Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 20 October 2027
- Last conf. stmt
- 6 October 2026
Synergy Wealth Management Limited
- Incorporated
- 27 August 2009 (17 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Catherine Wendy Yates
- Owned by
- Catherine Wendy Yates
- Accounts type
- Micro entity
- Region
- Wales
- Address
- 3 Eastland CloseWest CrossSwanseaSA3 5NJ
Officers 1 active
Officer details are public data from the Companies House register.
Yates, Catherine Wendy
Director · Appointed 27 August 2009
British
Born October 1954 (72)
Officer history (1 former)
27 August 2009
Appointed Yates, Catherine Wendy as Director
27 August 2009
27 August 2009
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Catherine Wendy Yates
Individual · Notified 6 April 2016
Owns 75–100% of shares
British
Born October 1954 (72)
Financials
Balance sheet as at 31 August 2025 · micro entity accounts
- Net Assets
- £25,329
- Employees
- 1
- Debt Ratio
- 7%
- Current Ratio
- 13.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £920 | £600 | £0 | £520 | £250 | £500 | |
| Current Assets | £26,382 | £26,146 | £34,230 | £28,523 | £24,098 | £23,105 | £25,415 |
| Creditors (< 1 year) | £1,973 | £2,766 | £1,825 | £1,311 | £1,663 | £6,325 | |
| Creditors (> 1 year) | £1,504 | ||||||
| Net Current Assets | £24,409 | £26,146 | £31,464 | £26,698 | £22,787 | £21,442 | £19,090 |
| Net Assets | £25,329 | £25,242 | £31,464 | £27,218 | £23,037 | £21,942 | £19,090 |
| Shareholder Funds | £25,329 | £25,242 | £31,464 | £27,218 | £23,037 | £21,942 | £19,090 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 May 2026 | Micro company accounts | 31 August 2025 | ||
| 27 October 2025 | Confirmation statement with no updates | 27 October 2025 | ||
| 14 May 2025 | Micro company accounts | 31 August 2024 | ||
| 11 November 2024 | Confirmation statement with no updates | 11 November 2024 | ||
| 29 August 2024 | Confirmation statement with no updates | 27 August 2024 |
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