The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 8
  • 1
    Stones, Paul Leslie
    Financial Advisors born in April 1971
    Individual (1 offspring)
    Officer
    2017-10-01 ~ now
    OF - director → CIF 0
  • 2
    Hardy-dearness, Darren Edward
    Compliance Director born in January 1974
    Individual (2 offsprings)
    Officer
    2018-10-09 ~ now
    OF - director → CIF 0
  • 3
    Stevenson, John Michael
    Director born in March 1969
    Individual (27 offsprings)
    Officer
    2008-05-01 ~ now
    OF - director → CIF 0
  • 4
    Young, Philip Andrew
    Consultant born in May 1974
    Individual (9 offsprings)
    Officer
    2022-09-21 ~ now
    OF - director → CIF 0
  • 5
    Romain, Christopher James
    Finance Director born in March 1980
    Individual (10 offsprings)
    Officer
    2021-03-23 ~ now
    OF - director → CIF 0
  • 6
    Aspray, Nicola Jane
    Director born in August 1973
    Individual (1 offspring)
    Officer
    2021-02-20 ~ now
    OF - director → CIF 0
  • 7
    Carswell, Stuart
    Financial Advisors born in October 1974
    Individual (1 offspring)
    Officer
    2017-10-01 ~ now
    OF - director → CIF 0
  • 8
    Tower 12, Bridge Street, Manchester, England
    Corporate (2 parents, 1 offspring)
    Profit/Loss (Company account)
    888,928 GBP2023-04-01 ~ 2024-03-31
    Person with significant control
    2017-06-01 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
Ceased 7
  • 1
    Godwin, Susan Linda
    Finance Director born in October 1970
    Individual (1 offspring)
    Officer
    2015-01-01 ~ 2017-03-31
    OF - director → CIF 0
  • 2
    Percival, Rory Michael
    Consultant born in January 1964
    Individual
    Officer
    2018-03-26 ~ 2022-03-31
    OF - director → CIF 0
  • 3
    Hart, Lorna
    Individual
    Officer
    2010-05-26 ~ 2015-06-30
    OF - secretary → CIF 0
  • 4
    Mr John Michael Stevenson
    Born in March 1969
    Individual (27 offsprings)
    Person with significant control
    2016-04-06 ~ 2016-04-06
    PE - Ownership of shares – More than 50% but less than 75% → CIF 0
    2016-04-06 ~ 2017-06-01
    PE - Ownership of shares – More than 50% but less than 75% → CIF 0
  • 5
    Stevenson, Nicola
    Individual (3 offsprings)
    Officer
    2008-05-01 ~ 2010-05-26
    OF - secretary → CIF 0
  • 6
    Morrissey, Kevin John
    Company Director born in June 1971
    Individual (2 offsprings)
    Officer
    2016-01-04 ~ 2018-07-13
    OF - director → CIF 0
  • 7
    Chantry, George Mitchell
    Financial Adviser born in December 1966
    Individual (8 offsprings)
    Officer
    2010-03-01 ~ 2021-11-30
    OF - director → CIF 0
    Mr George Mitchell Chantry
    Born in December 1966
    Individual (8 offsprings)
    Person with significant control
    2016-04-06 ~ 2016-04-06
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    2016-04-06 ~ 2017-06-01
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
parent relation
Company in focus

