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Home > England & Wales Companies > PHOENIX WEALTH MANAGEMENT LTD.
Company Information for

PHOENIX WEALTH MANAGEMENT LTD.

DUNRAVEN HOUSE MEADOW COURT, 41-43 HIGH ST, WITNEY, OXFORDSHIRE, OX28 6ER,
Company Registration Number
03605826
Private Limited Company
Active

Company Overview

About Phoenix Wealth Management Ltd.
PHOENIX WEALTH MANAGEMENT LTD. was founded on 1998-07-29 and has its registered office in Witney. The organisation's status is listed as "Active". Phoenix Wealth Management Ltd. is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as MICRO ENTITY
Key Data
Company Name
PHOENIX WEALTH MANAGEMENT LTD.
 
Legal Registered Office
DUNRAVEN HOUSE MEADOW COURT
41-43 HIGH ST
WITNEY
OXFORDSHIRE
OX28 6ER
Other companies in OX28
 
Previous Names
PHOENIX TEMPLE WEALTH MANAGEMENT LTD28/09/2017
PAUL TEMPLE FINANCIAL SERVICES LIMITED06/01/2010
Filing Information
Company Number 03605826
Company ID Number 03605826
Date formed 1998-07-29
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/07/2022
Account next due 30/04/2024
Latest return 20/07/2015
Return next due 17/08/2016
Type of accounts MICRO ENTITY
Last Datalog update: 2023-08-06 09:33:36
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for PHOENIX WEALTH MANAGEMENT LTD.
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Companies with same name PHOENIX WEALTH MANAGEMENT LTD.
The following companies were found which have the same name as PHOENIX WEALTH MANAGEMENT LTD.. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
PHOENIX WEALTH MANAGEMENT, LLC 18 HERVEY ST. Richmond STATEN ISLAND NY 10309 Active Company formed on the 2009-05-26
PHOENIX WEALTH MANAGEMENT INC. #250 237 8 AVENUE SE CALGARY ALBERTA T2G 5C3 Dissolved Company formed on the 2010-02-08
PHOENIX WEALTH MANAGEMENT HEALTH SERVICES INC. #250 237 8 AVENUE SE CALGARY ALBERTA T2G 5C3 Dissolved Company formed on the 2011-07-07
PHOENIX WEALTH MANAGEMENT INDIA PRIVATE LIMITED 601 Solitaire Apartment Dixit cross road 2 near ashish nursing home vile parle east mumbai Maharashtra 400057 ACTIVE Company formed on the 2012-11-08
PHOENIX WEALTH MANAGEMENT PTY LIMITED NSW 2000 Active Company formed on the 2007-07-04
PHOENIX WEALTH MANAGEMENT, LLC 11294 US Highway 301 Oxford FL 34484 Inactive Company formed on the 2010-10-05
PHOENIX WEALTH MANAGEMENT LLC Delaware Unknown
Phoenix Wealth Management LLC Indiana Unknown
Phoenix Wealth Management Pty Limited Unknown Company formed on the 2019-03-01

Company Officers of PHOENIX WEALTH MANAGEMENT LTD.

Current Directors
Officer Role Date Appointed
BRENDAN O'CIOBHAIN
 Director 2009-07-13
ANDREW DAVID SHAW
 Director 2018-07-19
Previous Officers
Officer Role Date Appointed Date Resigned
PAULINE TEMPLE
 Company Secretary 1998-08-07 2009-07-13
CHRISTOPHER ADRIAN SLATTER
 Director 1998-08-07 2009-07-13
PAUL ALAN TEMPLE
 Director 1998-08-07 2009-07-13
MICHAEL JOHN PIMM
 Director 1998-08-07 2005-04-13
COMBINED SECRETARIAL SERVICES LIMITED
 Nominated Secretary 1998-07-29 1998-08-07
COMBINED NOMINEES LIMITED
 Nominated Director 1998-07-29 1998-08-07
COMBINED SECRETARIAL SERVICES LIMITED
 Nominated Director 1998-07-29 1998-08-07

