PARETO FINANCIAL PLANNING LIMITED Financials
- Company number
- 06582775Copy
Copy - Registered office
- The Old Schoolhouse, 5-7 Byrom Street, Manchester M3 4PF
- Incorporated
- 01/05/2008
Company snapshot
- Status
- Active
- Employees
- 74 (2025)
- Latest financial data
- 2025
- Accounts type
- Small
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
61.46%vs 20242024: £1.31M
Total Assets
59.47%vs 20242024: £2.38M
Cash in Bank
-3.18%vs 20242024: £907.83K
Total Liabilities
58.76%vs 20242024: £1.00M
Employees
+1vs 20242024: 73
In 2025, PARETO FINANCIAL PLANNING LIMITED reported net assets of £2.11M. The same filing shows total assets of £3.79M, cash in bank of £878.94K and total liabilities of £1.59M. Reported headcount was 74 in 2025. Total Assets rose from £2.38M in 2024 to £3.79M in 2025 (59.47%). Okredo holds filed figures for 2021–2025; the table below lists every reported indicator by year. See every reported indicator by year.
Financial performance
Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.
Net Assets
61.46%from £1.31M in 2024Year-on-year change
Net Assets as filed for 2021–2025. Every figure in this chart is also in the financial history table.
3-year financial trend (2023–2025)
How the figures PARETO FINANCIAL PLANNING LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+50.3%vs 2023+22.6% a year compound (CAGR)
Cash in Bank
-0.6%vs 2023-0.3% a year compound (CAGR)
Total Assets
+53.4%vs 2023+23.9% a year compound (CAGR)
Total Liabilities
+67.7%vs 2023+29.5% a year compound (CAGR)
Employees
-1.3%vs 2023-1Biggest increase
Total Liabilities+67.7%
£950.16K in 2023 to £1.59M in 2025
Biggest decrease
Employees-1.3%
75 in 2023 to 74 in 2025
PARETO FINANCIAL PLANNING LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in total liabilities, pointing to heavier outstanding obligations, set against a fall in employee numbers, pointing to a smaller workforce. See the full year-by-year figures.
Ratios from the filed figures
Calculated from PARETO FINANCIAL PLANNING LIMITED's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.
- Net assets to total assets
- 55.69%2025
- Liabilities to total assets
- 42.05%2025
- Cash to liabilities
- 55.15%2025
- Cash to total assets
- 23.19%2025
Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.
Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.
Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
Reported cash in bank divided by reported total assets, for the latest year both were filed.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for PARETO FINANCIAL PLANNING LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net Assets£ | 1.43M | 1.69M | 1.40M | 1.31M | 2.11M |
| Total Assets£ | 2.34M | 2.81M | 2.47M | 2.38M | 3.79M |
| Cash in Bank£ | 462.39K | 900.13K | 884.54K | 907.83K | 878.94K |
| Total Liabilities£ | 798.74K | 1.01M | 950.16K | 1.00M | 1.59M |
| Employees | 56 | 65 | 75 | 73 | 74 |
PARETO FINANCIAL PLANNING LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has PARETO FINANCIAL PLANNING LIMITED filed financial statements?
Yes. Okredo holds filed figures for PARETO FINANCIAL PLANNING LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did PARETO FINANCIAL PLANNING LIMITED report in 2025?
PARETO FINANCIAL PLANNING LIMITED reported net assets of £2.11M for 2025. That compares with £1.31M in 2024, a change of 61.46%.
What total assets did PARETO FINANCIAL PLANNING LIMITED report in 2025?
PARETO FINANCIAL PLANNING LIMITED reported total assets of £3.79M for 2025. That compares with £2.38M in 2024, a change of 59.47%.
What cash in bank did PARETO FINANCIAL PLANNING LIMITED report in 2025?
PARETO FINANCIAL PLANNING LIMITED reported cash in bank of £878.94K for 2025. That compares with £907.83K in 2024, a change of -3.18%.
How many people does PARETO FINANCIAL PLANNING LIMITED employ?
PARETO FINANCIAL PLANNING LIMITED reported 74 employees in 2025, compared with 73 in 2024.
How have PARETO FINANCIAL PLANNING LIMITED financials changed over the last 3 years?
Between 2023 and 2025, PARETO FINANCIAL PLANNING LIMITED's net assets rose by 50.3%, cash in bank fell by 0.6%, total assets rose by 53.4% and total liabilities rose by 67.7%. Net assets compounded at 22.6% a year across the two years to 2025, from £1.40M to £2.11M. Reported headcount went from 75 in 2023 to 74 in 2025 (-1).
Which years of PARETO FINANCIAL PLANNING LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024, 2025. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.