PHOENIX WEALTH SERVICES LIMITED - Profile & Financials

Accounts Submitted 30 Apr 2025

Confirmation Statement Submitted 30 Apr 2025

Net assets £18.02M £43.00K 2024 year on year

Total assets £18.99M £355.00K 2024 year on year

Total Liabilities £977.00K £398.00K 2024 year on year

Charges 25

25 satisfied

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Contact & Details

Contact

Update Details

Registered Address

10 Brindleyplace Birmingham B1 2JB United Kingdom

Office (Bristol)

Bristol BS99 1DR

Office (Birmingham)

1 Wythall Green Way, Wythall, Birmingham B47 6WG

Telephone

0345 122 3007

drawdown@phoenixwealth.co.uk

Website

phoenixwealth.co.uk

Credit Report

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Mutual Companies

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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

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

3 active 47 resigned

Show resigned officers

						Status
Colin Andrew Williams	Director	British	United Kingdom	56	1 Oct 2024	Active
Jenny Isobel Holt	Director	British	United Kingdom	48	30 Jun 2025	Active
Pearl Group Secretariat Services Limited	Corporate-secretary	United Kingdom	Unknown	—	1 Nov 2016	Active

Shareholders

Shareholders (1)


Phoenix Wealth Holdings Limited	100.0%	14,000,002	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 SERVICES LIMITED Current Company

ATHENA COURT MANAGEMENT COMPANY LIMITED united kingdom shares 25 to 50 percent

Charges

25 satisfied

Documents

Company Filings

Date	Category	Description	Document
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)
10 Nov 2025	Address	Change Registered Office Address Company With Date Old Address New Address	View(1 page)
16 Oct 2025	Officers	Change to director Mr Colin Andrew Williams on 2025-10-16	View(2 pages)
10 Jul 2025	Officers	Appointment of Mrs Jenny Isobel Holt as director	View(3 pages)