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PHOENIX TEMPLE WEALTH MANAGEMENT LTD

Company

PHOENIX TEMPLE WEALTH MANAGEMENT

Telephone: 02036 978 900
A⁺ rating

ABOUT PHOENIX TEMPLE WEALTH MANAGEMENT LTD

We provide a Holistic Financial Planning and Wealth Management service, developing long-term relationships with our clients and advising on all of their financial needs. We are based in the City of London and Witney and also have an office in Suffolk.

We are truly independent with no external shareholders. This allows us access to the full range of financial planning solutions, with in-house expertise in core areas such as pension and investment planning as well as specialists in Estate Planning, Long Term Care Planning and Cashflow and Retirement Income modelling.

Phoenix Wealth Management Ltd. is Authorised and Regulated by the Financial Conduct Authority No 190353

 Registered in England & Wales   No.03605826

Please note that this website is intended for the clients and prospective clients of Phoenix Wealth Management Limited only. In order to maintain a high level of service, we are careful to control the number of clients with which we are dealing to ensure those clients continue to benefit from the very best that we can offer rather than a merely acceptable level of wealth management. Currently we have the capacity to take on new clients so, if you are looking for new advisers and would like to know more, please do not hesitate to contact us on the details provided elsewhere on the website.

KEY FINANCE

Year
2016
Assets
£74.27k ▼ £-35.74k (-32.49 %)
Cash
£11.24k ▼ £-21.66k (-65.84 %)
Liabilities
£62.52k ▼ £-34.48k (-35.54 %)
Net Worth
£11.75k ▼ £-1.27k (-9.75 %)

REGISTRATION INFO

  1. Check the company
  2. UK
  3. West Oxfordshire
Company name
PHOENIX TEMPLE WEALTH MANAGEMENT LTD
Company number
03605826
Status
Active
Categroy
Private Limited Company
Date of Incorporation
29 Jul 1998
Age - 27 years
Home Country
United Kingdom

CONTACTS

Website
phoenix-wm.co.uk
Phones
02036 978 900
01993 229 904
Registered Address
DUNRAVEN HOUSE MEADOW COURT,
41-43 HIGH ST,
WITNEY,
OXFORDSHIRE,
OX28 6ER

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

LAST EVENTS

15 Sep 2016
Confirmation statement made on 20 July 2016 with updates
29 Apr 2016
Total exemption small company accounts made up to 31 July 2015
29 Jul 2015
Annual return made up to 20 July 2015 with full list of shareholders Statement of capital on 2015-07-29 GBP 10,000

See Also

PHOENIX SPECIALIST CONTRACTING LTD PHOENIX STRAPPING TOOL REPAIRS LIMITED PHOENIX TERMINALS LIMITED PHOENIX TRAINING & COACHING LIMITED PHOENIX VENTURES (SOUTH WEST) LIMITED PHOENIX WATER COOLERS LIMITED

Last update 2018

PHOENIX TEMPLE WEALTH MANAGEMENT LTD DIRECTORS

Brendan O Ciobhain

  Acting
Appointed
13 July 2009
Occupation
Financial Advisor
Role
Director
Age
66
Nationality
Irish
Address
7a Warren House Road, Wokingham, Berkshire, RG40 5PN
Country Of Residence
England
Name
O'CIOBHAIN, Brendan

Pauline Temple

  Resigned
Appointed
07 August 1998
Resigned
13 July 2009
Role
Secretary
Address
2 Orchard Close, Combe, Witney, Oxfordshire, OX29 8NU
Name
TEMPLE, Pauline

COMBINED SECRETARIAL SERVICES LIMITED

  Resigned
Appointed
29 July 1998
Resigned
07 August 1998
Role
Nominee Secretary
Address
Victoria House, 64 Paul Street, London, EC2A 4NG
Name
COMBINED SECRETARIAL SERVICES LIMITED

COMBINED NOMINEES LIMITED

  Resigned
Appointed
29 July 1998
Resigned
07 August 1998
Role
Nominee Director
Age
35
Address
Victoria House, 64 Paul Street, London, EC2A 4NA
Name
COMBINED NOMINEES LIMITED

Michael John Pimm

  Resigned
Appointed
07 August 1998
Resigned
13 April 2005
Occupation
Financial Advisor
Role
Director
Age
58
Nationality
British
Address
20 Wain Rush View, Witney, Oxfordshire, OX28 4WX
Name
PIMM, Michael John

Christopher Adrian Slatter

  Resigned
Appointed
07 August 1998
Resigned
13 July 2009
Occupation
Financial Adviser
Role
Director
Age
55
Nationality
British
Address
51 Wise Avenue, Kidlington, Oxfordshire, OX5 2AT
Name
SLATTER, Christopher Adrian

Paul Alan Temple

  Resigned
Appointed
07 August 1998
Resigned
13 July 2009
Occupation
Financial Adviser
Role
Director
Age
69
Nationality
British
Address
2 Orchard Close, Combe, Witney, Oxfordshire, OX29 8NU
Name
TEMPLE, Paul Alan

COMBINED SECRETARIAL SERVICES LIMITED

  Resigned PSC
Appointed
29 July 1998
Resigned
07 August 1998
Role
Nominee Director
Address
Victoria House, 64 Paul Street, London, EC2A 4NG
Name
COMBINED SECRETARIAL SERVICES LIMITED
Notified On
20 July 2016
Country Registered
United Kingdom
Nature Of Control
Ownership of shares – 75% or more
Place Registered
England And Wales

REVIEWS


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Excellent according to the company’s financial health.