Synergy Wealth Management Limited
07002314
Healthy
- No accounts filed in last 18 months (-5)
Details
Compliance
Last accounts
31/08/2025
micro entity
Next accounts due
31/05/2027
Confirmation statement
Last: 27/10/2025
Due 10/11/2026
Industry
Officers
Former
director · Resigned 27/08/2009
Persons with Significant Control
Ms Catherine Wendy Yates
British · Wales · Age 71
3, Eastland Close, Swansea, SA3 5NJ
Notified 06/04/2016
Change History
Active
Private Limited Company
3 EASTLAND CLOSE
SWANSEA
CompanyRankvs 1312+ SIC 66220 peers71
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
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 31/08/2024
Net Worth
£25k
Balance sheet strength
Cash
—
Cash in the bank
Net Current Assets
£26k
Working capital
Current Assets
£26k
Current Liabilities
£2k
Fixed Assets
£600
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2024 | 17.38 | -£6k |
| 2023 | 12.38 | +£4k |
| 2022 | 15.63 | +£4k |
| 2021 | 18.38 | +£1k |
| 2020 | 13.89 | +£3k |
| 2019 | 4.02 | -£1k |
| 2018 | 2.66 | — |
Derived from filed accounts. Not audited figures.