Annual accounts
Small accounts
28/02/2027Filing deadline
Made up to 31/05/2025Due 28/02/2027
- Next accounts made up to
- 31/05/2026
- Last accounts made up to
- 31/05/2025
PARETO FINANCIAL PLANNING LIMITED
Active- 06582775Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- The Old Schoolhouse, 5-7 Byrom Street, Manchester M3 4PF
- Classification (3 SIC codes)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)Life insurance (65.11 - SIC 2007)Life reinsurance (65.20/1 - SIC 2007)
- Accounts type
- Small
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 11/09/2026View PDF (2 pages)
Change of details for K3 Capital Group Limited as a person with significant control on 2026-03-13
- 27/02/2026View PDF (12 pages)
Accounts for a small company made up to 2025-05-31
- 06/01/2026View PDF (3 pages)
Resolutions
- 05/01/2026View PDF (6 pages)
Memorandum and Articles of Association
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
- 01/05/2026
- Last statement dated
- 31/05/2025
Financial performance
The latest figures PARETO FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£2.11M2025
61.46%vs 20242024: £1.31M
Total Assets
£3.79M2025
59.47%vs 20242024: £2.38M
Cash in Bank
£878.94K2025
-3.18%vs 20242024: £907.83K
Total Liabilities
£1.59M2025
58.76%vs 20242024: £1.00M
Employees
742025
+1vs 20242024: 73
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Total assets moved furthest, up 59.47% on 2024. See the full financial analysis for PARETO FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through PARETO FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +22.6% 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 moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures4 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 | 74 | +1 |
| 2024 | 73 | -2 |
| 2023 | 75 | +10 |
| 2022 | 65 | +9 |
| 2021 | 56 | – |
Reported employee count increased from 56 in 2021 to 74 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
15Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/05/2008–Present | 54 | |
| Director | 21/09/2022–Present | 23 | |
| Director | 01/03/2010–30/11/2021 | 22 | |
| Director | 15/08/2025–Present | 74 | |
| Director | 01/01/2015–31/03/2017 | 6 | |
| Director | 04/01/2016–13/07/2018 | 4 | |
| Director | 23/03/2021–Present | 9 | |
| Director | 15/08/2025–Present | 49 | |
| Director | 20/02/2021–01/06/2026 | 0 | |
| Director | 01/10/2017–Present | 0 | |
| Director | 09/10/2018–Present | 1 | |
| Director | 01/10/2017–Present | 0 | |
| Director | 26/03/2018–31/03/2022 | 4 | |
| Secretary | 26/05/2010–30/06/2015 | 0 | |
| Secretary | 01/05/2008–26/05/2010 | 0 |
Persons with significant control
7Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–06/04/2016 | 54 | |
| 06/04/2016–01/06/2017 | 54 | |
| 12/11/2025–Present | 4 | |
| 01/06/2017–12/11/2025 | 0 | |
| 01/06/2017–Present | 0 | |
| 06/04/2016–01/06/2017 | 22 | |
| 06/04/2016–06/04/2016 | 22 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 34 Since 17/05/2017
- Last 12 months
- 8 -6 vs the year before
- Most recent filing
- 11/09/2026 less than a month ago
What changed in the last year
- Officer changes (3)Latest 11/09/2026
- Accounts filedLatest 27/02/2026
- Charges and mortgagesLatest 23/12/2025
Filing timeline
- 11/09/2026View PDF (2 pages)
Change of details for K3 Capital Group Limited as a person with significant control on 2026-03-13
- 27/02/2026View PDF (12 pages)
Accounts for a small company made up to 2025-05-31
- 06/01/2026View PDF (3 pages)
Resolutions
- 05/01/2026View PDF (6 pages)
Memorandum and Articles of Association
- 23/12/2025View PDF (121 pages)
Registration of charge 065827750008, created on 2025-12-19
- 12/12/2025View PDF (1 pages)
Previous accounting period extended from 2025-03-31 to 2025-05-31
- 11/12/2025View PDF (2 pages)
Notification of K3 Capital Group Limited as a person with significant control on 2025-11-12
- 11/12/2025View PDF (1 pages)
Cessation of Stechant Limited as a person with significant control on 2025-11-12
- 29/08/2025View PDF (2 pages)
Appointment of Mr Michael Lee Cauter as a director on 2025-08-15
- 29/08/2025View PDF (2 pages)
Appointment of Mr Andrew Robert Melbourne as a director on 2025-08-15
- 27/08/2025View PDF (1 pages)
Satisfaction of charge 065827750007 in full
- 19/08/2025View PDF (3 pages)
Second filing for the cessation of George Chantry as a person with significant control
Showing 12 of 34 filings
See when the next accounts and confirmation statement are due
About PARETO FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
PARETO FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in The Old Schoolhouse, 5-7 Byrom Street, Manchester M3 4PF. Companies House classifies its business as Financial intermediation not elsewhere classified, one of 3 SIC classifications on its record. It has been on the register for 18 years 4 months.
The register currently records it as active. Its 2025 accounts report net assets of £2.11M and 74 employees.
PARETO FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does PARETO FINANCIAL PLANNING LIMITED do?
Companies House records PARETO FINANCIAL PLANNING LIMITED under 3 registered business activities: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007), Life insurance (65.11 - SIC 2007) and Life reinsurance (65.20/1 - SIC 2007).
Is PARETO FINANCIAL PLANNING LIMITED still active?
PARETO FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 01/05/2008.
What are PARETO FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £2.11M, total assets of £3.79M, cash in bank of £878.94K and total liabilities of £1.59M.
When did PARETO FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 11/09/2026: Change of details for K3 Capital Group Limited as a person with significant control on 2026-03-13, less than a month ago.
When are PARETO FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 28/02/2027.
Who runs PARETO FINANCIAL PLANNING LIMITED?
Companies House lists 15 officers (8 currently in post) and 7 people with significant control (2 current).