Pareto Financial Planning Limited
- Company number
- 06582775
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 1 May 2008
- Nature of business
- Financial intermediation not elsewhere classified
Life insurance
Life reinsurance - Corporate group
- Shin Topco Limited (36 companies)
Registered office
Previous names
- Pareto Financial Planning (UK) Limited (until 29 Apr 2010)
- Pareto Financial Planning Limited (until 19 May 2008)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr George Mitchell Chantry | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | 6 Apr 2016 |
| Mr John Michael Stevenson | Ownership Of Shares 50 To 75 Percent | 6 Apr 2016 | 6 Apr 2016 |
| Mr John Michael Stevenson | Ownership Of Shares 50 To 75 Percent | 6 Apr 2016 | 6 Apr 2016 |
| Mr George Mitchell Chantry | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | 6 Apr 2016 |
| Stechant Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
1 Jun 2017 | 12 Nov 2025 |
| K3 Capital Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
12 Nov 2025 |
Accounts
| Year ended | Turnover | Net assets | Cash | Employees |
|---|---|---|---|---|
| 31 May 2025 | - | £2,110,275 | £878,939 | 73 |
| 31 Mar 2024 | - | £1,306,958 | £907,834 | 75 |
| 31 Mar 2023 | £6,631,755 | £1,404,221 | £884,539 | 65 |
| 31 Mar 2022 | - | £1,687,189 | £900,131 | 56 |
| 31 Mar 2021 | - | £1,434,759 | £462,387 | 54 |
| 31 Mar 2020 | - | £2,516,666 | £392,882 | 49 |
| 31 Mar 2019 | - | £2,051,457 | £36,236 | 37 |
| 31 Mar 2018 | - | - | - | - |
| 31 Mar 2017 | - | £959,085 | £848,252 | 34 |
| 31 Mar 2016 | - | £436,978 | £297,515 | - |
| 31 Mar 2015 | - | - | - | - |
| 31 Mar 2014 | - | - | - | - |
| 31 Mar 2013 | - | - | - | - |
| 31 Mar 2012 | - | - | - | - |
| 31 Mar 2011 | - | £149,069 | £34,765 | - |
| 31 Mar 2010 Dormant | - | £100 | £100 | - |
| 31 May 2009 Dormant | - | £100 | £100 | - |
Connections
Owned by
Pareto Financial Planning Limited → K3 Advisory Group Limited → Shin Bidco Limited → Shin Holdco Limited → Shin Topco Limited
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