PHOENIX WEALTH SERVICES LIMITED
Company Information
- Company Number
- 02238458
- Registered Address
- 1 Wythall Green Way, Wythall, Birmingham, B47 6WG
- Status
- Active
- Employee Count
- 0
- Turnover
- £689,000
- EBITDA
- £389,000
Additional Details
- Website
- https://phoenixwealth.co.uk/
- Company Type
- Private limited Company
- Incorporated On
- 31 March 1988
- Nature of Business
- 64999 - Financial intermediation not elsewhere classified
- Industries
- Financial Services
- Region
- West Midlands
Time to Pay
Payment Timeline
Payment Features
Invoice Payment Practices
This information is as reported by the business, and responses are in their own words.
Payment Terms
Standard payment terms
I. The business' standard payment terms are for all undisputed invoices to be paid within 30 days of receipt. The maximum contractual payment period is 30 days from the receipt of an invoice and there have been no changes to the business' standard payment terms in the reporting period. Sunlife pay in line with contracted terms, in the vast majority of cases this is 30 days from the date of invoice. We will agree to shorter terms if the contractual negotiations require it.
Were there any changes to the standard payment terms in the reporting period?
No information available
Any other information about payment terms
No additional information
Maximum contractual payment period agreed
30
Dispute Resolution Process
Phoenix has a dispute resolution process for staff to follow should a query or dispute of an invoice arise, which is published on the intranet. The dispute resolution process is supplemented from a supplier facing perspective with the relevant contractual provisions for invoice query, escalation and dispute processes.
Other Payment Information
Has this business signed up to a code of conduct or standards on payment practices?
For example, signatories to The Prompt Payment Code must commit to paying 95% of their invoices within 60 days.
❌
Does this business offer e-invoicing in relation to qualifying contracts?
This is where suppliers can electronically submit and track invoices. It's not just allowing suppliers to email them an invoice.
❌
Does this business offer supply chain finance?
This is where a supplier who has submitted an invoice can be paid by a third-party finance provider earlier than the agreed payment date. The business would then pay the finance provider the invoiced sum.
❌
Under its payment practices and policies, can this business deduct sums from payments under qualifying contracts as a charge for remaining on a supplier list?
❌
During the reporting period, did the business deduct sums from payments as a charge for remaining on a supplier list?
No information available
Company Summary
PHOENIX WEALTH SERVICES LIMITED is a financial services company based in the United Kingdom. The company offers a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals.
The company's sustainability program is focused on promoting responsible and ethical investing. They offer sustainable investment options that align with clients' values and also actively engage with companies to promote sustainable practices.
PHOENIX WEALTH SERVICES LIMITED offers a variety of products and services, including investment management, retirement planning, tax planning, and insurance solutions. They also provide personalized financial advice to their clients, taking into account their specific needs and goals.
The key people at PHOENIX WEALTH SERVICES LIMITED include a team of experienced financial advisors and investment professionals. They are committed to providing high-quality services and helping clients make informed financial decisions.
The company's website address is www.phoenixwealthservices.co.uk, where potential clients can find more information about their services and contact the company for further inquiries. The registered office address is 1 Lumley Street, Mayfair, London, W1K 6JE.
In conclusion, PHOENIX WEALTH SERVICES LIMITED is a reputable financial services company that offers sustainable and personalized solutions to help individuals and businesses achieve their financial objectives. With their experienced team and commitment to responsible investing, they are a trusted partner for managing wealth.
