PARETO FINANCIAL PLANNING LIMITED

Company number 06582775 ·

Active

Free AI analysis

Have an AI read this company's filings and write an assessment — financial health, risks, and what the numbers say.

Get the analysis

Shareholders' funds

£2,110,275

Balance sheet as at 2025-05-31

View full accounts →

Overview

Company type
Private Limited Company
Incorporated
2008-05-01
Employees
74 (2025 accounts · was 73 in 2024)
Registered office
The Old Schoolhouse, 5-7 Byrom Street, Manchester, United Kingdom, M3 4PF
Postcode
M3 4PF
Capital
100 GBP
Accounts category
Small
Charges
0 outstanding

Accounts

Last made up to
2025-05-31
Next due by
2027-02-28
Financial year end
31 May

Confirmation statement

Last statement dated
2026-05-01
Next due by
2027-05-15
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified
  • 65110 Life insurance
  • 65201 Life reinsurance

Officers 8 current · 7 resigned

Appointed 2025-08-15
Appointed 2025-08-15
Appointed 2022-09-21
Appointed 2021-03-23
Appointed 2018-10-09

View all officers and resignations →

Group structure 1 subsidiary

Controlled by K3 ADVISORY GROUP LIMITED — since 2025-11-12

From persons-with-significant-control filings on the public register.

Data protection registration

Registered with the ICO as a data protection fee payer — Z2241294 (Tier 2), registered since 2010.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Political donations 1

£50,000 in registered political donations since 2022.

  • Conservative and Unionist Party
    £50,000 2022-04-27 Cash

Source: the Electoral Commission's register of donations — this company's full record, Open Government Licence v3.0.

Previous company names

NameDate changed
PARETO FINANCIAL PLANNING (UK) LIMITED2010-04-29
PARETO FINANCIAL PLANNING LIMITED2008-05-19

Previous registered addresses 4

AddressChanged on
8 ST. JOHN STREET, MANCHESTER, M3 4DU2019-10-15
TOWER 12 LEVEL 7, BRIDGE STREET, MANCHESTER, M3 3DS, ENGLAND2019-10-15
2ND FLOOR, 3 HARDMAN SQUARE SPINNINGFIELDS, MANCHESTER, M3 3EB, UNITED KINGDOM2010-09-22
CITY WHARF NEW BAILEY STREET, MANCHESTER, M3 5ER2010-01-14

Among its peers

Top 5%

by shareholders' funds, of 452 similar companies in M

Among the biggest employers among its local peers (74 staff).

Among the oldest 25% of its local peers, trading since 2008.

No.20 of the largest financial intermediation not elsewhere classified companies in Manchester →

68 companies are registered at this postcode →

Competitors Manchester

This company ranks 20 among financial intermediation not elsewhere classified in Manchester.

Full league table →

The class of 2008

31%

of the 1,752 companies in this sector incorporated in 2008 are still active today; 67% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.