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PARETO FINANCIAL PLANNING LIMITED Active

Financial Services


Contact information


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Financial statements of PARETO FINANCIAL PLANNING LIMITED

According to PARETO FINANCIAL PLANNING LIMITED latest financial report submitted on 2025-05-31, the company has a Cash of £878,939.00, Total-Assets of £4M while the Working-Capital is £2M. Compared with the previous year, the company reported a Cash decrease of -2.41%, which is an equivalent of 21192. At the same time, the Total-Assets went up by 27.09%, or by -1003559.


Year:
2024 Not available
2023 Not available
2022 Not available
2021 Not available

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  • Reporting period

    14

  • Consolidated A/cs

    N

  • Profit after Tax

    £ -

  • Working Capital

    £ 2.0 million

Cost of Sales

PARETO FINANCIAL PLANNING LIMITED Business Credit Report

A Business Credit Report for PARETO FINANCIAL PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for PARETO FINANCIAL PLANNING LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

PARETO FINANCIAL PLANNING LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

PARETO FINANCIAL PLANNING LIMITED Directors and key executives

PARETO FINANCIAL PLANNING LIMITED currently employs 74 people. Compared with the previous year, the company has reported a staff increase of 1%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at PARETO FINANCIAL PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

74

101%

1y growth

97%

2y growth

Management Level


44

Middle

34

Operational

Employee Job Title Email Phone Country
Seldian Curri Investment Analyst
*************@paretofp.co.uk
- GB
Royston Quick Independent Financial Advisor
*************@paretofp.co.uk
- GB
Derek Ward Senior Paraplanner
**********@paretofp.co.uk
- GB
Jennifer Macfarlane Marketing Manager
*******************@paretofp.co.uk
- GB
Ania Carman Team Leader
***********@paretofp.co.uk
- GB

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PARETO FINANCIAL PLANNING LIMITED Ownership and Group Structure


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PARETO FINANCIAL PLANNING LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 1 people with significant control at PARETO FINANCIAL PLANNING LIMITED. One of of major shareholders of PARETO FINANCIAL PLANNING LIMITED is K3 CAPITAL GROUP LIMITED, which owns 1 ORDINARY shares.


Name Quantity Share Type Value
K3 CAPITAL GROUP LIMITED
1 ORDINARY 2 GBP

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PARETO FINANCIAL PLANNING LIMITED competitors:

Top 5 similar companies of PARETO FINANCIAL PLANNING LIMITED are WALKER CRIPS GROUP LIMITED, JARVIS SECURITIES PLC, FISKE PLC, OCTOPUS AIM VCT PLC, RGA UK SERVICES LIMITED. View and export all the competitor list of PARETO FINANCIAL PLANNING LIMITED by upgrading your account here.


WALKER CRIPS GROUP LIMITED


Revenue
31,604,000.0
Age
47 years
Employees
235
Industry
View Financial Services
Website
View https://www.walk**************

JARVIS SECURITIES PLC


Revenue
17,850,462.0
Age
22 years
Employees
56
Industry
View Financial Services
Website
View http://www.jarviss****************

FISKE PLC


Revenue
7,930,000.0
Age
53 years
Employees
35
Industry
View Financial Services
Website
View Not available

OCTOPUS AIM VCT PLC


Revenue
3,412,000.0
Age
29 years
Employees
22
Industry
View Financial Services
Website
View Not available

RGA UK SERVICES LIMITED


Revenue
67,203,000.0
Age
31 years
Employees
233
Industry
View Foreign Insurance Companies Service Offices
Website
View http://www.rga************

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PARETO FINANCIAL PLANNING LIMITED news & activities:


Employees

PARETO FINANCIAL PLANNING LIMITED number of employees has increased by 1% compared with previous year and now represents a total number of 74.

uk.globaldatabase.com

2025-05-31

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Frequently Asked Questions regarding PARETO FINANCIAL PLANNING LIMITED


Where is PARETO FINANCIAL PLANNING LIMITED registered office?

PARETO FINANCIAL PLANNING LIMITED is located at The Old Schoolhouse 5-7 Byrom Street, United Kingdom.

How can I contact PARETO FINANCIAL PLANNING LIMITED?

You can call PARETO FINANCIAL PLANNING LIMITED at the following number +441618******

What is the website of PARETO FINANCIAL PLANNING LIMITED?

PARETO FINANCIAL PLANNING LIMITED website is http://www.paretofp.co.uk/

How many people work at PARETO FINANCIAL PLANNING LIMITED?

According to the latest account statement, there are currently 74 of employees working for PARETO FINANCIAL PLANNING LIMITED.

What is the Business Credit Score of PARETO FINANCIAL PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of PARETO FINANCIAL PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does PARETO FINANCIAL PLANNING LIMITED pay their invoices on time?

By requesting a Business Credit Report for PARETO FINANCIAL PLANNING LIMITED, you will be able to gain more insights about the PARETO FINANCIAL PLANNING LIMITED payment trends.

Who is the Ultimate Parent of the PARETO FINANCIAL PLANNING LIMITED?

Information about the ultimate beneficial ownership NIH VIII Shin Ho*************** of PARETO FINANCIAL PLANNING LIMITED is available when you order a business credit report.

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