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PARETO FINANCIAL PLANNING LIMITED

Company
PARETO FINANCIAL PLANNING LIMITED (06582775)

PARETO FINANCIAL PLANNING

Phone: 01618 191 311
A⁺ rating

ABOUT PARETO FINANCIAL PLANNING LIMITED

Pareto Managing Director and co-founder John Stevenson said the individual sponsorship of Haseeb signalled a new move for the firm.

PARETO FINANCIAL PLANNING HAILS STRONG YEAR

Pareto Financial Planning has grown its turnover to 3.4m, with 40% of that now coming from recurring income. The award winning IFA founded 8 years ago by John Stevenson and George Chantry, now employs 36 people after boosting its

The Pareto team attended the Talk of Manchester Business awards at the Mercure Hotel earlier this month.

We are delighted to announce Pareto were awarded

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KEY FINANCES

Year
2017
Assets
£2382.96k ▲ £1262.98k (112.77 %)
Cash
£848.25k ▲ £550.74k (185.11 %)
Liabilities
£1461.75k ▲ £730.05k (99.77 %)
Net Worth
£921.21k ▲ £532.94k (137.26 %)

REGISTRATION INFO

Company name
PARETO FINANCIAL PLANNING LIMITED
Company number
06582775
Status
Active
Categroy
Private Limited Company
Date of Incorporation
01 May 2008
Age - 16 years
Home Country
United Kingdom

CONTACTS

Website
paretofp.co.uk
Phones
01618 191 311
Registered Address
8 ST. JOHN STREET,
MANCHESTER,
M3 4DU

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified
65110
Life insurance
65201
Life reinsurance

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LAST EVENTS

03 Apr 2017
Termination of appointment of Susan Linda Godwin as a director on 31 March 2017
21 Dec 2016
Total exemption small company accounts made up to 31 March 2016
15 Jun 2016
Annual return made up to 1 May 2016 with full list of shareholders Statement of capital on 2016-06-15 GBP 100

CHARGES

9 December 2011
Status
Outstanding
Delivered
10 December 2011
Persons entitled
The Royal Bank of Scotland PLC
Description
Fixed and floating charge over the undertaking and all…

See Also


Last update 2018

PARETO FINANCIAL PLANNING LIMITED DIRECTORS

George Mitchell Chantry

  Acting
Appointed
01 March 2010
Occupation
Financial Adviser
Role
Director
Age
58
Nationality
British
Address
8 St. John Street, Manchester, United Kingdom, M3 4DU
Country Of Residence
England
Name
CHANTRY, George Mitchell

Kevin Morrissey

  Acting
Appointed
04 January 2016
Occupation
Company Director
Role
Director
Age
53
Nationality
British
Address
8 St. John Street, Manchester, M3 4DU
Country Of Residence
England
Name
MORRISSEY, Kevin

John Michael Stevenson

  Acting
Appointed
01 May 2008
Occupation
Director
Role
Director
Age
56
Nationality
British
Address
8 St. John Street, Manchester, United Kingdom, M3 4DU
Country Of Residence
United Kingdom
Name
STEVENSON, John Michael

Lorna Hart

  Resigned
Appointed
26 May 2010
Resigned
30 June 2015
Role
Secretary
Address
8 St. John Street, Manchester, United Kingdom, M3 4DU
Name
HART, Lorna

Nicola Stevenson

  Resigned
Appointed
01 May 2008
Resigned
26 May 2010
Role
Secretary
Address
Mill Lodge, Mill Lane, Mottram-St-Andrew, Cheshire, Uk, SK10 4LW
Name
STEVENSON, Nicola

Susan Linda Godwin

  Resigned
Appointed
01 January 2015
Resigned
31 March 2017
Occupation
Finance Director
Role
Director
Age
54
Nationality
British
Address
8 St. John Street, Manchester, M3 4DU
Country Of Residence
England
Name
GODWIN, Susan Linda

REVIEWS


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Excellent according to the company’s financial health.