Financial AdviserProfile

PHOENIX FINSERV UK LIMITED

Public-record profile
21 Heath Drive, Romford, RM2 5QH
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

PHOENIX FINSERV UK LIMITED is listed as a FCA appointed representative in the RM2 5QH area. Registered at Companies House in 2023. FCA records list Wealthmax Financial Advisers Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2023
Type
FCA appointed representative
Company No.
14961582
SIC
64922
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Wealthmax Financial Advisers Limited, FRN 766509 (Full)

Companies House

PHOENIX FINSERV UK LIMITED is active and was incorporated on 26 June 2023.

Nature of business: 64922 - Activities of mortgage finance companies, 66220 - Activities of insurance agents and brokers, 70229 - Management consultancy activities other than financial management

Registered office: 21 Heath Drive, Romford, Essex, RM2 5QH, England

Authorisations

FCAactive
Reference: 1025025
Type: FCA appointed representative
Company no.: 14961582
Verified:
View public register

Company Snapshot

Industry
64922
Data Freshness
Outdated (< 1 year)
Accounts last made up to
30 June 2025
Accounts next due
31 March 2027
Accounts type
Unaudited Abridged
Employees
2
Equity
£100
Cash
£25,420
Fixed assets
£34,358
Current assets
£66,133
Net current assets/liabilities
£27,813
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

SHAH, Manish Dineshbhai
Appointed 26 June 2023
DOB: 4/1976

Persons with significant control

Manish Shah
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 4/1976

Recent Filings

31 March 2026
AA
accounts with accounts type unaudited abridged
9 March 2026
CS01
confirmation statement with updates
25 March 2025
AA
accounts with accounts type unaudited abridged
13 March 2025
CS01
confirmation statement with no updates
29 February 2024
CS01
confirmation statement with updates
26 June 2023
NEWINC
incorporation company

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.