2027
Financial summary
| Period ending | 31 May 2025 | 31 March 2024 | 31 March 2023 | 31 March 2022 | 31 March 2021 | 31 March 2020 | 31 March 2019 | 31 March 2018 | 31 March 2017 | 31 March 2016 | 31 March 2015 | 31 March 2011 | 31 March 2010 | 31 May 2009 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Turnover | Not filed | — | £6.6m | — | — | — | — | — | — | — | — | — | — | — |
| Gross profit | Not filed | — | £5.8m | — | — | — | — | — | — | — | — | — | — | — |
| Operating profit | Not filed | — | £718k | — | — | — | — | — | — | — | — | — | — | — |
| Profit before tax | Not filed | — | £710k | — | — | — | — | — | — | — | — | — | — | — |
| Profit after tax | Not filed | — | £560k | — | — | — | — | — | — | — | — | — | — | — |
| Total assets | £3.7m | £2.3m | £2.4m | £2.7m | £2.2m | £3.4m | £2.8m | £2.9m | £2.4m | £1.2m | £682k | £1.1m | — | — |
| Cash at bank | £879k | £908k | £885k | £900k | £462k | £393k | £36k | £642k | £848k | £298k | £227k | £35k | £100 | £100 |
| Current liabilities | £1.6m | £984k | £918k | £989k | £779k | £810k | £679k | £1.1m | £1.5m | £732k | £552k | £103k | — | — |
| Net current assets | £2.0m | £1.2m | £1.3m | £1.6m | £1.4m | £2.4m | £2.0m | £1.7m | £921k | £388k | £55k | £32k | — | — |
| Total liabilities | — | — | — | — | — | — | £701k | £1.1m | £1.5m | — | — | — | — | — |
| Net assets | £2.1m | £1.3m | £1.4m | £1.7m | £1.4m | £2.5m | £2.1m | £1.8m | £959k | £437k | £118k | £149k | £100 | £100 |
| Employees | 74 | 73 | 75 | 65 | 56 | 54 | 49 | 37 | 34 | — | — | — | — | — |
Not filed: the accounts do not give the figure. —: no figure read from the filing.
- Year to 31 May 2025: turnover, gross profit, operating profit, profit before tax, profit after tax not filed. Small companies may file filleted or abbreviated accounts without the profit and loss account, and this filing has none.
Figures read from filings at Companies House (ixbrl) and checked; see how we read them. Small-company accounts often omit turnover and profit. Spotted an error? Tell us.
Control, officers and charges
- Persons with significant control
- 1 current (7 including ceased)
- Corporate controllers
- K3 Advisory Group Limited
- Charges (mortgages)
- 8 registered, 1 outstanding, 7 satisfied
Previous names
- PARETO FINANCIAL PLANNING (UK) LIMITED (changed 29 April 2010)
- PARETO FINANCIAL PLANNING LIMITED (changed 19 May 2008)
Questions about PARETO FINANCIAL PLANNING LIMITED
Is PARETO FINANCIAL PLANNING LIMITED active?
Yes. The Companies House register shows the company's status as “Active”. (Companies House register, as at 29 September 2026.)
When was PARETO FINANCIAL PLANNING LIMITED incorporated?
PARETO FINANCIAL PLANNING LIMITED was incorporated on 1 May 2008, according to the Companies House register. (Companies House register, as at 29 September 2026.)
Where is PARETO FINANCIAL PLANNING LIMITED registered?
Its registered office is in Manchester, M3 4PF. (Companies House register, as at 29 September 2026.)
Who controls PARETO FINANCIAL PLANNING LIMITED?
The register lists 1 current person with significant control (7 including those who have ceased). Corporate controllers named on the register: K3 Advisory Group Limited. The register shows control, not a list of shareholders. Individuals are named at https://find-and-update.company-information.service.gov.uk/company/06582775/persons-with-significant-control. (Companies House register, as at 29 September 2026.) Who owns a UK limited company: shareholders, PSCs and what the register shows
When are PARETO FINANCIAL PLANNING LIMITED's next accounts due?
The register shows the next accounts as due by 28 February 2027. Its latest accounts on the register were made up to 31 May 2025. (Companies House register, as at 29 September 2026.)
Does PARETO FINANCIAL PLANNING LIMITED file dormant accounts?
Not in its latest accounts. The register gives their category as “Small company accounts”, made up to 31 May 2025. (Companies House register, as at 29 September 2026.) What a dormant company is and what it must file
Does PARETO FINANCIAL PLANNING LIMITED have any charges registered against it?
Yes. The register shows 8 charges: 1 outstanding and 7 satisfied. The charges themselves are listed at https://find-and-update.company-information.service.gov.uk/company/06582775/charges. (Companies House register, as at 29 September 2026.) Company charges: what a mortgage or debenture means and how to read one
Is PARETO FINANCIAL PLANNING LIMITED on a sanctions list?
No match for this company's name on the sanctions lists CompanyStack screens (UK, EU, OFAC SDN, OFAC non-SDN, Canada, Australia, New Zealand, Japan, France, US CSL) as at 8 October 2026. A name screen is not legal clearance.
Related companies
More financial intermediation not elsewhere classified companies
- KELDA EUROBOND CO LIMITED
- ICG PLC
- LOMBARD NORTH CENTRAL PUBLIC LIMITED COMPANY
- PERMIRA ADVISERS (LONDON) LIMITED
- CMC MARKETS UK PLC
- TRANSAK LIMITED
- SHARPS PIXLEY LIMITED
- FEDERATED HERMES LIMITED
Industry overview: 29,082 active companies in SIC 64999
Other active companies registered at M3 4PF
Related guides
Companies with similar names
Other companies, LLPs and partnerships on the Companies House register whose names begin “PARETO FINANCIAL”. Each is a separate legal entity from PARETO FINANCIAL PLANNING LIMITED: check the registered number before relying on a name. Register data as at 29 September 2026.
- PARETO FINANCIAL CONSULTING LIMITED (Company, Active, Shrewsbury; 09630842)
- PARETO FINANCIAL DIRECTION LIMITED (Company, Active, Bury St. Edmunds; 06244623)
About CompanyStack
CompanyStack turns Companies House records into answers you can act on: who a company is, who runs and owns it, whether it keeps up with its filings and how its finances are moving. Every figure traces back to a public record, and we say when a record is missing.
Sources for company pages: Companies House (register, accounts, officers, PSCs, charges and filings), The Gazette (company insolvency notices only), the ONS Postcode Directory, official sanctions lists, including those of the UK (with UN designations), the EU, the US, Canada, Australia, New Zealand and France, and copies taken in April 2026 of the ICO register, the Charity Commission, CQC, Ofsted, Food Standards Agency and Environment Agency registers. Contains public sector information licensed under the Open Government Licence v3.0. CompanyStack is not affiliated with or endorsed by Companies House.
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Official register entry: PARETO FINANCIAL PLANNING LIMITED on Companies House.
Developers can fetch this profile as JSON with GET https://api.companystack.co.uk/company/06582775 — see the API documentation and pricing.