# Synergy Wealth Management Limited

## Details

- **Company number:** [07002314](https://find-and-update.company-information.service.gov.uk/company/07002314)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 27 Aug 2009
- **Registered office:** 3 EASTLAND CLOSE, WEST CROSS, SWANSEA, SA3 5NJ
- **Nature of business:** [66220](/sic/66220) Activities of insurance agents and brokers




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Ms Catherine Wendy Yates | ownership-of-shares-75-to-100-percent | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Aug 2025 | £25,329 | - | 1 |
| 31 Aug 2024 | £25,242 | - | 1 |
| 31 Aug 2023 | £31,464 | - | 1 |
| 31 Aug 2022 | £27,218 | - | 1 |
| 31 Aug 2021 | £23,037 | - | 1 |
| 31 Aug 2020 | £21,942 | - | 1 |
| 31 Aug 2019 | £19,090 | - | - |
| 31 Aug 2018 | £20,193 | - | - |
| 31 Aug 2017 | £16,070 | £13,318 | 0 |
| 31 Aug 2016 | £113 | £3,235 | - |
| 31 Aug 2015 | £559 | £6,099 | - |