PHOENIX WEALTH TRUSTEE SERVICES LIMITED

Company number 02155360 ·

Active

Free AI analysis

Have an AI read this company's filings and write an assessment — financial health, risks, and what the numbers say.

Get the analysis

Overview

Company type
Private Limited Company
Incorporated
1987-08-18
Registered office
10 Brindleyplace, Birmingham, United Kingdom, B1 2JB
Postcode
B1 2JB
Capital
1,000 GBP
Accounts category
Full
Charges
0 outstanding

Accounts

Last made up to
2025-12-31
Next due by
2027-09-30
Financial year end
31 December

Confirmation statement

Last statement dated
2026-04-23
Next due by
2027-05-07
View filing history →

Nature of business (SIC)

  • 65300 Pension funding

Officers 4 current · 38 resigned

Victoria FLENK Director
Appointed 2025-04-01
Appointed 2024-12-06
ACCOUNTANT Appointed 2017-09-30
PEARL GROUP SECRETARIAT SERVICES LIMITED Corporate Secretary · corporate
Appointed 2016-11-01

View all officers and resignations →

Group structure

Controlled by PHOENIX WEALTH HOLDINGS LIMITED — since 2016-04-06

From persons-with-significant-control filings on the public register.

Data protection registration

Registered with the ICO as a data protection fee payer — Z9550809 (Tier 1), registered since 2006.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
phoenixwealth.co.uk

Phoenix Wealth is part of Phoenix Group Holdings, a FTSE 100 company. Enter for access to our Online services and information about existing products.

Previous company names

NameDate changed
AXA TRUSTEE SERVICES LIMITED2017-12-08
WINTERTHUR TRUSTEE SERVICES LIMITED2015-01-27
COLONIAL TRUSTEE SERVICES LIMITED2001-06-01
COLONIAL MUTUAL TRUSTEE SERVICES LIMITED1996-12-31
WOODSTAVE LIMITED1987-09-08

Previous registered addresses 10

AddressChanged on
5 OLD BROAD STREET, LONDON, EC2N 1AD2016-11-09
WINTERTHUR WAY, BASINGSTOKE, HAMPSHIRE RG21 6SZ2007-06-29
NTERTHUR WAY, BASINGSTOKE, HAMPSHIRE RG21 6SZ2007-06-29
COLONIAL HOUSE, QUAYSIDE, CHATHAM MARITIME, KENT ME4 4YY2001-05-31
LONIAL HOUSE, QUAYSIDE, CHATHAM MARITIME, KENT ME4 4YY2001-05-31
COLONIAL MUTUAL HOUSE, CHATHAM MARITIME, KENT, ME4 4YY1996-12-20
LONIAL MUTUAL HOUSE, CHATHAM MARITIME, KENT, ME4 4YY1996-12-20
BOX 60, 24 LUDGATE HILL, LONDON, EC4M 7DR1992-08-24
PO BOX 60, 24 LUDGATE HILL, LONDON, EC4M 7DR1992-08-24
84 TEMPLE CHAMBERS, TEMPLE AVE, LONDON, EC4Y OHP1987-09-24

Among its peers

Among the oldest 25%

of 22 similar companies in B, trading since 1987

183 companies are registered at this postcode →

The class of 1987

51%

of the 20,107 companies incorporated in 1987 are still active today; 42% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

Property in England & Wales 98 titles

Freehold
64
Leasehold
34
Most recent registration
2024-11-29
Price paid, where recorded
£10,773,500
Where
Greater London (10), West Midlands (9), West Yorkshire (7)
Title numberCounty Tenure RegisteredPrice paid
LT557824 Leicestershire Freehold 2024-11-29 £570,000
NGL605557 Greater London Leasehold 2023-03-10
BL73899 City Of Bristol Freehold 2023-02-09 £370,000
NGL814845 Greater London Freehold 2022-03-25 £740,000
WM16094 West Midlands Freehold 2021-09-13 £180,000
GR238964 Gloucestershire Freehold 2020-11-02 £1,150,000
BK503256 West Berkshire Freehold 2019-09-20
EX806957 Essex Freehold 2019-01-14
GM171185 Greater Manchester Leasehold 2018-11-07 £149,000
GM197926 Greater Manchester Leasehold 2018-11-07
LA543581 Lancashire Freehold 2018-11-07 £143,750
YY111385 West Yorkshire Freehold 2018-11-05
EX824386 Essex Freehold 2018-07-25 £120,000
WYK858041 West Yorkshire Leasehold 2018-05-04 £210,000
LAN157725 Lancashire Leasehold 2018-04-26 £1,500,000
SY748757 Surrey Freehold 2018-04-23 £475,000
ST159767 Somerset Freehold 2018-01-18
DT296108 Dorset Freehold 2018-01-16 £73,000
BD203006 Luton Freehold 2017-10-27 £197,000
GR41298 South Gloucestershire Freehold 2017-05-31 £177,750

Showing 20 of 98.

For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).

Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.