Filing status
- Accounts due
- 30 April 2027
- Last accounts
- 31 July 2025
- Conf. stmt due
- 13 August 2027
- Last conf. stmt
- 30 July 2026
Phoenix Wealth Management Ltd.
- Incorporated
- 29 July 1998 (28 years)
- Previously known as
- Phoenix Temple Wealth Management Ltd (until 28 September 2017)Paul Temple Financial Services Limited (until 6 January 2010)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Micro entity
- Region
- South East
- Address
- Dunraven House Meadow Court41-43 High StWitneyOX28 6ER
Officers 2 active
Officer details are public data from the Companies House register.
British
Born July 1966 (60)
Director · Appointed 13 July 2009
Irish
Born December 1959 (66)
Officer history (7 former)
19 July 2018
13 July 2009
13 July 2009
13 July 2009
Resigned Temple, Paul Alan as Director
13 July 2009
Resigned Temple, Pauline as Secretary
13 April 2005
Resigned Pimm, Michael John as Director
7 August 1998
Appointed Temple, Paul Alan as Director
7 August 1998
7 August 1998
Appointed Temple, Pauline as Secretary
7 August 1998
Appointed Pimm, Michael John as Director
7 August 1998
7 August 1998
7 August 1998
29 July 1998
29 July 1998
29 July 1998
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Limited Company
Reg. no. 6915514
Financials
Balance sheet as at 31 July 2025 · micro entity accounts
- Net Assets
- £23,576
- Employees
- 9
- Debt Ratio
- 92%
- Current Ratio
- 1.3x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £8,024 | £3,566 | £2,616 | £537 | £2 | £903,381 | £954,701 |
| Current Assets | £284,661 | £369,610 | £342,960 | £259,498 | £326,283 | £469,977 | £367,432 |
| Creditors (< 1 year) | £213,391 | £302,086 | £321,438 | £184,605 | £310,416 | £1,304,262 | £1,268,770 |
| Creditors (> 1 year) | £55,718 | ||||||
| Net Current Assets | £71,270 | £67,524 | £21,522 | £74,893 | £15,867 | (£834,285) | (£901,338) |
| Net Assets | £23,576 | £71,090 | £24,138 | £75,430 | £15,869 | £69,096 | £53,363 |
| Shareholder Funds | £23,576 | £71,090 | £24,138 | £75,430 | £15,869 | £69,096 | £53,363 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 August 2026 | Confirmation statement with no updates | 30 July 2026 | ||
| 8 August 2025 | Confirmation statement with no updates | 30 July 2025 | 3 | |
| 30 April 2025 | Micro company accounts | 31 July 2024 | 3 | |
| 8 August 2024 | Confirmation statement with no updates | 30 July 2024 | 3 | |
| 26 April 2024 | Micro company accounts | 31 July 2023 |
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