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Phoenix Wealth Trustee Services Limited

Phoenix Wealth Trustee Services Limited is an active company incorporated on 18 August 1987 with the registered office located in Birmingham, Worcestershire. Phoenix Wealth Trustee Services Limited was registered 38 years ago.
Status
Active
Active since incorporation
Company No
02155360
Private limited company
Age
38 years
Incorporated 18 August 1987
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 23 April 2025 (4 months ago)
Next confirmation dated 23 April 2026
Due by 7 May 2026 (8 months remaining)
Last change occurred 6 years ago
Accounts
Due Soon
For period 1 Jan ⟶ 31 Dec 2023 (12 months)
Accounts type is Small
Next accounts for period 31 December 2024
Due by 30 September 2025 (22 days remaining)
Learn more about Phoenix Wealth Trustee Services Limited
Contact
Address
1 Wythall Green Way
Wythall
Birmingham
B47 6WG
Same address for the past 8 years
Telephone
Unreported
Email
Unreported
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People
Officers
5
Shareholders
1
Controllers (PSC)
1
Frances Clare Maclachlan
Director • Chief Financial Officer • British • Lives in UK • Born in Jul 1970
Brid Mary Meaney
Director • Finance Director • Irish • Lives in England • Born in Jul 1974
Victoria Flenk
Director • British • Lives in UK • Born in Sep 1984
Jenny Isobel Holt
Director • British • Lives in UK • Born in Jun 1977
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Shareholders, PSCs & Group Structure
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Mutual Companies
Phoenix Wealth Services Limited
Jenny Isobel Holt, Pearl Group Secretariat Services Limited, and 1 more are mutual people.
Active
PGH Ca Limited
Frances Clare Maclachlan, Victoria Flenk, and 1 more are mutual people.
Active
Phoenix Life Assurance Limited
Pearl Group Secretariat Services Limited and Brid Mary Meaney are mutual people.
Active
The London Life Association Limited
Brid Mary Meaney and Pearl Group Secretariat Services Limited are mutual people.
Active
Barnwood Properties Limited
Frances Clare Maclachlan and Pearl Group Secretariat Services Limited are mutual people.
Active
Abbey Life Assurance Company Limited
Pearl Group Secretariat Services Limited and Brid Mary Meaney are mutual people.
Active
London Life Trustees Limited
Pearl Group Secretariat Services Limited and Brid Mary Meaney are mutual people.
Active
Standard Life Limited
Pearl Group Secretariat Services Limited and Brid Mary Meaney are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec ⟶ 31 Dec 2023
Traded for 12 months
Cash in Bank
£5.48K
Same as previous period
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£5.48K
Same as previous period
Total Liabilities
£0
Same as previous period
Net Assets
£5.48K
Same as previous period
Debt Ratio (%)
0%
Same as previous period
See 10 Year Full Financials
Latest Activity
Charge Satisfied
4 Months Ago on 1 May 2025
Charge Satisfied
4 Months Ago on 1 May 2025
Confirmation Submitted
4 Months Ago on 30 Apr 2025
Mrs Victoria Flenk Appointed
5 Months Ago on 1 Apr 2025
Frances Clare Maclachlan Resigned
5 Months Ago on 31 Mar 2025
Mrs Jenny Isobel Holt Appointed
9 Months Ago on 6 Dec 2024
Brid Mary Meaney Resigned
9 Months Ago on 6 Dec 2024
Small Accounts Submitted
11 Months Ago on 18 Sep 2024
Charge Satisfied
1 Year 3 Months Ago on 20 May 2024
Confirmation Submitted
1 Year 4 Months Ago on 3 May 2024
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Get Credit Report
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Documents
Satisfaction of charge 021553600031 in full
Submitted on 1 May 2025
Satisfaction of charge 021553600003 in full
Submitted on 1 May 2025
Confirmation statement made on 23 April 2025 with no updates
Submitted on 30 Apr 2025
Appointment of Mrs Victoria Flenk as a director on 1 April 2025
Submitted on 1 Apr 2025
Termination of appointment of Frances Clare Maclachlan as a director on 31 March 2025
Submitted on 31 Mar 2025
Appointment of Mrs Jenny Isobel Holt as a director on 6 December 2024
Submitted on 6 Dec 2024
Termination of appointment of Brid Mary Meaney as a director on 6 December 2024
Submitted on 6 Dec 2024
Accounts for a small company made up to 31 December 2023
Submitted on 18 Sep 2024
Satisfaction of charge 021553600030 in full
Submitted on 20 May 2024
Confirmation statement made on 23 April 2024 with no updates
Submitted on 3 May 2024
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Repayment History
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