Phoenix Wealth Management Ltd.
Company Profile
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SmallPhoenix Wealth Management Ltd.
03605826•Private Limited With Share Capital
Dunraven House Meadow Court, 41-43 High St, Witney, OX286ER
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Incorporated
29/07/1998
Company Age
27 years
Directors
2
Employees
10
SIC Code
64999
Risk
low risk
Company Overview
Registration, classification & business activity
Phoenix Wealth Management Ltd. (03605826) is a private limited with share capital incorporated on 29/07/1998 (27 years old) and registered in witney, OX286ER. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.
Phoenix wealth management is a private client practice founded on the principle of providing a truly bespoke service to individuals for whom excellence is a pre-requisite.we provide a holistic financial planning and wealth management service, developing long-term relationships with our clients and a...
Private Limited With Share Capital
SIC: 64999
Small
Incorporated 29/07/1998
OX286ER
10 employees
Financial Overview
Total Assets
£373.2K
Liabilities
£302.1K
Net Assets
£71.1K
Cash
£0
Key Metrics
10
Employees
2
Directors
1
Shareholders
Filed Documents
84
Document Name
Category
Date
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:08-08-2025
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:30-04-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:08-08-2024
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:26-04-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-08-2023
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:21-04-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:05-08-2022
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:21-04-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:30-07-2021
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:26-03-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:30-07-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:24-07-2020
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:22-04-2020
Change Person Director Company With Change Date
Category:Officers
Date:03-02-2020
Change Person Director Company With Change Date
Category:Officers
Date:03-02-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:05-09-2019
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:30-04-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:02-08-2018
Appoint Person Director Company With Name Date
Category:Officers
Date:19-07-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:27-04-2018
Resolution
Category:Resolution
Date:28-09-2017
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-07-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:28-04-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:15-09-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:29-04-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:29-07-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:29-04-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:14-08-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:30-04-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:30-07-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:26-04-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:31-07-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:27-04-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:25-08-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:28-04-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:28-09-2010
Change Account Reference Date Company Current Shortened
Category:Accounts
Date:25-08-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:30-07-2010
Change Registered Office Address Company With Date Old Address
Category:Address
Date:11-01-2010
Certificate Change Of Name Company
Category:Change Of Name
Date:06-01-2010
Change Of Name Notice
Category:Change Of Name
Date:06-01-2010
Resolution
Category:Resolution
Date:24-12-2009
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:30-10-2009
Legacy
Category:Annual Return
Date:21-08-2009
Legacy
Category:Officers
Date:20-07-2009
Legacy
Category:Officers
Date:20-07-2009
Legacy
Category:Officers
Date:20-07-2009
Legacy
Category:Officers
Date:20-07-2009
Miscellaneous
Category:Miscellaneous
Date:17-07-2009
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:01-11-2008
Legacy
Category:Annual Return
Date:12-09-2008
Legacy
Category:Annual Return
Date:20-07-2007
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:06-07-2007
Legacy
Category:Accounts
Date:01-05-2007
Legacy
Category:Annual Return
Date:15-08-2006
Accounts With Accounts Type Small
Category:Accounts
Date:04-07-2006
Legacy
Category:Officers
Date:25-07-2005
Legacy
Category:Annual Return
Date:20-07-2005
Accounts With Accounts Type Full
Category:Accounts
Date:05-01-2005
Legacy
Category:Annual Return
Date:21-07-2004
Accounts With Accounts Type Full
Category:Accounts
Date:07-06-2004
Legacy
Category:Capital
Date:24-05-2004
Legacy
Category:Capital
Date:27-01-2004
Legacy
Category:Annual Return
Date:31-07-2003
Accounts With Accounts Type Full
Category:Accounts
Date:26-06-2003
Legacy
Category:Annual Return
Date:25-07-2002
Accounts With Accounts Type Full
Category:Accounts
Date:04-07-2002
Legacy
Category:Annual Return
Date:08-08-2001
Accounts With Accounts Type Full
Category:Accounts
Date:25-06-2001
Legacy
Category:Annual Return
Date:31-08-2000
Accounts With Accounts Type Dormant
Category:Accounts
Date:01-06-2000
Legacy
Category:Accounts
Date:07-09-1999
Legacy
Category:Capital
Date:02-09-1999
Legacy
Category:Capital
Date:24-08-1999
Legacy
Category:Capital
Date:23-08-1999
Legacy
Category:Annual Return
Date:17-08-1999
Legacy
Category:Officers
Date:12-08-1998
Legacy
Category:Officers
Date:12-08-1998
Legacy
Category:Officers
Date:12-08-1998
Legacy
Category:Officers
Date:12-08-1998
Legacy
Category:Officers
Date:12-08-1998
Legacy
Category:Officers
Date:12-08-1998
Legacy
Category:Address
Date:12-08-1998
Incorporation Company
Category:Incorporation
Date:29-07-1998
Risk Assessment
low risk
International Score
Future Factor
fair
Performance Rating
Accounts
Typemicro-entity accounts
Due Date30/04/2026
Filing Date30/04/2025
Latest Accounts31/07/2024
Trading Addresses
Dunraven House Meadow Court, 41-43 High St, Witney, Oxfordshire, OX286ERRegistered
Related Companies
4
Contact
01993229900enquiries@phoenix-wm.co.ukinfo@phoenix-wm.co.ukphoenix-wm.co.uk
Dunraven House Meadow Court, 41-43 High St, Witney, OX286ER