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Company · Manchester

Pareto Financial Planning Limited

Financial intermediation not elsewhere classified

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Official record Companies House · updated 27th September 2026 · Sources

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The large node is Pareto Financial Planning Limited. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Previous officers 7

  1. Nicola Jane Aspray 2021-2026 Director View profile
  2. Rory Michael Percival 2018-2022 Director View profile
  3. Kevin John Morrissey 2016-2018 Director View profile
  4. Susan Linda Godwin 2015-2017 Director View profile
  5. George Mitchell Chantry 2010-2021 Director View profile
  6. Lorna Hart 2010-2015 Secretary View profile
  7. Nicola Stevenson 2008-2010 Secretary View profile

Directors and secretaries as filed at Companies House.

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About

What it does
Financial intermediation not elsewhere classified; Life insurance; Life reinsurance
Incorporated
01/05/2008
Registered office
Manchester
Previous names
Pareto Financial Planning (UK) Limited (until 29/04/2010)
Pareto Financial Planning Limited (until 19/05/2008)

Ownership

Owned by (4) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.

  • George Mitchell Chantry ceased 2016-04-06
    25-50% shares · notified 2016-04-06
  • George Mitchell Chantry ceased 2016-04-06
    25-50% shares · notified 2016-04-06
  • K3 Capital Group Limited
    75-100% shares, 75-100% voting, appoints directors · notified 2025-11-12
  • Stechant Limited ceased 2025-11-12
    75-100% shares, 75-100% voting, appoints directors · notified 2017-06-01
  • Possible match - name could not be confirmed to one individualiPossible matchThis PSC filing could not be confirmed to one individual. Not shown as confirmed ownership.
  • Possible match - name could not be confirmed to one individualiPossible matchThis PSC filing could not be confirmed to one individual. Not shown as confirmed ownership.

Group

  1. Pareto Financial Planning Limited is controlled by George Mitchell Chantry
    Evidence
    ceased 25-50% shares · notified 2016-04-06, ceased 2016-04-06 · source: Companies House PSC register

Ultimately controlled by George Mitchell Chantry.

6 other companies in this group

Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.

Financials

Net assets
£2,110,275
Total assets
£2,133,102
Cash
£878,939
Employees
74
Turnover
Not reported (small or micro-entity accounts)

Figures from accounts filed at Companies House (iXBRL), period ending 2025-05-31. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.

Board analysis

Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.

8 directors on the board

6.8y median 6.5y
average tenure
18.2y
longest tenure

Directors past 6 years

First-time vs portfolio directors

First-time (2)

Portfolio (6)

Left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Finance 40Professional services 27Tech and media 10Other services 6Business services 3Dormant 2Arts and leisure 1Health and social care 1

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Gaps to watch

  • Several long-serving directors could step down together

Where to look Suggested search: succession planning for long-tenured seats.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
06582775
Status
Active
Type
Private Limited Company
Accounts next due
28/02/2027
Edition
Register edition compiled 27th September 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

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