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Phoenix Wealth Management Ltd.

03605826

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

Dunraven House Meadow Court, 41-43 High St, Witney, OX28 6ER
Incorporated 29/07/1998

Previously known as

Phoenix Temple Wealth Management Ltd · until 28/09/2017
Paul Temple Financial Services Limited · until 06/01/2010

Compliance

Last accounts

31/07/2025

micro entity

Next accounts due

30/04/2027

On track

Confirmation statement

Last: 30/07/2026

Due 13/08/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Brendan O'Ciobhain

director · Since 13/07/2009

FINANCIAL ADVISOR

IRISH · UNITED KINGDOM

Also on 5 other boards

Mr Andrew David Shaw

director · Since 19/07/2018

CHIEF INVESTMENT OFFICER

BRITISH · ENGLAND

Also on 1 other board

Brendan O'Ciobhain

director · Since 13/07/2009

Irish · United Kingdom

Andrew David Shaw

director · Since 19/07/2018

British · England

Former

Combined Secretarial Services Limited

corporate nominee director · Resigned 07/08/1998

Combined Secretarial Services Limited

corporate nominee secretary · Resigned 07/08/1998

Combined Nominees Limited

corporate nominee director · Resigned 07/08/1998

Michael John Pimm

director · Resigned 13/04/2005

Christopher Adrian Slatter

director · Resigned 13/07/2009

Paul Alan Temple

director · Resigned 13/07/2009

Pauline Temple

secretary · Resigned 13/07/2009

Persons with Significant Control

Firebird Investments Limited

75–100% shares

Reg: 6915514 · England And Wales · Limited Company

Notified 20/07/2016

Change History

officer appointed → O'CIOBHAIN, Brendan
2026-08-14
officer appointed → SHAW, Andrew David
2026-08-14
status → active
2026-08-14

Active

type → ltd
2026-08-14

Private Limited Company

address line1 → Dunraven House Meadow Court
2026-08-14

DUNRAVEN HOUSE MEADOW COURT

post town → Witney
2026-08-14

WITNEY

CompanyRankvs 3977+ SIC 64999 peers
72

Financial strength64th percentile among SIC peers · 16/25
Employees95th percentile among SIC peers · 14/15
LiquidityCurrent ratio 1.33× · 12/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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3977Phoenix Wealth Management Ltd.
72
How is this score calculated?
Financial strength16/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity12/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

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

9avg. employees-1

Balance Sheet

Assets less current liabilities£79k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20251.33-£48k
20241.22+£47k
20231.07—

Derived from filed accounts. Not audited figures.