Pareto Financial Planning Limited
Registered name: PARETO FINANCIAL PLANNING LIMITED
Part of Shin Topco Limited groupPareto Financial Planning Limited does not publish its revenue or profit. Its accounts to 31 May 2025 show net assets of £2.1m and 74 employees.
Pareto Financial Planning Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 31 May 2025 showed net assets of £2.1m and 74 employees. The company is classified under “financial intermediation not elsewhere classified” and is based in Manchester; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Manchester, North West
- Age
- 18 yrs · since 2008
- Type
- Private Limited Company
Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
Pareto Financial Planning Limited’s accounts for the year to 31 May 2025 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 74
- Net assets
- £2.1m
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Mar 2022 | 31 Mar 2023 | 31 Mar 2024 | 31 May 2025 |
|---|---|---|---|---|
| Disclosure | Full P&L | Full P&L | No P&L | No P&L |
| Profit & loss | ||||
| Revenue (turnover) | £6.6m | £6.6m | — | — |
| Cost of sales | £835k | £822k | — | — |
| Gross profit | £5.7m | £5.8m | — | — |
| Operating profit | £1.5m | £718k | — | — |
| Profit before tax | £1.5m | £710k | — | — |
| Profit after tax | £1.2m | £560k | — | — |
| Profit (best available) | £1.2m | £560k | — | — |
| Employees (average) | 65 | 75 | 73 | 74 |
| Ratios | ||||
| Profit margin | 18.2% | 8.5% | — | — |
| Gross margin | 87.3% | 87.6% | — | — |
| Revenue per employee | £101k | £88.4k | — | — |
| Profit per employee | £18.4k | £7.5k | — | — |
| Growth (year on year) | ||||
| Revenue growth | — | ▲0.9% | — | — |
| Profit growth | — | ▼53.1% | — | — |
| Headcount growth | — | ▲15.4% | ▼2.7% | — |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £900k | £885k | £908k | £879k |
| Net assets | £1.7m | £1.4m | £1.3m | £2.1m |
| Fixed assets | £125k | £128k | £77.7k | £91.3k |
| Current assets | £2.6m | £2.2m | £2.2m | £3.6m |
| Debtors | £572k | £606k | £502k | £616k |
| Source | Accounts · bulk data Dec 2023 | Accounts · bulk data Dec 2023 | FullAccounts · bulk data Oct 2024 | FullAccounts · bulk data Feb 2026 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- —
- Now £2.1m
- Cash at bank
- —
- Now £879k
- Headcount
- —
- Now 74
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now £91.3k
Group structure
Ownership chain
- Shin Topco Limitedultimate parent75–100%
- Shin Holdco Limited75–100%
- Shin Bidco Limited75–100%
- K3 Advisory Group Limited75–100%
- Pareto Financial Planning Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (6)
- Pinnacle Computing (Support) LimitedRev. £44m · Profit £3.7m
- Imagine That Marketing LimitedFigures not disclosed
- K3 Capital Group LimitedFigures not disclosed
- Luna Investment Management LimitedFigures not disclosed
- Organon Pension Trustees LimitedFigures not disclosed
- Organon Sipp Services LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 31 May 2025, from the Companies House accounts bulk data published Feb 2026. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.