Pareto Financial Planning Limited
Reference number: 618272
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Verified website
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Verified phone number
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Verified address
The Old Schoolhouse, 5-7 Byrom Street, Manchester, Greater Manchester, M3 4PF, United Kingdom
Also trades as 6 other names
- AKS Wealth Management
- Ascendis Wealth Management
- CLC wealth management
- Langricks Wealth Management
- Pareto Alexander
- WMG Pareto Wealth Management
Company details
From the company's Companies House record.
- Company number
- 06582775
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 1 May 2008 (18 years old)
- Registered office
- The Old Schoolhouse, 5-7 Byrom Street, Manchester, M3 4PF, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Life insurance (SIC 65110)
- Life reinsurance (SIC 65201)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| John Michael Stevenson | Director | Mar 1969 | 1 May 2008 |
| Stuart Carswell | Director | Oct 1974 | 1 Oct 2017 |
| Paul Leslie Stones | Director | Apr 1971 | 1 Oct 2017 |
| Darren Edward Hardy-Dearness | Director | Jan 1974 | 9 Oct 2018 |
| Christopher James Romain | Director | Mar 1980 | 23 Mar 2021 |
| Philip Andrew Young | Director | May 1974 | 21 Sep 2022 |
| Andrew Robert Melbourne | Director | Sep 1982 | 15 Aug 2025 |
| Michael Lee Cauter | Director | Apr 1970 | 15 Aug 2025 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Credit Broking
- Debt-counselling
- Making arrangements with a view to transactions in investments
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Names it no longer trades under
This firm has retired 4 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired names
- Pareto-Crest Plus Financial Services
- Pomegranate Financial Planning
- UHY Manchester Financial Planning
- Watson Laurie Financial Services
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