PHOENIX WEALTH SERVICES LIMITED

PHOENIX WEALTH SERVICES LIMITED

  • Overview
  • Summary
  • Purpose
  • Address
  • Previous names
  • Accounts
  • Confirmation Statement
  • Filings
  • Officers
  • Persons with significant controls
  • Data Source
  • Overview

    Company NamePHOENIX WEALTH SERVICES LIMITED
    Company StatusActive
    Legal FormPrivate limited company
    Company Number 02238458
    JurisdictionEngland/Wales
    Date of Creation

    Summary

    Has Super Secure PSCsNo
    Has ChargesNo
    Has Insolvency HistoryNo
    Registered Office is in DisputeNo

    What is the purpose of PHOENIX WEALTH SERVICES LIMITED?

    • Financial intermediation not elsewhere classified (64999) / Financial and insurance activities

    Where is PHOENIX WEALTH SERVICES LIMITED located?

    Registered Office Address
    10 Brindleyplace
    B1 2JB Birmingham
    United Kingdom
    Undeliverable Registered Office AddressNo

    What were the previous names of PHOENIX WEALTH SERVICES LIMITED?

    Previous Company Names
    Company NameFromUntil
    AXA WEALTH SERVICES LIMITEDSep 15, 2010Sep 15, 2010
    WINTERTHUR PENSION TRUSTEES UK LIMITEDMay 01, 1995May 01, 1995
    PROVIDENT LIFE (PENSION TRUSTEES) LIMITEDMay 25, 1988May 25, 1988
    INTERCEDE 540 LIMITEDMar 31, 1988Mar 31, 1988

    What are the latest accounts for PHOENIX WEALTH SERVICES LIMITED?

    OverdueNo
    Next Accounts
    Next Accounts Period End OnDec 31, 2025
    Next Accounts Due OnSep 30, 2026
    Last Accounts
    Last Accounts Made Up ToDec 31, 2024

    What is the status of the latest confirmation statement for PHOENIX WEALTH SERVICES LIMITED?

    Last Confirmation Statement Made Up ToApr 23, 2026
    Next Confirmation Statement DueMay 07, 2026
    Last Confirmation Statement
    Next Confirmation Statement Made Up ToApr 23, 2025
    OverdueNo

    What are the latest filings for PHOENIX WEALTH SERVICES LIMITED?

    Filings
    DateDescriptionDocumentType

    Satisfaction of charge 403 in full

    1 pagesMR04

    Satisfaction of charge 157 in full

    1 pagesMR04

    Satisfaction of charge 60 in full

    1 pagesMR04

    Satisfaction of charge 154 in full

    1 pagesMR04

    Change of details for Phoenix Wealth Holdings Limited as a person with significant control on Nov 10, 2025

    2 pagesPSC05

    Registered office address changed from 1 Wythall Green Way Wythall Birmingham B47 6WG to 10 Brindleyplace Birmingham B1 2JB on Nov 10, 2025

    1 pagesAD01

    Secretary's details changed for Pearl Group Secretariat Services Limited on Nov 10, 2025

    1 pagesCH04

    Director's details changed for Mr Colin Andrew Williams on Oct 16, 2025

    2 pagesCH01

    Second filing for the appointment of Mrs Jenny Isobel Holt as a director

    3 pagesRP04AP01

    Termination of appointment of David Nicholas Woollett as a director on Jun 30, 2025

    1 pagesTM01

    Appointment of Mrs Jenny Isobel Holt as a director on May 28, 2025

    3 pagesAP01
    Annotations
    DateAnnotation
    Jul 10, 2025Clarification A second filed AP01 was registered on 10/07/2025

    Accounts for a small company made up to Dec 31, 2024

    23 pagesAA

    Confirmation statement made on Apr 23, 2025 with no updates

    3 pagesCS01

    Satisfaction of charge 427 in full

    4 pagesMR04

    Appointment of Mr Colin Williams as a director on Oct 01, 2024

    2 pagesAP01

    Termination of appointment of Brid Mary Meaney as a director on Sep 30, 2024

    1 pagesTM01

    Full accounts made up to Dec 31, 2023

    20 pagesAA

    Confirmation statement made on Apr 23, 2024 with no updates

    3 pagesCS01

    Full accounts made up to Dec 31, 2022

    21 pagesAA

    Confirmation statement made on Apr 23, 2023 with no updates

    3 pagesCS01

    Satisfaction of charge 424 in full

    4 pagesMR04

    Full accounts made up to Dec 31, 2021

    22 pagesAA

    Appointment of Mrs Brid Mary Meaney as a director on Oct 01, 2022

    2 pagesAP01

    Termination of appointment of Andrew Moss as a director on Oct 01, 2022

    1 pagesTM01

    Confirmation statement made on Apr 23, 2022 with no updates

    3 pagesCS01

    Who are the officers of PHOENIX WEALTH SERVICES LIMITED?

