Founded in 2009, Synergy Wealth Management, classified under reg no. 07002314 is an active company. Currently registered at 3 Eastland Close SA3 5NJ, Swansea the company has been in the business for fifteen years. Its financial year was closed on August 31 and its latest financial statement was filed on 2022/08/31.
The firm has one director. Catherine Y., appointed on 27 August 2009. There are currently no secretaries appointed. As of 10 May 2024, there was 1 ex director - Graham S.. There were no ex secretaries.
| Office Address | 3 Eastland Close |
| Office Address2 | West Cross |
| Town | Swansea |
| Post code | SA3 5NJ |
| Country of origin | United Kingdom |
| Registration Number | 07002314 |
| Date of Incorporation | Thu, 27th Aug 2009 |
| Industry | Activities of insurance agents and brokers |
| End of financial Year | 31st August |
| Company age | 15 years old |
| Account next due date | Fri, 31st May 2024 (21 days left) |
| Account last made up date | Wed, 31st Aug 2022 |
| Next confirmation statement due date | Tue, 10th Sep 2024 (2024-09-10) |
| Last confirmation statement dated | Sun, 27th Aug 2023 |
Position: Director
Appointed: 27 August 2009
The list of persons with significant control that own or have control over the company consists of 1 name. As we identified, there is Catherine Y. This PSC and has 75,01-100% shares.
Catherine Y.
| Notified on | 6 April 2016 |
| Nature of control: |
75,01-100% shares |
| Profit & Loss | ||||||||
|---|---|---|---|---|---|---|---|---|
| Accounts Information Date | 2015-08-31 | 2016-08-31 | 2017-08-31 | 2018-08-31 | 2019-08-31 | 2020-08-31 | 2021-08-31 | 2022-08-31 |
| Net Worth | 559 | 113 | ||||||
| Balance Sheet | ||||||||
| Cash Bank On Hand | 3 235 | 13 318 | ||||||
| Current Assets | 3 235 | 20 018 | 32 366 | 25 415 | 23 105 | 24 098 | 28 523 | |
| Debtors | 6 700 | |||||||
| Net Assets Liabilities | 113 | 16 070 | 20 193 | 19 090 | 21 942 | 23 037 | 27 218 | |
| Property Plant Equipment | 126 | 18 | ||||||
| Cash Bank In Hand | 6 099 | 3 235 | ||||||
| Net Assets Liabilities Including Pension Asset Liability | 559 | 113 | ||||||
| Tangible Fixed Assets | 234 | 126 | ||||||
| Reserves/Capital | ||||||||
| Called Up Share Capital | 1 | 1 | ||||||
| Profit Loss Account Reserve | 558 | 112 | ||||||
| Shareholder Funds | 559 | 113 | ||||||
| Other | ||||||||
| Accumulated Depreciation Impairment Property Plant Equipment | 954 | 1 062 | ||||||
| Creditors | 3 248 | 3 966 | 12 173 | 6 325 | 1 663 | 1 311 | 1 825 | |
| Increase From Depreciation Charge For Year Property Plant Equipment | 108 | |||||||
| Net Current Assets Liabilities | 325 | -13 | 16 052 | 20 193 | 19 090 | 21 442 | 22 787 | 26 698 |
| Nominal Value Allotted Share Capital | 1 | 1 | ||||||
| Number Shares Allotted | 1 | 1 | 1 | |||||
| Other Creditors | 3 082 | 6 | ||||||
| Par Value Share | 1 | 1 | 1 | |||||
| Property Plant Equipment Gross Cost | 1 080 | 1 080 | ||||||
| Taxation Social Security Payable | 166 | 3 960 | ||||||
| Trade Debtors Trade Receivables | 6 700 | |||||||
| Average Number Employees During Period | 1 | 1 | 1 | 1 | ||||
| Fixed Assets | 18 | 500 | 250 | 520 | ||||
| Total Assets Less Current Liabilities | 16 070 | 20 193 | 19 090 | 21 942 | 23 037 | 27 218 | ||
| Creditors Due Within One Year | 5 774 | 3 248 | ||||||
| Share Capital Allotted Called Up Paid | 1 | 1 | ||||||
| Tangible Fixed Assets Cost Or Valuation | 1 080 | 1 080 | ||||||
| Tangible Fixed Assets Depreciation | 846 | 954 | ||||||
| Tangible Fixed Assets Depreciation Charged In Period | 108 | 108 | ||||||
| Type | Category | Free download | |
|---|---|---|---|
| CS01 |
Confirmation statement with no updates 2023/08/27 filed on: 29th, August 2023 |
confirmation statement | Free Download (3 pages) |
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