ltds.uk / companies / 02238458
PHOENIX WEALTH SERVICES LIMITED
10 Brindleyplace, Birmingham, United Kingdom, B1 2JB
ActiveltdINC 1988SIC 64999
Company Information
Registered Address10 Brindleyplace, Birmingham, United Kingdom, B1 2JB
Incorporated31 March 1988
Company Typeltd
Country of OriginUnited Kingdom
SIC Codes
- 64999 — Financial intermediation not elsewhere classified
Accounts & Filings
Accounts Next Due30 September 2027
Accounts Last Filed31 December 2025
Accounts Type31
Confirmation Next Due7 May 2027
Confirmation Last Filed23 April 2026
Financial history Example
2025
£612,000
2024
£548,000
2023
£491,000
2022
£437,000
2021
£402,000
2020
£358,000
Multi-year figures read from filed iXBRL accounts. This company has not filed digital accounts we can read yet - the figures above are an illustrative example.
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Officers Example
| Officer | Role | Appointed | ID check |
|---|---|---|---|
| Ms Sarah Whitfield | Director | 2015-03-11 | Verified |
| Mr David Okoro | Director | 2018-09-02 | Verified |
| Mrs Helen Marsh | Director | 2021-06-30 | Verify due |
| Mr James Fitzgerald | Secretary | 2012-01-18 | - |
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Persons with significant control Example
| Person | Nature of control | Notified | ID check |
|---|---|---|---|
| Ms Sarah Whitfield | Ownership of shares 75%+ | 2016-04-06 | Verified |
| Marsh Holdings Limited | Ownership of shares 25-50% | 2021-06-30 | Corporate |
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Identity verification (ECCTA) Example
Companies House identity verification status for each director and PSC under ECCTA 2023.
| Person | Role | Status |
|---|---|---|
| Ms Sarah Whitfield | Director | Verified |
| Mr David Okoro | Director | Verified |
| Mrs Helen Marsh | Director | Verify due |
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Charges & mortgages Example
| Code | Status | Created | Description |
|---|---|---|---|
| 000000000002 | Outstanding | 2022-11-04 | A registered charge |
| 000000000001 | Fully satisfied | 2016-02-19 | A registered charge |
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Filing history Example
| Date | Type | Description |
|---|---|---|
| 2026-05-01 | CS01 | Confirmation statement made on 2026-05-01 |
| 2025-09-27 | AA | Accounts for a small company made up to 2025-05-31 |
| 2025-06-30 | AP01 | Appointment of a director |
| 2025-01-14 | PSC02 | Notification of a person with significant control |
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Previous Names
- AXA WEALTH SERVICES LIMITED 15 September 2010 to 8 December 2017
- WINTERTHUR PENSION TRUSTEES UK LIMITED 1 May 1995 to 15 September 2010
- PROVIDENT LIFE (PENSION TRUSTEES) LIMITED 25 May 1988 to 1 May 1995
- INTERCEDE 540 LIMITED 31 March 1988 to 25 May 1988
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