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SYNERGY WEALTH MANAGEMENT LIMITED Active - Accounts FiledActivities of insurance agents and brokers (66220) |
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Company Profile
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.
Financials
According to SYNERGY WEALTH MANAGEMENT LIMITED latest financial report submitted on 2019-08-31,the company has Net Worth of £19,090.00.
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 | |
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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

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.
Digital Insights
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