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
BRENDAN O'CIOBHAIN FIFTEEN YEARS LTD Director 2010-02-24 CURRENT 2010-02-24 Active
BRENDAN O'CIOBHAIN FIREBIRD INVESTMENTS LTD Director 2009-05-26 CURRENT 2009-05-26 Active
BRENDAN O'CIOBHAIN PHOENIX FINANCIAL MARKETING LTD Director 2003-10-28 CURRENT 2003-08-01 Dissolved 2016-01-05

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2023-08-04CONFIRMATION STATEMENT MADE ON 30/07/23, WITH NO UPDATES
2023-04-21MICRO ENTITY ACCOUNTS MADE UP TO 31/07/22
2022-08-05CS01CONFIRMATION STATEMENT MADE ON 30/07/22, WITH NO UPDATES
2022-04-21AAMICRO ENTITY ACCOUNTS MADE UP TO 31/07/21
2021-03-26AAMICRO ENTITY ACCOUNTS MADE UP TO 31/07/20
2020-07-30CS01CONFIRMATION STATEMENT MADE ON 30/07/20, WITH NO UPDATES
2020-07-24CS01CONFIRMATION STATEMENT MADE ON 20/07/20, WITH NO UPDATES
2020-04-22AAMICRO ENTITY ACCOUNTS MADE UP TO 31/07/19
2020-02-03CH01Director's details changed for Mr Brendan O'ciobhain on 2020-02-03
2019-09-05CS01CONFIRMATION STATEMENT MADE ON 20/07/19, WITH NO UPDATES
2019-04-30AAMICRO ENTITY ACCOUNTS MADE UP TO 31/07/18
2018-08-02CS01CONFIRMATION STATEMENT MADE ON 20/07/18, WITH NO UPDATES
2018-07-19AP01DIRECTOR APPOINTED MR ANDREW DAVID SHAW
2018-04-27AAMICRO ENTITY ACCOUNTS MADE UP TO 31/07/17
2017-09-28RES15CHANGE OF COMPANY NAME 28/09/17
2017-09-28CERTNMCOMPANY NAME CHANGED PHOENIX TEMPLE WEALTH MANAGEMENT LTD CERTIFICATE ISSUED ON 28/09/17
2017-07-21CS01CONFIRMATION STATEMENT MADE ON 20/07/17, WITH NO UPDATES
2017-04-28AA31/07/16 ACCOUNTS TOTAL EXEMPTION SMALL
2016-09-15LATEST SOC15/09/16 STATEMENT OF CAPITAL;GBP 10000
2016-09-15CS01CONFIRMATION STATEMENT MADE ON 20/07/16, WITH UPDATES
2016-04-29AA31/07/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-07-29LATEST SOC29/07/15 STATEMENT OF CAPITAL;GBP 10000
2015-07-29AR0120/07/15 ANNUAL RETURN FULL LIST
2015-04-29AA31/07/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-08-14LATEST SOC14/08/14 STATEMENT OF CAPITAL;GBP 10000
2014-08-14AR0120/07/14 ANNUAL RETURN FULL LIST
2014-04-30AA31/07/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-07-30AR0120/07/13 ANNUAL RETURN FULL LIST
2013-04-26AA31/07/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-07-31AR0120/07/12 ANNUAL RETURN FULL LIST
2012-04-27AA31/07/11 ACCOUNTS TOTAL EXEMPTION SMALL
2011-08-25AR0120/07/11 ANNUAL RETURN FULL LIST
2011-04-28AA31/07/10 ACCOUNTS TOTAL EXEMPTION SMALL
2010-09-28AA31/07/09 ACCOUNTS TOTAL EXEMPTION SMALL
2010-08-25AA01Current accounting period shortened from 31/12/09 TO 31/07/09
2010-07-30AR0120/07/10 ANNUAL RETURN FULL LIST
2010-01-11AD01REGISTERED OFFICE CHANGED ON 11/01/10 FROM 4 Meadow Court 41-43 High Street Witney Oxfordshire OX28 6RN
2010-01-06RES15CHANGE OF NAME 23/12/2009
2010-01-06CERTNMCompany name changed paul temple financial services LIMITED\certificate issued on 06/01/10
