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Activities of financial services holding companies · Tredegar

Phillips Family Investments

Phillips Family Investments Limited

ActiveLatest figures: 2025Abridged accountsAs filed (group accounts)2 years on the register

Private limited company registered in Tredegar, classed under “Activities of financial services holding companies”.

Headline figures

FY to Dec 2025 · As filed (group accounts)

Turnover

For subscribers

Profit after tax

£5.42m

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

Retained reserves

For subscribers

What the numbers say

4 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£20242025
Profit after tax£5.42m
Turnover
Net assets
Cash
Employees
Retained reserves
Dividends paid

Every figure for all 2 years

“—” means we did not find the figure in a source; it is never filled with an estimate.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet20242025
Fixed assets
Current assets
of which debtors
of which cash
Creditors due within a year
Net current assets
Net assets
Ratios
Return on equityProfit after tax as a share of net assets
Dividends to profitDividends paid as a share of profit after tax, in a year with a profit
Current ratioCurrent assets for every £1 owed within a year
Cash ratioCash for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

7 balance-sheet lines and 5 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Timeline

Checked 2026-11-01

  1. Accounts
    Group of companies' accounts made up to 31 December 2025
  2. Directors
    Appointment of Mr Alexander Marc Wilkins as a secretary on 16 February 2026
  3. Directors
    Appointment of Miss Charlotte Emma Phillips as a director on 1 October 2025
  4. Directors
    Appointment of Mrs Louisa Elizabeth Moore as a director on 1 October 2025
  5. Directors
    Appointment of Mrs Sian Elizabeth Phillips as a director on 8 July 2025
  6. Accounts
    Group of companies' accounts made up to 31 December 2024
  7. Directors
    Appointment of Mr Robert William Hopkins as a director on 1 December 2024
  8. Filing
    Memorandum and Articles of Association
  9. Filing
    Resolutions (and 1 more like it since 17 November 2024)
  10. Shares
    Change of share class name or designation
  11. Shares
    Particulars of variation of rights attached to shares
  12. Ownership
    Change of details for Mr Jeffrey Ross Phillips as a person with significant control on 24 October 2024
  13. 3 earlier
    1. Shares
      Statement of capital following an allotment of shares on 24 October 2024 · GBP 6,278,250
    2. Accounts
      Current accounting period shortened from 31 May 2025 to 31 December 2024
    3. Incorporation
      Incorporation

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does Phillips Family Investments do?

Private limited company registered in Tredegar, classed under “Activities of financial services holding companies”.

›How much turnover does Phillips Family Investments make?

Answered in the full report

›Is Phillips Family Investments profitable?

Yes: it made a profit after tax of £5.42m in the year to 31 December 2025, its latest filed accounts.

›How many people work at Phillips Family Investments?

Answered in the full report

›Who runs and owns Phillips Family Investments?

Its directors are Alexander Marc Wilkins, Wayne Hugo Harvey, Robert William Hopkins, Louisa Elizabeth Moore, Charlotte Emma Phillips and 4 more. Its owners are shown to subscribers.

›Where is Phillips Family Investments based?

Its registered office is 93 Commercial Street, Tredegar, NP22 3DN, in Tredegar.

›When was Phillips Family Investments founded?

Phillips Family Investments Limited was incorporated on 14 May 2024.

›Is Phillips Family Investments still trading?

The register lists Phillips Family Investments Limited as active.

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