# Phoenix Wealth Management Ltd

## Details

- **Company number:** [03605826](https://find-and-update.company-information.service.gov.uk/company/03605826)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 29 Jul 1998
- **Registered office:** DUNRAVEN HOUSE MEADOW COURT, 41-43 HIGH ST, WITNEY, OX28 6ER
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified


## Previous names

- Paul Temple Financial Services Limited (until 6 Jan 2010)
- Phoenix Temple Wealth Management Ltd (until 28 Sep 2017)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| SHAW, Andrew David | director | 19 Jul 2018 |  |
| O'CIOBHAIN, Brendan | director | 13 Jul 2009 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Firebird Investments Limited | ownership-of-shares-75-to-100-percent | 20 Jul 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Jul 2025 | £23,576 | - | 9 |
| 31 Jul 2024 | £71,090 | - | 10 |
| 31 Jul 2023 | £24,138 | - | 10 |
| 31 Jul 2022 | £75,430 | - | 10 |
| 31 Jul 2021 | £15,869 | - | 8 |
| 31 Jul 2020 | £69,096 | - | 8 |
| 31 Jul 2019 | £53,363 | - | - |
| 31 Jul 2018 | £169,885 | - | - |
| 31 Jul 2017 | £10,787 | - | - |
| 31 Jul 2016 | £19,410 | £11,241 | - |
| 31 Jul 2015 | £23,268 | £32,903 | - |
| 31 Jul 2014 | £17,548 | £3,122 | - |
| 31 Jul 2013 | £25,138 | £14,879 | - |
| 31 Jul 2012 | £10,220 | £21,006 | - |
| 31 Jul 2011 | £16,450 | £8,708 | - |
| 31 Jul 2010 | £12,190 | £10,929 | - |



## Owned by

Phoenix Wealth Management Ltd → [Firebird Investments Ltd](/company/06915514)