PW

PHOENIX WEALTH TRUSTEE SERVICES LIMITED

Active

Company number 02155360

Birmingham, United Kingdom · Incorporated 18 August 1987

10 Brindleyplace, Birmingham, B1 2JB, United Kingdom

Last updated on 31 August 2026

Pension funding · SIC 65300

Status
Active
Company age
39 years
Company type
Private limited
Accounts
Up to date

Company history

Previous company names

WOODSTAVE LIMITED · 18 August 1987 – 8 September 1987

COLONIAL MUTUAL TRUSTEE SERVICES LIMITED · 8 September 1987 – 31 December 1996

COLONIAL TRUSTEE SERVICES LIMITED · 31 December 1996 – 1 June 2001

WINTERTHUR TRUSTEE SERVICES LIMITED · 1 June 2001 – 27 January 2015

AXA TRUSTEE SERVICES LIMITED · 27 January 2015 – 8 December 2017

Company overview

No company summary available yet.

Compliance

Annual accounts Up to date
Last filed
31 December 2025
Next due
30 September 2027
13 months left
Confirmation statement Up to date
Last filed
23 April 2026
Next due
7 May 2027
8 months left

Financial snapshot

Last accounts type
Full
Period end
31 December 2025

Detailed figures (assets, liabilities, net worth) are available in the full credit report.

Officers

No officers on record.

Persons with significant control

PS
Phoenix Wealth Holdings Limited
Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors
6 April 2016

Funding

0 funding rounds

No funding rounds on record.

