# PHOENIX WEALTH MANAGEMENT LTD. (03605826)

> PHOENIX WEALTH MANAGEMENT LTD. is an active private limited company (company number 03605826) incorporated on 29 July 1998, registered in Witney. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 July 2025, showing net assets of £24k, with 9 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 67% on the prior period (£71k).

- Status: Active
- Incorporated: 1998-07-29
- Registered office: Witney, OX28 6ER
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2027-04-30
- Confirmation statement due: 2027-08-12
- Accounts type: MICRO ENTITY

By net assets it sits in the upper half of 155 comparable companies in Oxford (median £18k, upper quartile £105k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-07-31 | £24k | — | — | £213k | — | — | 9 |
| 2024-07-31 | £71k | — | — | £202k | — | — | 9 |

current ratio 1.33; size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net assets £23,576 at 31 July 2025
- Net assets down 25% or more on the prior period: -66.8% vs prior period
- Incorporated five or more years ago: Incorporated 29 July 1998

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Firebird Investments Limited (corporate-entity) — owns 75–100% of shares, since 2016-07-20

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/03605826
HTML: https://firmoscan.com/company/03605826-phoenix-wealth-management-ltd