    Officers
    NameAppointed OnResigned OnRoleAddressCompany IdentificationCountry of ResidenceNationalityDate of BirthOccupationNumber
    PEARL GROUP SECRETARIAT SERVICES LIMITED
    Brindleyplace
    B1 2JB Birmingham
    10
    United Kingdom
    Secretary
    Brindleyplace
    B1 2JB Birmingham
    10
    United Kingdom
    Identification TypeUK Limited Company
    Registration Number3588041
    146249030001
    HOLT, Jenny Isobel
    Brindleyplace
    B1 2JB Birmingham
    10
    United Kingdom
    Director
    Brindleyplace
    B1 2JB Birmingham
    10
    United Kingdom
    ScotlandBritish250567000001
    WILLIAMS, Colin Andrew
    Brindleyplace
    B1 2JB Birmingham
    10
    United Kingdom
    Director
    Brindleyplace
    B1 2JB Birmingham
    10
    United Kingdom
    United KingdomBritish311423680001
    BASARAN, Sandra Judith
    Silveroaks 101 Copsewood Way
    HA6 2TU Northwood
    Middlesex
    Secretary
    Silveroaks 101 Copsewood Way
    HA6 2TU Northwood
    Middlesex
    British150997870001
    BOUTLE, Geoffrey John
    3 Westbrook Close
    Oakley
    RG23 7HW Basingstoke
    Hampshire
    Secretary
    3 Westbrook Close
    Oakley
    RG23 7HW Basingstoke
    Hampshire
    British31409860001
    CANTLE, Neil Jonathan
    11 Birches Crest
    Hatch Warren
    RG22 4RP Basingstoke
    Hampshire
    Secretary
    11 Birches Crest
    Hatch Warren
    RG22 4RP Basingstoke
    Hampshire
    British66902800002
    CANTLE, Neil Jonathan
    11 Birches Crest
    Hatch Warren
    RG22 4RP Basingstoke
    Hampshire
    Secretary
    11 Birches Crest
    Hatch Warren
    RG22 4RP Basingstoke
    Hampshire
    British66902800002
    LOCKWOOD, Kevin Ashley
    2 Paddocks Close
    KT21 2RA Ashstead
    Surrey
    Secretary
    2 Paddocks Close
    KT21 2RA Ashstead
    Surrey
    British75155040003
    SMALL, Jeremy Peter
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    Secretary
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    British67168210001
    ALLEN, Michael Derek
    Manor Cottage
    Kings Somborne Road, Braishfield
    SO51 0QS Romsey
    Hampshire
    Director
    Manor Cottage
    Kings Somborne Road, Braishfield
    SO51 0QS Romsey
    Hampshire
    United KingdomBritish65347010001
    BASARAN, Sandra Judith
    Silveroaks 101 Copsewood Way
    HA6 2TU Northwood
    Middlesex
    Director
    Silveroaks 101 Copsewood Way
    HA6 2TU Northwood
    Middlesex
    United KingdomBritish150997870001
    BATCHELOR, Dawn Michelle
    Rose Cottage
    20 Folly Hill
    GU9 0BD Farnham
    Surrey
    Director
    Rose Cottage
    20 Folly Hill
    GU9 0BD Farnham
    Surrey
    United KingdomBritish87525680001
    BROWN, David Mark
    Costa Porsche
    The Drive
    RH14 0TD Ifold
    West Sussex
    Director
    Costa Porsche
    The Drive
    RH14 0TD Ifold
    West Sussex
    British85273980001
    BUDD, Gerald Victor Albert
    Medlars
    Cleardown
    GU22 7HH Woking
    Surrey
    Director
    Medlars
    Cleardown
    GU22 7HH Woking
    Surrey
    EnglandBritish27592680003
    CANTLE, Neil Jonathan
    11 Birches Crest
    Hatch Warren
    RG22 4RP Basingstoke
    Hampshire
    Director
    11 Birches Crest
    Hatch Warren
    RG22 4RP Basingstoke
    Hampshire
    British66902800002
    CHEESEMAN, David Richard
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    Director
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    EnglandBritish132416500001
    CHEESEMAN, David Richard
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    Director
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    EnglandBritish132416500001
    CUNLIFFE, John Malcolm
    Coombe Cottage
    Spring Hill Fordcombe
    TN3 0SB Tunbridge Wells
    Kent
    Director
    Coombe Cottage
    Spring Hill Fordcombe
    TN3 0SB Tunbridge Wells
    Kent
    UkBritish4582810001
    DOOLEY, Matthew James
    The Tollhouse Reading Road
    Chineham
    RG24 8LP Basingstoke
    Hampshire
    Director
    The Tollhouse Reading Road
    Chineham
    RG24 8LP Basingstoke
    Hampshire
    British35184250001
    ELPHICK, Nicolas John
    Old Broad Street
    EC2N 1AD London
    5
    Director
    Old Broad Street
    EC2N 1AD London
    5
    EnglandBritish138042920001
    ELPHICK, Nicolas John
    Tyfield
    Sherborne St. John
    RG24 9HZ Basingstoke
    Sunnylea 22
    Hampshire
    Director
    Tyfield
    Sherborne St. John
    RG24 9HZ Basingstoke
    Sunnylea 22
    Hampshire
    EnglandBritish138042920001
    EVANS, Paul James
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    Director
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    EnglandBritish283554310001
    EVANS, Paul James
    5 Old Broad Street
    London
    EC2N 1AD
    Director
    5 Old Broad Street
    London
    EC2N 1AD
    EnglandBritish283554310001
    FINAN, John Charles
    Isomer Cottage
    The Warren, Caversham
    RG4 7TQ Reading
    Berkshire
    Director
    Isomer Cottage
    The Warren, Caversham
    RG4 7TQ Reading
    Berkshire
    EnglandIrish7389820001
    GIBBS, Keith George
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    Director
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    EnglandBritish56358480002
    HALLIGAN, Raymond Arthur
    8 The Baredown
    Nately Scures
    RG27 9JT Hook
    Hampshire
    Director
    8 The Baredown
    Nately Scures
    RG27 9JT Hook
    Hampshire
    British50475030001
    HARE, James Mcdonald Buchanan
    6 Parkway
    Edgcumbe Park
    RG45 6EN Crowthorne
    Berkshire
    Director
    6 Parkway
    Edgcumbe Park
    RG45 6EN Crowthorne
    Berkshire
    United KingdomBritish78266150001
    HAZELL, Peter Frank
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    Director
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    EnglandBritish76176480001
    ISHERWOOD, Kristina Maria
    4 The Ridgeway
    GU1 2DG Guildford
    Surrey
    Director
    4 The Ridgeway
    GU1 2DG Guildford
    Surrey
    EnglandBritish94065860002
    J'AFARI PAK, Lindsay Clare
    Old Broad Street
    EC2N 1AD London
    5
    Director
    Old Broad Street
    EC2N 1AD London
    5
    UkBritish147651430001
    KELLARD, Michael John
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    Director
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    United KingdomBritish84234750003
    KENNEDY, Annmarie
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    West Midlands
    United Kingdom
    Director
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    West Midlands
    United Kingdom
    United KingdomBritish175060850002
    LAMBLE, Dean
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    West Midlands
    United Kingdom
    Director
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    West Midlands
    United Kingdom
    United KingdomBritish219137320001
    MCINNES, Susan Davidson
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    Director
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    ScotlandBritish146357050002
    MEANEY, Brid Mary
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    England And Wales
    United Kingdom
    Director
    Wythall Green Way
    Wythall
    B47 6WG Birmingham
    1
    England And Wales
    United Kingdom
    EnglandIrish282133260001

    Who are the persons with significant control of PHOENIX WEALTH SERVICES LIMITED?

    Persons with significant controls
    NameNotified OnAddressCeased
    Brindleyplace
    B1 2JB Birmingham
    10
    United Kingdom
    Apr 06, 2016
    Brindleyplace
    B1 2JB Birmingham
    10
    United Kingdom
    No
    Legal FormLimited By Shares
    Country RegisteredEngland And Wales
    Legal AuthorityUnited Kingdom (England And Wales)
    Place RegisteredCompanies House
    Registration Number3223752
    Natures of Control
    • The person holds, directly or indirectly, more than 75% of the shares in the company.
    • The person holds, directly or indirectly, more than 75% of the voting rights in the company.
    • The person holds the right, directly or indirectly, to appoint or remove a majority of the board of directors of the company.

    Data Source

    • UK Companies House
      The official register of companies in the UK, providing public access to company information such as names, addresses, directors, and financial filings.
    • license: CC0