Filing history

Accounts With Accounts Type Full
Accounts
25 July 2026 View
Confirmation Statement With No Updates
Confirmation Statement
28 April 2026 View
Replacement Filing Of Director Appointment With Name
Officers
28 March 2026 View
Mortgage Satisfy Charge Full
Mortgage
19 November 2025 View
Change To A Person With Significant Control
Persons With Significant Control
10 November 2025 View
Change Corporate Secretary Company With Change Date
Officers
10 November 2025 View
Change Registered Office Address Company With Date Old Address New Address
Address
10 November 2025 View
Accounts With Accounts Type Full
Accounts
1 October 2025 View
Mortgage Satisfy Charge Full
Mortgage
1 May 2025 View
Mortgage Satisfy Charge Full
Mortgage
1 May 2025 View
Confirmation Statement With No Updates
Confirmation Statement
30 April 2025 View
Appoint Person Director Company With Name Date
Officers
1 April 2025 View
Termination Director Company With Name Termination Date
Officers
31 March 2025 View
Appoint Person Director Company With Name Date
Officers
6 December 2024 View
Termination Director Company With Name Termination Date
Officers
6 December 2024 View
Accounts With Accounts Type Small
Accounts
18 September 2024 View
Mortgage Satisfy Charge Full
Mortgage
20 May 2024 View
Confirmation Statement With No Updates
Confirmation Statement
3 May 2024 View
Appoint Person Director Company With Name Date
Officers
10 April 2024 View
Termination Director Company With Name Termination Date
Officers
9 April 2024 View
Accounts With Accounts Type Full
Accounts
7 October 2023 View
Confirmation Statement With No Updates
Confirmation Statement
26 May 2023 View
Mortgage Satisfy Charge Full
Mortgage
9 May 2023 View
Appoint Person Director Company With Name Date
Officers
16 January 2023 View
Termination Director Company With Name Termination Date
Officers
13 January 2023 View
Mortgage Satisfy Charge Full
Mortgage
30 November 2022 View
Accounts With Accounts Type Full
Accounts
7 October 2022 View
Confirmation Statement With No Updates
Confirmation Statement
29 April 2022 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
1 March 2022 View
Accounts With Accounts Type Small
Accounts
26 August 2021 View
Confirmation Statement With No Updates
Confirmation Statement
23 April 2021 View
Accounts With Accounts Type Full
Accounts
18 December 2020 View
Mortgage Satisfy Charge Full
Mortgage
12 December 2020 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
21 October 2020 View
Confirmation Statement With No Updates
Confirmation Statement
24 April 2020 View
Termination Director Company With Name Termination Date
Officers
10 February 2020 View
Accounts With Accounts Type Full
Accounts
6 October 2019 View
Mortgage Satisfy Charge Full
Mortgage
13 August 2019 View
Confirmation Statement With Updates
Confirmation Statement
2 May 2019 View
Mortgage Satisfy Charge Full
Mortgage
13 March 2019 View
Mortgage Satisfy Charge Full
Mortgage
4 February 2019 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
21 November 2018 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
21 November 2018 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
21 November 2018 View
Mortgage Satisfy Charge Full
Mortgage
3 July 2018 View
Accounts With Accounts Type Full
Accounts
22 June 2018 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
2 May 2018 View
Confirmation Statement With Updates
Confirmation Statement
25 April 2018 View
Change Person Director Company With Change Date
Officers
24 April 2018 View
Mortgage Acquire With Deed With Charge Number Charge Acquisition Date
Mortgage
13 April 2018 View
Mortgage Satisfy Charge Full
Mortgage
11 April 2018 View
Change To A Person With Significant Control
Persons With Significant Control
16 January 2018 View
Change To A Person With Significant Control
Persons With Significant Control
8 January 2018 View
Resolution
Resolution
8 December 2017 View
Change Of Name Notice
Change Of Name
8 December 2017 View
Appoint Person Director Company With Name Date
Officers
18 October 2017 View
Termination Director Company With Name Termination Date
Officers
18 October 2017 View
Accounts With Accounts Type Full
Accounts
3 October 2017 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
6 September 2017 View
Mortgage Satisfy Charge Full
Mortgage
18 August 2017 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
24 May 2017 View
Legacy
Mortgage
4 May 2017 View
Confirmation Statement With Updates
Confirmation Statement
26 April 2017 View
Legacy
Mortgage
31 March 2017 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
15 March 2017 View
Legacy
Mortgage
7 March 2017 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
14 February 2017 View
Termination Secretary Company With Name Termination Date
Officers
18 December 2016 View
Termination Director Company With Name Termination Date
Officers
