Phoenix Wealth Management Ltd.
Reference number: 190353
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Phoenix Wealth Management Ltd, 6 Meadow Court, High Street, Witney, Oxfordshire, OX28 6ER, United Kingdom
In the full report: 3 background checks
- When phoenix-wm.co.uk first appeared online, and whether it can receive email
- What kind of line 01993 229904 is
- Who else gives the postcode OX28 6ER
Other names (1)
If you were contacted under any of these names, it is this firm.
- Phoenix Temple Wealth Management Ltd. Former name: A name it was registered under before.
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
Fake email addresses (1)
- info@phoenixwealthinvestments.com
Fake websites (1)
- phoenixwealthinvestments.com
The FCA warning these came from
- Phoenix Wealth Management 10 February 2021
Scammers change these details often. Always check the live FCA warning.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Sell or arrange insurance FSCS may applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (15 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Acting as a CBTL Arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Assisting in the administration and performance of a contract of insurance
- Credit Broking
- Dealing in investments as agent
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
The clone warnings above are scammers using this firm's name, not something the firm has done.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 03605826 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 29 July 1998 (28 years old)
- Registered office
- Dunraven House Meadow Court, 41-43 High St, Witney, Oxfordshire, OX28 6ER
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Brendan O'Ciobhain | Director | Dec 1959 | 13 Jul 2009 | 7 other companies |
| Andrew David Shaw | Director | Jul 1966 | 19 Jul 2018 | 2 other companies |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 7
- closed down
- 3
- is FCA-registered
- 1
In the full report: all 7 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 2 companies these 2 directors run together
- All 7 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£23.6k
−67% from £71.1k
Employees (average)
9
−10% from 10
Owed within a year
£213k
−29% from £302k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 03605826. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Phoenix Wealth Management’s history from the FCA register and Companies House, newest first.
2021
10 February 2021
- FCA warned the public about a scam impersonating this firm
FCA warning list
2017
29 September 2017
- Changed its registered name from "Phoenix Temple Wealth Management Ltd."
FCA register
2016
20 July 2016
- Firebird Investments Limited took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2009
13 July 2009
- Board replaced: both directors left and a new director took over
Companies House
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1999
1 September 1999
- Regulated by the Personal Investment Authority from this date
FCA register
1998
29 July 1998
- Incorporated at Companies House
Companies House
In the full report: all 23 events
- All 23 events in its history (9 shown here)
- Every director appointment and resignation: 8
Firms connected to Phoenix Wealth Management
Other FCA-listed firms that share a director, phone number or address with Phoenix Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
- past link
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
- 1 past link through former directors
Firms like Phoenix Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Witney
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Phoenix Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 7 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 23 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
Is Phoenix Wealth Management Ltd. FCA authorised?
What is Phoenix Wealth Management’s phone number and website?
Is Phoenix Wealth Management a scam or clone?
Is my money safe with Phoenix Wealth Management?
Who owns Phoenix Wealth Management?
Who runs Phoenix Wealth Management?
How long has Phoenix Wealth Management been in business?
What do Phoenix Wealth Management’s latest accounts show?
Does Phoenix Wealth Management use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- FCA warning: Phoenix Wealth Management fca.org.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk