Phoenix Wealth Management Ltd.
03605826
Healthy
No risk factors detected.
Details
Compliance
Accounts
Confirmation statement
Industry
Officers
director · Since 13/07/2009
FINANCIAL ADVISOR
IRISH · UNITED KINGDOM · Age 66
Also on 5 other boards
director · Since 19/07/2018
CHIEF INVESTMENT OFFICER
BRITISH · ENGLAND · Age 59
Also on 1 other board
Persons with Significant Control
Firebird Investments Limited
St Cliements House, 27 - 28 Clements Lane, London, EC4R 7AE
Reg: 6915514 · England And Wales · Limited Company
Notified 20/07/2016
CompanyRankvs 4021+ SIC 64999 peers72
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/07/2025
Net Worth
£24k
Balance sheet strength
Cash
—
Cash in the bank
Net Current Assets
£71k
Working capital
Current Assets
£285k
Current Liabilities
£213k
Fixed Assets
£8k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2025 | 1.33 | -£48k |
| 2024 | 1.22 | +£47k |
| 2023 | 1.07 | -£51k |
| 2022 | 1.41 | +£60k |
| 2021 | 1.05 | -£53k |
| 2020 | 0.36 | +£16k |
| 2019 | 0.29 | -£117k |
| 2018 | 1.75 | — |
Derived from filed accounts. Not audited figures.