Phoenix Unit Trust Managers Limited
Phoenix Unit Trust Managers Limited
#03588031 • Active
Founded: 25/06/1998
Industries: Activities of unit trusts
Location: Birmingham
Financial Snapshot
Last accounts made up to 31 December 2023
Next accounts due 30 September 2025 (4 months)
Cash in Bank £0.26m
↑ 355%
Turnover £70.8m
↓ -4%
Total Liabilities £109.82m
↑ 18%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| William Edward Swift | Chartered Accountant | 31/03/2025 | British | 45 years |
| Martin John Muir | Non Executive Director | 20/03/2025 | British | 58 years |
| Michael John Eakins | Chief Investment Officer | 29/04/2024 | Irish | 49 years |
| Ian Adam Craston | Non Executive Director / Pension Trustee | 19/09/2023 | British | 59 years |
| Timothy Walter Harris | Chartered Accountant | 30/09/2022 | British | 56 years |
Role:
Chartered Accountant
Appointed:
31/03/2025
Nationality:
British
Age:
45 years
Role:
Non Executive Director
Appointed:
20/03/2025
Nationality:
British
Age:
58 years
Role:
Chief Investment Officer
Appointed:
29/04/2024
Nationality:
Irish
Age:
49 years
Role:
Non Executive Director / Pension Trustee
Appointed:
19/09/2023
Nationality:
British
Age:
59 years
Role:
Chartered Accountant
Appointed:
30/09/2022
Nationality:
British
Age:
56 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Phoenix Life Limited | Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors | 06/04/2016 | 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:
06/04/2016
Nationality:
United Kingdom
Financial Accounts
| Dec 2023 | Dec 2022 | Dec 2021 | |
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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 |
|---|---|---|---|
| 31/03/2025 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 31/03/2025 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 20/03/2025 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 28/02/2025 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 13/05/2024 | Accounts | Accounts With Accounts Type Full | View (31 pages) |
| 03/05/2024 | Confirmation Statement | Confirmation Statement With No Updates | View (3 pages) |
| 30/04/2024 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |