PHOENIX WEALTH TRUSTEE SERVICES LIMITED

active Company number 02155360

Private Limited by Shares · Incorporated on 18th Aug 1987

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SIC code: 65300
Registered office: Birmingham, B1 2JB
Company type: Private Limited by Shares
Accounts: Next due 30th Sep 2027

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Overview

PHOENIX WEALTH TRUSTEE SERVICES LIMITED is a private limited by shares company based in Birmingham. It was incorporated on 18th Aug 1987 and is currently showing its status as 'Active'. The company's stated activity is Pension funding.

3 Directors View directors

100 Companies at address View all 322 Companies in postcode View postcode

SICs

View other companies in Birmingham (B) with the same SIC code:

65300 — Pension funding

Property intelligence

Latest sale price in B1 2JB £13,350,000 as of 30th Dec 2024 View postcode page

Average price (all time) £21,300,000

Average price (since 2016) £21,300,000

Property sales recorded 2

Property sales since 2016 2

Directors & PSCs

Name	Role	Since	Company count	Nationality	View
PEARL GROUP SECRETARIAT SERVICES LIMITED	Corporate secretary	1st Nov 2016		Not recorded	View profile
Victoria Flenk	Director	1st Apr 2025		British	View profile
Jenny Holt	Director	6th Dec 2024		British	View profile
Phoenix Wealth Holdings Limited	Corporate PSC	6th Apr 2016	—	—	View profile

Other companies at this address

View all 99

Company	Number	Incorporated	Status
BRIGHTEDGE CARE & LEARNING LTD	17413276	21st Aug 2026	active
PHOENIX LIFE INCOME STRIPS NO.1 LIMITED PARTNERSHIP	LP024434	31st Dec 2025	active
J LANE HOLDINGS LTD	16077919	13th Nov 2024	active
THE HOME HOSPITAL LIMITED	15873378	3rd Aug 2024	active
PYVITAL LTD	15747526	29th May 2024	active

Showing the latest 5 of 99 companies at this address.

Actions

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Company snapshot

Status: active
Incorporated: 18th Aug 1987
Company type: Private Limited by Shares
SIC code: 65300
Accounts category: Full
Next accounts due: 30th Sep 2027
Last accounts made up: 31st Dec 2025
Accounting reference date: 31st Dec

Timeline

18th Aug 1987 Company incorporated
20th Sep 1995 Roderick Lewis appointed as Director
16th Nov 1995 Adnan Mansour resigned as Director
13th Dec 1996 Roderick Lewis resigned as Director
13th Dec 1996 Jacqueline Bamford appointed as Director
13th Dec 1996 Christopher Edwards appointed as Director
13th Dec 1996 Andrew Dennis appointed as Director
16th Jan 1997 Jacqueline Bamford resigned as Director
15th Apr 1997 Winston Carter appointed as Director
15th Apr 1997 Gary Day appointed as Director
15th Apr 1997 Frederick Hardy appointed as Director
17th Nov 1997 Winston Carter resigned as Director
17th Nov 1997 Gary Day resigned as Director
17th Nov 1997 Frederick Hardy resigned as Director
21st Jan 1998 Jacqueline Bamford appointed as Director
25th Feb 1998 Christopher Edwards resigned as Director
25th Feb 1998 Christopher Coyle appointed as Director
31st Aug 1999 Christopher Coyle resigned as Director
12th Jun 2000 Jacqueline Bamford resigned as Director
12th Jun 2000 Andrew Dennis resigned as Director
12th Jun 2000 Graham Orr resigned as Director
12th Jun 2000 Geoffrey Boutle appointed as Director
12th Jun 2000 Gerald Budd appointed as Director
12th Jun 2000 John Finan appointed as Director
31st Aug 2000 Geoffrey Boutle resigned as Director
4th Jan 2001 Gerald Budd resigned as Director
28th Feb 2001 Jacqueline Bamford resigned as Secretary
28th Feb 2001 Neil Cantle appointed as Secretary
13th Mar 2001 Neil Cantle resigned as Secretary
13th Mar 2001 Kevin Lockwood appointed as Secretary
21st Aug 2001 John Finan resigned as Director
21st Aug 2001 Clifton Melvin appointed as Director
1st Jun 2002 Neil Cantle appointed as Secretary
28th Aug 2002 Kevin Lockwood resigned as Secretary
18th Oct 2002 David Brown appointed as Director
15th Nov 2002 David Brown resigned as Director
29th May 2003 Neil Cantle appointed as Director
25th Jun 2003 James Hare appointed as Director
10th Jul 2003 Clifton Melvin resigned as Director
1st Sep 2003 Neil Cantle resigned as Secretary
1st Sep 2003 Sandra Basaran appointed as Secretary
3rd Nov 2003 Neil Cantle resigned as Director
3rd Nov 2003 Kristina Isherwood appointed as Director
3rd Nov 2003 Sandra Basaran appointed as Director
21st Mar 2007 Ian Richardson appointed as Director
31st Mar 2007 James Hare resigned as Director
31st Mar 2007 Kristina Isherwood resigned as Director
30th Apr 2007 Sandra Basaran resigned as Director
30th Apr 2007 Michael Kellard appointed as Director
30th Apr 2007 Andrew Purvis appointed as Director
30th Apr 2007 Sandra Basaran resigned as Secretary
30th Apr 2007 Jeremy Small appointed as Secretary
31st Dec 2007 Ian Richardson resigned as Director
23rd Jul 2008 David Cheeseman appointed as Director
17th Sep 2010 Jean Drouffe appointed as Director
31st Aug 2013 Jean Drouffe resigned as Director
6th Apr 2016 Phoenix Wealth Holdings Limited appointed as Corporate PSC
1st Nov 2016 Michael Kellard resigned as Director
1st Nov 2016 Andrew Purvis resigned as Director
1st Nov 2016 Shamira Mohammed appointed as Director
1st Nov 2016 Andrew Moss appointed as Director
1st Nov 2016 Jeremy Small resigned as Secretary
1st Nov 2016 PEARL GROUP SECRETARIAT SERVICES LIMITED appointed as Corporate secretary
30th Sep 2017 Shamira Mohammed resigned as Director
30th Sep 2017 Rizwan Sheriff appointed as Director
31st Jan 2020 David Cheeseman resigned as Director
31st Dec 2022 Andrew Moss resigned as Director
31st Dec 2022 Brid Meaney appointed as Director
8th Apr 2024 Frances Maclachlan appointed as Director
8th Apr 2024 Rizwan Sheriff resigned as Director
6th Dec 2024 Jenny Holt appointed as Director
6th Dec 2024 Brid Meaney resigned as Director
31st Mar 2025 Frances Maclachlan resigned as Director
1st Apr 2025 Victoria Flenk appointed as Director
23rd Apr 2026 Confirmation statement made up
30th Sep 2027 Next accounts due

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