PHOENIX WEALTH SERVICES LIMITED

Active Birmingham

Financial intermediation not elsewhere classified

0 employees website.com
Financial services Financial intermediation not elsewhere classified
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PHOENIX WEALTH SERVICES LIMITED

Financial intermediation not elsewhere classified

Founded 31 Mar 1988 Active Birmingham, United Kingdom 0 employees website.com
Financial services Financial intermediation not elsewhere classified

Previous Company Names

AXA WEALTH SERVICES LIMITED 15 Sept 2010 — 8 Dec 2017
WINTERTHUR PENSION TRUSTEES UK LIMITED 1 May 1995 — 15 Sept 2010
PROVIDENT LIFE (PENSION TRUSTEES) LIMITED 25 May 1988 — 1 May 1995
INTERCEDE 540 LIMITED 31 Mar 1988 — 25 May 1988
Accounts Due 30 Sept 2026 5 months remaining
Confirmation
Net assets £18M £43K 2024 year on year
Total assets £19M £355K 2024 year on year
Total Liabilities £977K £398K 2024 year on year
Charges 25
25 satisfied

Contact & Details

Contact

Registered Address

10 Brindleyplace Birmingham B1 2JB United Kingdom

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for PHOENIX WEALTH SERVICES LIMITED (02238458), an active financial services company based in Birmingham, United Kingdom. Incorporated 31 Mar 1988. Financial intermediation not elsewhere classified. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (2014–2024)

Cash in Bank

£18.80M

Increased by £332.00k (+2%)

Net Assets

£18.02M

Decreased by £43.00k (-0%)

Total Liabilities

£977.00k

Increased by £398.00k (+69%)

Turnover

£689.00k

Increased by £28.00k (+4%)

Employees

N/A

Debt Ratio

5%

Increased by 2 (+67%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2023
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

0 active 3 resigned
Status

No officers found

No officers found

Shareholders

Shareholders (1)

Phoenix Wealth Holdings Limited
100.0%

Persons with Significant Control

Persons with Significant Control (1)

1 Active
Active
Notified 6 Apr 2016
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Group Structure

Group Structure

PHOENIX WEALTH SERVICES LIMITED Current Company

Charges

Charges

25 satisfied

Properties

Properties

2 freehold 1 leasehold 3 total
AddressTenurePrice PaidDate Added
Parking Spaces, Lancaster Park, Newborough Road, Needwood, Burton-On-Trent EAST STAFFORDSHIRE
Freehold-23 Mar 2011
Unit 8C, Shortwood Court, Shortwood Business Park, Hoyland, Barnsley (S74 9LH) BARNSLEY
Leasehold-5 Jul 2010
land at 1-5 Alder Lane, Parbold (WN8 7NL) WEST LANCASHIRE
Freehold-17 Apr 2009
Parking Spaces, Lancaster Park, Newborough Road, Needwood, Burton-On-Trent
Freehold
Added 23 Mar 2011
District EAST STAFFORDSHIRE
Unit 8C, Shortwood Court, Shortwood Business Park, Hoyland, Barnsley (S74 9LH)
Leasehold
Added 5 Jul 2010
District BARNSLEY
land at 1-5 Alder Lane, Parbold (WN8 7NL)
Freehold
Added 17 Apr 2009
District WEST LANCASHIRE

Documents

Company Filings

DateCategoryDescriptionDocument
7 Apr 2026OfficersAppointment of Angela Margaret Byrne as director on 2026-04-01
31 Mar 2026OfficersTermination of Colin Andrew Williams as director on 2026-03-31
3 Feb 2026MortgageMortgage Satisfy Charge Full
3 Feb 2026MortgageMortgage Satisfy Charge Full
3 Feb 2026MortgageMortgage Satisfy Charge Full
7 Apr 2026 Officers

Appointment of Angela Margaret Byrne as director on 2026-04-01

31 Mar 2026 Officers

Termination of Colin Andrew Williams as director on 2026-03-31

3 Feb 2026 Mortgage

Mortgage Satisfy Charge Full

3 Feb 2026 Mortgage

Mortgage Satisfy Charge Full

3 Feb 2026 Mortgage

Mortgage Satisfy Charge Full

Recent Activity

Latest Activity

Appointment of Angela Margaret Byrne as director on 2026-04-01

1 weeks ago on 7 Apr 2026

Termination of Colin Andrew Williams as director on 2026-03-31

2 weeks ago on 31 Mar 2026

Mortgage Satisfy Charge Full

2 months ago on 3 Feb 2026

Mortgage Satisfy Charge Full

2 months ago on 3 Feb 2026

Mortgage Satisfy Charge Full

2 months ago on 3 Feb 2026