Phoenix Wealth Holdings Limited
Phoenix Wealth Holdings Limited
Trading as: Phoenix Wealth
#03223752 • Active
B2cServices
Phoenix Wealth is a financial services provider that focuses on helping clients manage their wealth effectively. As part of the Phoenix Group, they offer a range of investment and insurance products tailored to individual needs.
Founded: 11/07/1996
Industries: Activities of financial services holding companies
Website: https://phoenixwealth.co.uk
Phone: Subscribe to view
Email: Subscribe to view
Location: Bristol
Products
- Investment Funds
- Life Insurance
- Pensions
Services
- Insurance Products
- Investment Management
- Wealth Management
Financial Snapshot
Last accounts made up to 31 December 2023
Next accounts due 30 September 2025 (4 months)
Total Liabilities £0.35m
↑ 0%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Dean Matthew Galligan | Finance Executive | 31/10/2024 | British | 49 years |
| Arlene Cairns | Finance Director | 18/07/2024 | British | 46 years |
Role:
Finance Executive
Appointed:
31/10/2024
Nationality:
British
Age:
49 years
Role:
Finance Director
Appointed:
18/07/2024
Nationality:
British
Age:
46 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Pearl Life Holdings Limited | Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors | 01/11/2016 | United Kingdom |
Nature of Control:
Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors
Notified On:
01/11/2016
Nationality:
United Kingdom
Financial Accounts
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Charges
No charges registered
Properties
No property information available
Grants
No grant information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 23/12/2024 | Confirmation Statement | Confirmation Statement With No Updates | View (3 pages) |
| 31/10/2024 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 31/10/2024 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 16/09/2024 | Accounts | Legacy | View (328 pages) |
| 16/09/2024 | Accounts | Accounts With Accounts Type Audit Exemption Subsiduary | View (13 pages) |
| 21/07/2024 | Other | Legacy | View (3 pages) |
| 21/07/2024 | Other | Legacy | View (1 page) |