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Pareto Financial Planning Limited

Pareto Financial Planning Limited is an active company incorporated on 1 May 2008 with the registered office located in Manchester, Greater Manchester. Pareto Financial Planning Limited was registered 17 years ago.
Status
Active
Active since 15 years ago
Company No
06582775
Private limited company
Age
17 years
Incorporated 1 May 2008
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 1 May 2025 (9 months ago)
Next confirmation dated 1 May 2026
Due by 15 May 2026 (3 months remaining)
Last change occurred 7 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Small
Next accounts for period 31 May 2025
Due by 28 February 2026 (1 month remaining)
Contact
Address
The Old Schoolhouse
5-7 Byrom Street
Manchester
M3 4PF
United Kingdom
Address changed on 29 Aug 2024 (1 year 5 months ago)
Previous address was Tower 12 Level 7 Bridge Street Manchester M3 3BZ England
Telephone
08700349339
Email
Available in Endole App
People
Officers
9
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Apr 1970
Director • Finance Director • British • Lives in England • Born in Mar 1980
Director • Consultant • British • Lives in England • Born in May 1974
Director • Financial Advisors • Scottish • Lives in England • Born in Oct 1974
Director • British • Lives in England • Born in Sep 1982
Shareholders, PSCs & Group Structure
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Mutual Companies
Stechant Limited
Michael Lee Cauter, Andrew Robert Melbourne, and 1 more are mutual people.
Active
Primas Newco 3 Limited
Michael Lee Cauter, Andrew Robert Melbourne, and 1 more are mutual people.
Active
Prosys Computing Limited
Michael Lee Cauter and Andrew Robert Melbourne are mutual people.
Active
Quantuma Advisory (Yorkshire) Limited
Michael Lee Cauter and Andrew Robert Melbourne are mutual people.
Active
Alphalogix Ltd
Michael Lee Cauter and Andrew Robert Melbourne are mutual people.
Active
KBS Corporate Sales Limited
Michael Lee Cauter and Andrew Robert Melbourne are mutual people.
Active
Professional Insight Marketing Ltd
Michael Lee Cauter and Andrew Robert Melbourne are mutual people.
Active
K3 Capital Group Limited
Michael Lee Cauter and Andrew Robert Melbourne are mutual people.
Active
Brands
Pareto IFA
Pareto is a financial planning firm that offers independent financial advice to help clients plan for their future.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Mar 2023
For period 31 Mar31 Mar 2023
Traded for 12 months
Cash in Bank
£884.54K
Decreased by £15.59K (-2%)
Turnover
£6.63M
Increased by £6.63M (%)
Employees
75
Increased by 10 (+15%)
Total Assets
£2.35M
Decreased by £345.92K (-13%)
Total Liabilities
-£950.16K
Decreased by £62.95K (-6%)
Net Assets
£1.4M
Decreased by £282.97K (-17%)
Debt Ratio (%)
40%
Increased by 2.84% (+8%)
Latest Activity
New Charge Registered
1 Month Ago on 19 Dec 2025
Accounting Period Extended
1 Month Ago on 12 Dec 2025
Stechant Limited (PSC) Resigned
2 Months Ago on 12 Nov 2025
K3 Capital Group Limited (PSC) Appointed
2 Months Ago on 12 Nov 2025
Charge Satisfied
5 Months Ago on 27 Aug 2025
Mr Andrew Robert Melbourne Appointed
5 Months Ago on 15 Aug 2025
Mr Michael Lee Cauter Appointed
5 Months Ago on 15 Aug 2025
Confirmation Submitted
8 Months Ago on 12 May 2025
Charge Satisfied
11 Months Ago on 5 Feb 2025
Stechant Limited (PSC) Details Changed
1 Year 4 Months Ago on 4 Sep 2024
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Documents
Resolutions
Submitted on 6 Jan 2026
Memorandum and Articles of Association
Submitted on 5 Jan 2026
Registration of charge 065827750008, created on 19 December 2025
Submitted on 23 Dec 2025
Previous accounting period extended from 31 March 2025 to 31 May 2025
Submitted on 12 Dec 2025
Cessation of Stechant Limited as a person with significant control on 12 November 2025
Submitted on 11 Dec 2025
Notification of K3 Capital Group Limited as a person with significant control on 12 November 2025
Submitted on 11 Dec 2025
Appointment of Mr Andrew Robert Melbourne as a director on 15 August 2025
Submitted on 29 Aug 2025
Appointment of Mr Michael Lee Cauter as a director on 15 August 2025
Submitted on 29 Aug 2025
Satisfaction of charge 065827750007 in full
Submitted on 27 Aug 2025
Second filing for the cessation of John Stevenson as a person with significant control
Submitted on 19 Aug 2025
Repayment History
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