PARETO FINANCIAL PLANNING LIMITED

Previous names
PARETO FINANCIAL PLANNING (UK) LIMITED - 2010-04-29
PARETO FINANCIAL PLANNING LIMITED - 2008-05-19
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
65110 - Life Insurance
65201 - Life Reinsurance
Brief company account
Par Value of Share
Class 1 ordinary share
12023-04-01 ~ 2024-03-31
Intangible Assets
12,228 GBP2024-03-31
13,102 GBP2023-03-31
Property, Plant & Equipment
65,482 GBP2024-03-31
115,389 GBP2023-03-31
Fixed Assets
77,710 GBP2024-03-31
128,491 GBP2023-03-31
Debtors
1,325,201 GBP2024-03-31
1,341,348 GBP2023-03-31
Cash at bank and in hand
907,834 GBP2024-03-31
884,539 GBP2023-03-31
Current Assets
2,233,035 GBP2024-03-31
2,225,887 GBP2023-03-31
Creditors
Current
984,359 GBP2024-03-31
918,034 GBP2023-03-31
Net Current Assets/Liabilities
1,248,676 GBP2024-03-31
1,307,853 GBP2023-03-31
Total Assets Less Current Liabilities
1,326,386 GBP2024-03-31
1,436,344 GBP2023-03-31
Net Assets/Liabilities
1,306,958 GBP2024-03-31
1,404,221 GBP2023-03-31
Equity
Called up share capital
100 GBP2024-03-31
100 GBP2023-03-31
Retained earnings (accumulated losses)
1,306,858 GBP2024-03-31
1,404,121 GBP2023-03-31
Equity
1,306,958 GBP2024-03-31
1,404,221 GBP2023-03-31
Average Number of Employees
732023-04-01 ~ 2024-03-31
752022-04-01 ~ 2023-03-31
Intangible Assets - Gross Cost
Net goodwill
1,200,000 GBP2024-03-31
1,200,000 GBP2023-03-31
Development expenditure
27,250 GBP2024-03-31
19,750 GBP2023-03-31
Intangible Assets - Gross Cost
1,227,250 GBP2024-03-31
1,219,750 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
1,200,000 GBP2024-03-31
1,200,000 GBP2023-03-31
Development expenditure
15,022 GBP2024-03-31
6,648 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
1,215,022 GBP2024-03-31
1,206,648 GBP2023-03-31
Intangible Assets - Increase From Amortisation Charge for Year
Development expenditure
8,374 GBP2023-04-01 ~ 2024-03-31
Intangible Assets - Increase From Amortisation Charge for Year
8,374 GBP2023-04-01 ~ 2024-03-31
Intangible Assets
Development expenditure
12,228 GBP2024-03-31
13,102 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Improvements to leasehold property
80,817 GBP2024-03-31
80,817 GBP2023-03-31
Furniture and fittings
131,282 GBP2024-03-31
131,282 GBP2023-03-31
Computers
173,724 GBP2024-03-31
163,821 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
385,823 GBP2024-03-31
375,920 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Improvements to leasehold property
80,817 GBP2024-03-31
80,817 GBP2023-03-31
Furniture and fittings
102,659 GBP2024-03-31
83,461 GBP2023-03-31
Computers
136,865 GBP2024-03-31
96,253 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
320,341 GBP2024-03-31
260,531 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
19,198 GBP2023-04-01 ~ 2024-03-31
Computers
40,612 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
59,810 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Furniture and fittings
28,623 GBP2024-03-31
47,821 GBP2023-03-31
Computers
36,859 GBP2024-03-31
67,568 GBP2023-03-31
Trade Debtors/Trade Receivables
Current
501,946 GBP2024-03-31
606,233 GBP2023-03-31
Other Debtors
Current
23,878 GBP2024-03-31
292,964 GBP2023-03-31
Prepayments/Accrued Income
Current
798,719 GBP2024-03-31
442,151 GBP2023-03-31
Debtors
Current, Amounts falling due within one year
1,325,201 GBP2024-03-31
1,341,348 GBP2023-03-31
Other Remaining Borrowings
Current
26,354 GBP2023-03-31
Trade Creditors/Trade Payables
Current
28,507 GBP2024-03-31
104,253 GBP2023-03-31
Corporation Tax Payable
Current
105,008 GBP2024-03-31
14,689 GBP2023-03-31
Other Taxation & Social Security Payable
Current
83,284 GBP2024-03-31
78,990 GBP2023-03-31
Other Creditors
Current
148,595 GBP2024-03-31
38,261 GBP2023-03-31
Accrued Liabilities
Current
582,821 GBP2024-03-31
607,934 GBP2023-03-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
Amounts falling due within one year
46,713 GBP2024-03-31
140,140 GBP2023-03-31
Between one and five year
46,713 GBP2023-03-31
All periods
46,713 GBP2024-03-31
186,853 GBP2023-03-31
Amounts set aside to cover potential liabilities or losses
Deferred taxation
19,428 GBP2024-03-31
32,123 GBP2023-03-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
100 shares2024-03-31
Related profiles found in government register
  • PARETO FINANCIAL PLANNING LIMITED
    Info
    PARETO FINANCIAL PLANNING (UK) LIMITED - 2010-04-29
    PARETO FINANCIAL PLANNING LIMITED - 2008-05-19
    Registered number 06582775
    The Old Schoolhouse, 5-7 Byrom Street, Manchester M3 4PF
    Private Limited Company incorporated on 2008-05-01 (17 years 1 month). The company status is Active.
    The last date of confirmation statement was made at 2024-05-01
    CIF 0
  • PARETO FINANCIAL PLANNING LIMITED
    S
    Registered number 6582775
    8, St. John Street, Manchester, England, M3 4DU
    Limited Company in Companies House, England
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • WATSON LAURIE SINCLAIR FINANCIAL SERVICES LIMITED - 2000-09-19
    SPRITEGRANGE LIMITED - 1998-09-22
    The Old Schoolhouse, 5-7 Byrom Street, Manchester, United Kingdom
    Corporate (2 parents)
    Equity (Company account)
    100 GBP2024-03-31
    Person with significant control
    2018-12-01 ~ now
    CIF 1 - Ownership of shares – 75% or more → OE

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.