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SYNERGY WEALTH MANAGEMENT LIMITED Active - Accounts Filed

Activities of insurance agents and brokers (66220)

Company Profile

2009-08-27

Private limited with Share Capital

1 Shareholders
View all shareholders »

07002314

Activities of insurance agents and brokers (66220)

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SYNERGY WEALTH MANAGEMENT LIMITED is a Private limited with Share Capital company based in 3 EASTLAND CLOSE, WEST CROSS, SWANSEA WEST CROSS, United Kingdom, which employs 1 people. The company started trading on the British market since 2009-08-27. Company registration number 07002314, It’s main line of business activity is Activities of insurance agents and brokers and the company is listed as Active - Accounts Filed. According to their latest annual reports submitted on 2019-08-31, the company had a Total Assets of £25,415.00, while the Working Capital of £19,090.00 and Total Liabilities of £6,325.00.

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http://synergy.tppowered.com

3 EASTLAND CLOSE, WEST CROSS, SWANSEA WEST CROSS , SA3 5NJ , United Kingdom

United Kingdom

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Address

3 EASTLAND CLOSE, WEST CROSS, SWANSEA
United Kingdom

Financials

According to SYNERGY WEALTH MANAGEMENT LIMITED latest financial report submitted on 2019-08-31,the company has Net Worth of £19,090.00.

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View full Balance Sheet, Profit & Loss accounts, Capital & Reserves, KPI's & Ratios, Growth and Industry Comparison, Original Documents Fillings and more

2011-08-31 2012-08-31 2013-08-31 2014-08-31 2015-08-31 2016-08-31 2017-08-31 2018-08-31 2019-08-31 9-year trend
EBITDA 7,251.00 203.00 152.00 114.00 108.00 108.00 108.00 0.00 0.00
Turnover 20,158.00 - - - - - - - -
Net Assets 5,712.00 222.00 786.00 478.00 559.00 113.00 16,070.00 20,193.00 19,090.00
Total Assets 7,981.00 2,970.00 3,976.00 6,859.00 6,333.00 3,361.00 20,036.00 32,366.00 25,415.00
Working Capital 4,902.00 -385.00 331.00 136.00 325.00 -13.00 16,052.00 20,193.00 19,090.00
Profit after Tax 5,711.00 - - - - - - - -
Reporting period 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00 12.00
Total Liabilities 2,269.00 2,748.00 3,190.00 6,381.00 5,774.00 3,248.00 3,966.00 12,173.00 6,325.00
Consolidated A/cs N N N N N N N N N

Credit Risk

A Credit Report SYNERGY WEALTH MANAGEMENT LIMITED is available for instant download. When we generate this report, we took into account that the company is 12 year old, Total Assets £25,415.00, Working Capital £19,090.00 and the Total Liabilities of £6,325.00. Next, we took into account if there are any outstanding mortgages or Court Judgements and checked if the industry which the company is trading, Activities of insurance agents and brokers, is considered a high level of corporate failures.

Overall Credit Risk for

SYNERGY WEALTH MANAGEMENT LIMITED

Speedometer Latest Update 01 Mar 2021

Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

Ownership

There are currently people with significant control at SYNERGY WEALTH MANAGEMENT LIMITED. CATHERINE WENDY YATES owns 1 ORDINARY shares, with a value of 1.000000 GBP each.

Shareholders

Name Quantity Share Type Value
CATHERINE WENDY YATES 1 ORDINARY 1.000000 GBP

Employees

SYNERGY WEALTH MANAGEMENT LIMITED currently employees 1 people. The management level consists of 100.00% of director level.

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Employee Seniority level Contacts Nationality Date of birth
Catherine Yates Director Director
catherine.*****@synergy.tppowered.com
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British 10-1954

Digital Insights

http://synergy.tppowered.com has a monthly web traffic of 0 visitors. Out of these visitor, 0 came from Organic search, 0 from direct links while 0 are referrals.

Competitors of SYNERGY WEALTH MANAGEMENT LIMITED

Company name Revenue Age Employees Industry Contacts
IHIM GROUP LIMITED - 12 - - -
CENTRAL BUILDING SOLUTIONS (UK) LIMITED - 12 - - -
DRAGON MORTGAGES LTD - 12 - - +44751******
DAVID CHAPMAN FINANCIAL SERVICES LTD 34,916.00 12 - - -
COUNTY FINANCIAL ADVICE LIMITED - 12 - - +44238******

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