2010-01-06CONNOTNOTICE OF CHANGE OF NAME NM01 - RESOLUTION
2009-12-24RES15CHANGE OF NAME 14/12/2009
2009-10-30AA31/12/08 TOTAL EXEMPTION SMALL
2009-08-21363aRETURN MADE UP TO 20/07/09; FULL LIST OF MEMBERS
2009-07-20288bAPPOINTMENT TERMINATED DIRECTOR CHRISTOPHER SLATTER
2009-07-20288bAPPOINTMENT TERMINATED DIRECTOR PAUL TEMPLE
2009-07-20288bAPPOINTMENT TERMINATED SECRETARY PAULINE TEMPLE
2009-07-20288aDIRECTOR APPOINTED BRENDAN O'CIOBHAIN
2009-07-17MISCFORM 169 10,000 X £1 REDUCTION OF ISSED CAP ON 04/04/2006
2008-11-01AA31/12/07 TOTAL EXEMPTION SMALL
2008-09-12363aRETURN MADE UP TO 20/07/08; FULL LIST OF MEMBERS
2007-07-20363aRETURN MADE UP TO 20/07/07; FULL LIST OF MEMBERS
2007-07-06AATOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/12/06
2007-05-01225ACC. REF. DATE EXTENDED FROM 31/08/06 TO 31/12/06
2006-08-15363aRETURN MADE UP TO 20/07/06; FULL LIST OF MEMBERS
2006-07-04AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/08/05
2005-07-25288bDIRECTOR RESIGNED
2005-07-20363(353)LOCATION OF REGISTER OF MEMBERS ADDRESS CHANGED
2005-07-20363sRETURN MADE UP TO 20/07/05; FULL LIST OF MEMBERS
2005-01-05AAFULL ACCOUNTS MADE UP TO 31/08/04
2004-07-21363sRETURN MADE UP TO 29/07/04; FULL LIST OF MEMBERS
2004-06-07AAFULL ACCOUNTS MADE UP TO 31/08/03
2004-05-24128(3)STATEMENT OF RIGHTS VARIATION ATTACHED TO SHARES
2004-01-2788(2)RAD 30/11/03--------- £ SI 10000@1=10000 £ IC 10000/20000
2003-07-31363(288)DIRECTOR'S PARTICULARS CHANGED
2003-07-31363sRETURN MADE UP TO 29/07/03; FULL LIST OF MEMBERS
2003-06-26AAFULL ACCOUNTS MADE UP TO 31/08/02
2002-07-25363(287)REGISTERED OFFICE CHANGED ON 25/07/02
2002-07-25363sRETURN MADE UP TO 29/07/02; FULL LIST OF MEMBERS
2002-07-04AAFULL ACCOUNTS MADE UP TO 31/08/01
2001-08-08363(287)REGISTERED OFFICE CHANGED ON 08/08/01
2001-08-08363sRETURN MADE UP TO 29/07/01; FULL LIST OF MEMBERS
2001-06-25AAFULL ACCOUNTS MADE UP TO 31/08/00
2000-08-31363(288)SECRETARY'S PARTICULARS CHANGED;DIRECTOR'S PARTICULARS CHANGED
2000-08-31363sRETURN MADE UP TO 29/07/00; FULL LIST OF MEMBERS
2000-06-01AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/08/99
1999-09-07225ACC. REF. DATE EXTENDED FROM 31/07/99 TO 31/08/99
1999-09-0288(2)RAD 10/08/99--------- £ SI 9000@1=9000 £ IC 1000/10000
1999-08-24123£ NC 1000/100000 10/08/99
1999-08-2388(2)RAD 04/08/99--------- £ SI 998@1=998 £ IC 2/1000
1999-08-17363sRETURN MADE UP TO 29/07/99; FULL LIST OF MEMBERS
1998-08-12287REGISTERED OFFICE CHANGED ON 12/08/98 FROM: CRWYS HOUSE 33 CRWYS ROAD CARDIFF SOUTH GLAMORGAN CF2 4YF
1998-08-12288aNEW DIRECTOR APPOINTED
1998-08-12288bDIRECTOR RESIGNED
1998-08-12288bSECRETARY RESIGNED;DIRECTOR RESIGNED
1998-08-12288aNEW SECRETARY APPOINTED
1998-08-12288aNEW DIRECTOR APPOINTED
1998-08-12288aNEW DIRECTOR APPOINTED
1998-07-29NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64999 - Financial intermediation not elsewhere classified




