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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, West Midlands. 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 (8 months ago)
Next confirmation dated 23 April 2026
Due by 7 May 2026 (4 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (8 months remaining)
Learn more about Phoenix Wealth Trustee Services Limited
Contact
Address
10 Brindleyplace
Birmingham
B1 2JB
United Kingdom
Address changed on 10 Nov 2025 (1 month ago)
Previous address was 1 Wythall Green Way Wythall Birmingham B47 6WG
Telephone
Unreported
Email
Unreported
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People
Officers
3
Shareholders
1
Controllers (PSC)
1
Jenny Isobel Holt
Director • British • Lives in UK • Born in Jun 1977
Victoria Flenk
Director • British • Lives in UK • Born in Sep 1984
Phoenix Wealth Holdings Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Phoenix Wealth Services Limited
Pearl Group Secretariat Services Limited and Jenny Isobel Holt are mutual people.
Active
PGH Ca Limited
Pearl Group Secretariat Services Limited and Victoria Flenk are mutual people.
Active
Pearl Customer Care Limited
Pearl Group Secretariat Services Limited and Jenny Isobel Holt are mutual people.
Active
Standard Life Trustee Company Limited
Pearl Group Secretariat Services Limited and Jenny Isobel Holt are mutual people.
Active
Phoenix Life Assurance Limited
Pearl Group Secretariat Services Limited is a mutual person.
Active
The London Life Association Limited
Pearl Group Secretariat Services Limited is a mutual person.
Active
Phoenix SL Direct Limited
Pearl Group Secretariat Services Limited is a mutual person.
Active
Barnwood Properties Limited
Pearl Group Secretariat Services Limited is a mutual person.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£5.46K
Decreased by £17 (-0%)
Turnover
£65
Increased by £65 (%)
Employees
Unreported
Same as previous period
Total Assets
£5.5K
Increased by £23 (0%)
Total Liabilities
-£6
Increased by £6 (%)
Net Assets
£5.49K
Increased by £17 (0%)
Debt Ratio (%)
0%
Increased by 0.11% (%)
See 10 Year Full Financials
Latest Activity
Charge Satisfied
1 Month Ago on 19 Nov 2025
Phoenix Wealth Holdings Limited (PSC) Details Changed
1 Month Ago on 10 Nov 2025
Pearl Group Secretariat Services Limited Details Changed
1 Month Ago on 10 Nov 2025
Registered Address Changed
1 Month Ago on 10 Nov 2025
Full Accounts Submitted
3 Months Ago on 1 Oct 2025
Charge Satisfied
8 Months Ago on 1 May 2025
Charge Satisfied
8 Months Ago on 1 May 2025
Confirmation Submitted
8 Months Ago on 30 Apr 2025
Mrs Victoria Flenk Appointed
9 Months Ago on 1 Apr 2025
Frances Clare Maclachlan Resigned
9 Months Ago on 31 Mar 2025
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Get Credit Report
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Documents
Satisfaction of charge 021553600025 in full
Submitted on 19 Nov 2025
Change of details for Phoenix Wealth Holdings Limited as a person with significant control on 10 November 2025
Submitted on 10 Nov 2025
Secretary's details changed for Pearl Group Secretariat Services Limited on 10 November 2025
Submitted on 10 Nov 2025
Registered office address changed from 1 Wythall Green Way Wythall Birmingham B47 6WG to 10 Brindleyplace Birmingham B1 2JB on 10 November 2025
Submitted on 10 Nov 2025
Full accounts made up to 31 December 2024
Submitted on 1 Oct 2025
Satisfaction of charge 021553600003 in full
Submitted on 1 May 2025
Satisfaction of charge 021553600031 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
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Repayment History
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