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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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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
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.
Get direct emails & phone numbers for senior executives working at «SYNERGY WEALTH MANAGEMENT LIMITED»
Build your list of contacts and filter them by job title seniority level, age nationality and export the list to XL, Salesforce or via API| 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.
