PHOENIX WEALTH TRUSTEE SERVICES LIMITED

Accounts Submitted 1 Oct 2025

Confirmation Statement Submitted 30 Apr 2025

Net assets £5.48K £0.00 2023 year on year

Total assets £5.48K £0.00 2023 year on year

Total Liabilities £0.00

Charges 25

17 outstanding 8 satisfied

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Contact & Details

Contact

Update Details

Registered Address

10 Brindleyplace Birmingham B1 2JB United Kingdom

Credit Report

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Mutual Companies

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Financials

Period 1 Jan → 31 Dec 2023

Type Total Exemption Full

Next accounts 31 December 2024

Due by 30 September 2025 9 months

Net Assets, Total Assets & Total Liabilities (2021–2023)

Cash in Bank

£5.48k

Net Assets

£5.48k

Total Liabilities

N/A

Turnover

N/A

Employees

N/A

Debt Ratio

N/A

Financial History

Revenue, profit, EBITDA and key financial figures

	2023 Dec Year End	2022 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

3 active 39 resigned

Show resigned officers

						Status
Jenny Isobel Holt	Director	British	United Kingdom	48	6 Dec 2024	Active
Pearl Group Secretariat Services Limited	Corporate-secretary	United Kingdom	Unknown	—	1 Nov 2016	Active
Victoria Flenk	Director	British	United Kingdom	41	1 Apr 2025	Active

Shareholders

Shareholders (1)


Phoenix Wealth Holdings Limited	100.0%	1,000	Ordinary	25 Apr 2018

Persons with Significant Control

Persons with Significant Control (1)

1 Active

Phoenix Wealth Holdings Limited

United Kingdom

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

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Group Structure

PHOENIX WEALTH HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

PEARL LIFE HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

IMPALA HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

PHOENIX LIFE HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

PHOENIX GROUP HOLDINGS PLC united kingdom

PHOENIX WEALTH TRUSTEE SERVICES LIMITED Current Company

Charges

17 outstanding 8 satisfied

Documents

Company Filings

Date	Category	Description	Document
19 Nov 2025	Mortgage	Mortgage Satisfy Charge Full	View(4 pages)
10 Nov 2025	Address	Change Registered Office Address Company With Date Old Address New Address	View(1 page)
10 Nov 2025	Persons With Significant Control	Change to Phoenix Wealth Holdings Limited as a person with significant control on 2025-11-10	View(2 pages)
10 Nov 2025	Officers	Change Corporate Secretary Company With Change Date	View(1 page)
1 Oct 2025	Accounts	Annual accounts made up to 2024-12-31	View(17 pages)