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Synergy Wealth Management Limited

07002314

active
ltd
england wales
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

3 Eastland Close, West Cross, Swansea, SA3 5NJ
Incorporated 27/08/2009

Compliance

Last accounts

31/08/2025

micro entity

Next accounts due

31/05/2027

On track

Confirmation statement

Last: 27/10/2025

Due 10/11/2026

On track

Industry

66220
Activities of insurance agents and brokers

Officers

Catherine Wendy Yates

director · Since 27/08/2009

British · United Kingdom · Age 71

Persons with Significant Control

Ms Catherine Wendy Yates

75–100% shares

British · Wales · Age 71

3, Eastland Close, Swansea, SA3 5NJ

Notified 06/04/2016

Change History

statusactive
2026-06-04

Active

typeltd
2026-06-04

Private Limited Company

address line13 Eastland Close
2026-06-04

3 EASTLAND CLOSE

post townSwansea
2026-06-04

SWANSEA

CompanyRankvs 1300+ SIC 66220 peers
71

Financial strength63th percentile among SIC peers · 16/25
Employees30th percentile among SIC peers · 5/15
LiquidityCurrent ratio 13.37× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength16/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees5/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/08/2025

Net Worth

£25k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£24k

Working capital

Current Assets

£26k

Current Liabilities

£2k

Fixed Assets

£920

1avg. employees

Balance Sheet

Assets less current liabilities£25k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
202513.37+£87
202417.38-£6k
202312.38

Derived from filed accounts. Not audited figures.