Key facts
- Notable investors include K3 Advisory Group.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Pareto Financial Planning
- ·The full record, as it builds
Funding rounds
No funding rounds for Pareto Financial Planning are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Pareto Financial Planning
Provider of financial advisory services intended for individuals. The company caters to individuals' current situation and appetite for risk and advises them tailored to their circumstances and objectives, ensuring they work towards targeted growth, right through to retirement, and taking income.
- Sector
- Financial Services
- HQ
- Manchester, United Kingdom
- Founded
- 2008
- Employees
- 67
- Website
- paretofp.co.uk/
- Ownership
- Privately Held (backing)
Pareto Financial Planning doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Pareto Financial Planning shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Pareto Financial Planning in its N-PORT filings yet. We sweep new filings monthly.