7 December 2016 View
Termination Director Company With Name Termination Date
Officers
7 December 2016 View
Legacy
Mortgage
1 December 2016 View
Appoint Person Director Company With Name Date
Officers
23 November 2016 View
Appoint Person Director Company With Name Date
Officers
23 November 2016 View
Appoint Corporate Secretary Company With Name Date
Officers
22 November 2016 View
Change Registered Office Address Company With Date Old Address New Address
Address
9 November 2016 View
Mortgage Satisfy Charge Full
Mortgage
8 November 2016 View
Legacy
Mortgage
8 November 2016 View
Accounts With Accounts Type Full
Accounts
25 June 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
21 June 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
17 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
17 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
17 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
17 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
17 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
17 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
17 May 2016 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
17 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
16 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
16 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
16 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
16 May 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
3 February 2016 View
Mortgage Create With Deed With Charge Number Charge Creation Date
Mortgage
21 December 2015 View
Legacy
Mortgage
21 November 2015 View
Accounts With Accounts Type Full
Accounts
28 September 2015 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
15 May 2015 View
Memorandum Articles
Incorporation
26 March 2015 View
Certificate Change Of Name Company
Change Of Name
27 January 2015 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
15 May 2014 View
Accounts With Accounts Type Full
Accounts
1 May 2014 View
Auditors Resignation Company
Auditors
20 November 2013 View
Auditors Resignation Company
Auditors
19 November 2013 View
Auditors Resignation Company
Auditors
19 November 2013 View
Termination Director Company With Name
Officers
3 September 2013 View
Accounts With Accounts Type Full
Accounts
19 June 2013 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
14 May 2013 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
10 May 2012 View
Accounts With Accounts Type Full
Accounts
3 April 2012 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
12 May 2011 View
Accounts With Accounts Type Full
Accounts
30 March 2011 View
Resolution
Resolution
20 January 2011 View
Statement Of Companys Objects
Change Of Constitution
14 January 2011 View
Appoint Person Director Company With Name
Officers
1 October 2010 View
Termination Director Company With Name
Officers
26 July 2010 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
14 May 2010 View
Change Person Secretary Company With Change Date
Officers
26 April 2010 View
Accounts With Accounts Type Full
Accounts
1 April 2010 View
Change Person Director Company With Change Date
Officers
16 March 2010 View
Change Person Director Company With Change Date
Officers
1 March 2010 View
Change Person Director Company With Change Date
Officers
26 February 2010 View
Change Person Director Company With Change Date
Officers
22 January 2010 View
Change Person Director Company With Change Date
Officers
22 January 2010 View
Legacy
Annual Return
14 May 2009 View
Accounts With Accounts Type Full
Accounts
3 April 2009 View
Legacy
Officers
7 August 2008 View
Legacy
Annual Return
9 May 2008 View
Accounts With Accounts Type Full
Accounts
4 April 2008 View
Legacy
Address
15 January 2008 View
Legacy
Annual Return
15 January 2008 View
Legacy
Officers
7 January 2008 View
Legacy
Officers
7 January 2008 View
Auditors Resignation Company
Auditors
26 July 2007 View
Resolution
Resolution
24 July 2007 View
Legacy
Address
29 June 2007 View
Legacy
Officers
12 June 2007 View
Legacy
Officers
18 May 2007 View
Legacy
Officers
17 May 2007 View
Legacy
Officers
16 May 2007 View
Legacy
Officers
16 May 2007 View
Legacy
Officers
15 May 2007 View
Accounts With Accounts Type Full
Accounts
24 April 2007 View
Legacy
Officers
24 April 2007 View
Legacy
Officers
24 April 2007 View
Legacy
Officers
16 April 2007 View
Legacy
Annual Return
23 January 2007 View
Legacy
Officers
21 November 2006 View
Accounts With Accounts Type Full
Accounts
27 April 2006 View
Legacy
Annual Return
16 January 2006 View
Legacy
Address
16 November 2005 View
Accounts With Accounts Type Full
Accounts
12 April 2005 View
Legacy
Annual Return
10 January 2005 View
Accounts With Accounts Type Full
Accounts
27 August 2004 View
Legacy
Annual Return
23 January 2004 View
Legacy
Officers
26 November 2003 View
Legacy
Officers
25 November 2003 View
Legacy
Officers
