The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 1
  • Yates, Catherine Wendy
    Director born in October 1954
    Individual (3 offsprings)
    Officer
    2009-08-27 ~ now
    OF - Director → CIF 0
    Ms Catherine Wendy Yates
    Born in October 1954
    Individual (3 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
Ceased 1
  • Stephens, Graham Robertson
    Managing Director born in January 1950
    Individual (16 offsprings)
    Officer
    2009-08-27 ~ 2009-08-27
    OF - Director → CIF 0
parent relation
Company in focus

SYNERGY WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
66220 - Activities Of Insurance Agents And Brokers
Brief company account
Fixed Assets
520 GBP2022-08-31
Current Assets
34,230 GBP2023-08-31
28,523 GBP2022-08-31
Creditors
Amounts falling due within one year
-2,766 GBP2023-08-31
-1,825 GBP2022-08-31
Net Current Assets/Liabilities
31,464 GBP2023-08-31
26,698 GBP2022-08-31
Total Assets Less Current Liabilities
31,464 GBP2023-08-31
27,218 GBP2022-08-31
Net Assets/Liabilities
31,464 GBP2023-08-31
27,218 GBP2022-08-31
Equity
31,464 GBP2023-08-31
27,218 GBP2022-08-31
Average Number of Employees
12022-09-01 ~ 2023-08-31
12021-09-01 ~ 2022-08-31

  • SYNERGY WEALTH MANAGEMENT LIMITED
    Info
    Registered number 07002314
    3 Eastland Close, West Cross, Swansea SA3 5NJ
    Private Limited Company incorporated on 2009-08-27 (15 years 10 months). The company status is Active.
    The last date of confirmation statement was made at 2024-11-11
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.