Licences & Regulatory approval
We could not find any licences issued to PHOENIX WEALTH MANAGEMENT LTD. or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against PHOENIX WEALTH MANAGEMENT LTD.
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
PHOENIX WEALTH MANAGEMENT LTD. does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges1.5099
MortgagesNumMortOutstanding0.9593
MortgagesNumMortPartSatisfied0.007
MortgagesNumMortSatisfied0.5496

This shows the max and average number of mortgages for companies with the same SIC code of 64999 - Financial intermediation not elsewhere classified

Creditors
Creditors Due Within One Year 2012-08-01 £ 49,778
Creditors Due Within One Year 2011-08-01 £ 117,897

Creditors and other liabilities

Filed Financial Reports
Annual Accounts
2012-07-31
Annual Accounts
2013-07-31
Annual Accounts
2014-07-31
Annual Accounts
2015-07-31
Annual Accounts
2016-07-31
Annual Accounts
2017-07-31
Annual Accounts
2018-07-31
Annual Accounts
2019-07-31
Annual Accounts
2020-07-31
Annual Accounts
2021-07-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on PHOENIX WEALTH MANAGEMENT LTD.

Financial Assets
Balance Sheet
Called Up Share Capital 2012-08-01 £ 10,000
Called Up Share Capital 2011-08-01 £ 10,000
Cash Bank In Hand 2012-08-01 £ 14,879
Cash Bank In Hand 2011-08-01 £ 21,006
Current Assets 2012-08-01 £ 62,443
Current Assets 2011-08-01 £ 109,088
Debtors 2012-08-01 £ 47,564
Debtors 2011-08-01 £ 88,082
Fixed Assets 2012-08-01 £ 12,473
Fixed Assets 2011-08-01 £ 19,029
Shareholder Funds 2012-08-01 £ 25,138
Shareholder Funds 2011-08-01 £ 10,220
Tangible Fixed Assets 2012-08-01 £ 3,410
Tangible Fixed Assets 2011-08-01 £ 9,216

Debtors and other cash assets

Intangible Assets
Patents
We have not found any records of PHOENIX WEALTH MANAGEMENT LTD. registering or being granted any patents
Domain Names

PHOENIX WEALTH MANAGEMENT LTD. owns 1 domain names.

paultemple.co.uk  

Trademarks
We have not found any records of PHOENIX WEALTH MANAGEMENT LTD. registering or being granted any trademarks
Income
Government Income
We have not found government income sources for PHOENIX WEALTH MANAGEMENT LTD.. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (64999 - Financial intermediation not elsewhere classified) as PHOENIX WEALTH MANAGEMENT LTD. are:

ABBEY NATIONAL INVESTMENTS HOLDINGS LIMITED £ 5,053,043
ABRDN FUND MANAGERS LIMITED £ 3,017,531
PICTET ASSET MANAGEMENT LIMITED £ 647,110
DORSET HOUSE LTD £ 572,427
ALLPAY LIMITED £ 461,876
ARLINGCLOSE LIMITED £ 227,102
FIL PENSIONS MANAGEMENT £ 105,751
ASSET ADVANTAGE GROUP LIMITED £ 92,418
CLOSE INVOICE FINANCE LIMITED £ 61,134
3C PAYMENT UK LTD £ 37,584
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
Outgoings
Business Rates/Property Tax
No properties were found where PHOENIX WEALTH MANAGEMENT LTD. is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded PHOENIX WEALTH MANAGEMENT LTD. any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded PHOENIX WEALTH MANAGEMENT LTD. any grants or awards.
Ownership
    We could not find any group structure information
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    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
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    Other companies at postcode OX28 6ER