25 November 2003 View
Legacy
Officers
24 September 2003 View
Legacy
Officers
24 September 2003 View
Legacy
Officers
20 August 2003 View
Legacy
Officers
8 August 2003 View
Legacy
Officers
6 July 2003 View
Legacy
Officers
5 July 2003 View
Legacy
Officers
20 June 2003 View
Legacy
Address
18 June 2003 View
Accounts With Accounts Type Full
Accounts
4 May 2003 View
Legacy
Annual Return
25 January 2003 View
Legacy
Officers
3 December 2002 View
Legacy
Officers
28 October 2002 View
Legacy
Officers
10 September 2002 View
Legacy
Officers
18 August 2002 View
Accounts With Accounts Type Full
Accounts
31 July 2002 View
Legacy
Officers
16 July 2002 View
Legacy
Officers
27 February 2002 View
Legacy
Annual Return
10 January 2002 View
Legacy
Officers
7 January 2002 View
Legacy
Officers
3 September 2001 View
Legacy
Officers
3 September 2001 View
Accounts With Accounts Type Full
Accounts
2 August 2001 View
Legacy
Annual Return
11 June 2001 View
Memorandum Articles
Incorporation
8 June 2001 View
Memorandum Articles
Incorporation
8 June 2001 View
Certificate Change Of Name Company
Change Of Name
1 June 2001 View
Legacy
Address
31 May 2001 View
Legacy
Officers
30 March 2001 View
Legacy
Officers
30 March 2001 View
Legacy
Officers
15 March 2001 View
Legacy
Officers
12 March 2001 View
Legacy
Officers
12 March 2001 View
Legacy
Officers
16 January 2001 View
Legacy
Officers
7 September 2000 View
Legacy
Officers
10 July 2000 View
Legacy
Officers
3 July 2000 View
Legacy
Officers
27 June 2000 View
Legacy
Officers
27 June 2000 View
Legacy
Officers
27 June 2000 View
Legacy
Officers
27 June 2000 View
Legacy
Officers
27 June 2000 View
Legacy
Officers
27 June 2000 View
Legacy
Annual Return
14 June 2000 View
Accounts With Accounts Type Full
Accounts
7 June 2000 View
Legacy
Officers
6 October 1999 View
Legacy
Officers
14 September 1999 View
Legacy
Annual Return
15 June 1999 View
Accounts With Accounts Type Full
Accounts
15 June 1999 View
Legacy
Annual Return
12 June 1998 View
Accounts With Accounts Type Full
Accounts
12 June 1998 View
Legacy
Officers
26 February 1998 View
Legacy
Officers
26 February 1998 View
Legacy
Officers
27 January 1998 View
Legacy
Officers
25 November 1997 View
Legacy
Officers
25 November 1997 View
Legacy
Officers
25 November 1997 View
Legacy
Annual Return
12 June 1997 View
Accounts With Accounts Type Full
Accounts
12 June 1997 View
Legacy
Officers
25 April 1997 View
Legacy
Officers
25 April 1997 View
Legacy
Officers
25 April 1997 View
Legacy
Officers
22 January 1997 View
Legacy
Officers
9 January 1997 View
Legacy
Officers
9 January 1997 View
Legacy
Officers
9 January 1997 View
Certificate Change Of Name Company
Change Of Name
31 December 1996 View
Legacy
Officers
21 December 1996 View
Legacy
Address
20 December 1996 View
Miscellaneous
Miscellaneous
17 December 1996 View
Legacy
Annual Return
26 June 1996 View
Accounts With Accounts Type Full
Accounts
26 June 1996 View
Legacy
Officers
21 November 1995 View
Legacy
Officers
26 September 1995 View
Legacy
Annual Return
1 June 1995 View
Accounts With Accounts Type Full
Accounts
1 June 1995 View
Legacy
Annual Return
6 June 1994 View
Accounts With Accounts Type Full
Accounts
6 June 1994 View
Resolution
Resolution
7 December 1993 View
Auditors Resignation Company
Auditors
4 November 1993 View
Legacy
Annual Return
5 June 1993 View
Accounts With Accounts Type Full
Accounts
5 June 1993 View
Legacy
Address
24 August 1992 View
Legacy
Annual Return
4 June 1992 View
Accounts With Accounts Type Full
Accounts
4 June 1992 View
Legacy
Officers
14 April 1992 View
Resolution
Resolution
17 October 1991 View
Auditors Resignation Company
Auditors
24 July 1991 View
Legacy
Annual Return
12 June 1991 View
Accounts With Accounts Type Full
Accounts
12 June 1991 View
Resolution
Resolution
17 December 1990 View
Legacy
Annual Return
16 July 1990 View
Accounts With Accounts Type Full
Accounts
16 July 1990 View
Legacy
Officers
20 March 1990 View
Legacy
Annual Return
5 April 1989 View
Accounts With Accounts Type Full
Accounts
5 April 1989 View
Resolution
Resolution
2 August 1988 View
Resolution
Resolution
2 August 1988 View
Memorandum Articles
Incorporation
14 July 1988 View
Legacy
Capital
12 July 1988 View
Legacy
Capital
12 July 1988 View
Legacy
Accounts
11 April 1988 View
Legacy
Officers
11 March 1988 View
Resolution
Resolution
26 September 1987 View
Memorandum Articles
Incorporation
26 September 1987 View
Legacy
Address
24 September 1987 View
Legacy
Officers
24 September 1987 View
Certificate Change Of Name Company
Change Of Name
7 September 1987 View
Incorporation Company
Incorporation
18 August 1987 View

Risk at a glance

  • Company active
  • Accounts up to date
  • Confirmation statement up to date
  • No insolvency history
  • No registered charges
  • Credit score
  • Recommended limit
  • Payment risk

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