Pareto Financial Planning Limited
06582775
Healthy
- 1 outstanding charge (-2)
Details
Compliance
Last accounts
31/05/2025
small
Next accounts due
28/02/2027
Confirmation statement
Last: 01/05/2026
Due 15/05/2027
Industry
Officers
director · Since 01/05/2008
DIRECTOR
BRITISH · UNITED KINGDOM · Age 57
Also on 22 other boards
director · Since 09/10/2018
COMPLIANCE DIRECTOR
BRITISH · ENGLAND · Age 52
Also on 1 other board
director · Since 23/03/2021
FINANCE DIRECTOR
BRITISH · ENGLAND · Age 46
Also on 8 other boards
director · Since 21/09/2022
CONSULTANT
BRITISH · ENGLAND · Age 52
Also on 5 other boards
director · Since 15/08/2025
DIRECTOR
BRITISH · ENGLAND · Age 43
Also on 37 other boards
director · Since 15/08/2025
DIRECTOR
BRITISH · ENGLAND · Age 56
Also on 45 other boards
Persons with Significant Control
K3 Capital Group Limited
K3 House, 5 Springfield Court, Summerfield Road, Bolton, BL3 2NT
Reg: 06102618 · England And Wales · Private Limited Company
Notified 12/11/2025
Former PSCs
Mr John Michael Stevenson
Ceased 06/04/2016
Mr George Mitchell Chantry
Ceased 06/04/2016
Stechant Limited
Ceased 12/11/2025
Charges1 outstanding
GLAS TRUST CORPORATION LIMITED
HSBC UK BANK PLC
CLYDESDALE BANK PLC (TRADING AS VIRGIN MONEY)
GEORGE MITCHELL CHANTRY
CLYDESDALE BANK PLC (TRADING AS BOTH CLYDESDALE BANK AND YORKSHIRE BANK)
LLOYDS BANK PLC
LLOYDS BANK PLC
THE ROYAL BANK OF SCOTLAND PLC
CompanyRankvs 145+ SIC 64999 peers79
Show leaderboard
How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Risk deductions
Outstanding charges: -10 pts
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/05/2025
Net Worth
£2.1M
Balance sheet strength
Cash
£879k
Cash in the bank
Net Current Assets
£2.0M
Working capital
Current Assets
£3.6M
Current Liabilities
£1.6M
Fixed Assets
£91k
Debtors
£2.7M
Tax at Year End
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 2.30 | +£0 |
| 2025 | 2.30 | +£803k |
| 2024 | 2.27 | -£97k |
| 2023 | 2.42 | -£283k |
| 2022 | 2.60 | +£252k |
| 2021 | 2.73 | -£1.1M |
| 2020 | 4.00 | +£465k |
| 2019 | 3.94 | — |
Derived from filed accounts. Not audited figures.