synergia wealth ltd
synergia wealth ltd Company Information
Company Number
08958839
Next Accounts
Jun 2025
Directors
Shareholders
susannah moseley-gray
Group Structure
View All
Industry
Other activities auxiliary to financial services, except insurance and pension funding
Registered Address
new barn blithbury road, rugeley, WS15 3HN
Website
-synergia wealth ltd Estimated Valuation
Pomanda estimates the enterprise value of SYNERGIA WEALTH LTD at £249.5k based on a Turnover of £329k and 0.76x industry multiple (adjusted for size and gross margin).
synergia wealth ltd Estimated Valuation
Pomanda estimates the enterprise value of SYNERGIA WEALTH LTD at £0 based on an EBITDA of £-74 and a 3.46x industry multiple (adjusted for size and gross margin).
synergia wealth ltd Estimated Valuation
Pomanda estimates the enterprise value of SYNERGIA WEALTH LTD at £154k based on Net Assets of £69.3k and 2.22x industry multiple (adjusted for liquidity).
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Synergia Wealth Ltd Overview
Synergia Wealth Ltd is a live company located in rugeley, WS15 3HN with a Companies House number of 08958839. It operates in the activities auxiliary to financial intermediation n.e.c. sector, SIC Code 66190. Founded in March 2014, it's largest shareholder is susannah moseley-gray with a 100% stake. Synergia Wealth Ltd is a established, micro sized company, Pomanda has estimated its turnover at £329k with rapid growth in recent years.
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Synergia Wealth Ltd Health Check
Pomanda's financial health check has awarded Synergia Wealth Ltd a 2 rating. We use a traffic light system to show it exceeds the industry average on 1 measures and has 3 areas for improvement. Company Health Check FAQs
1 Strong
4 Regular
3 Weak
Size
annual sales of £329k, make it smaller than the average company (£3.6m)
- Synergia Wealth Ltd
£3.6m - Industry AVG
Growth
3 year (CAGR) sales growth of 66%, show it is growing at a faster rate (7.9%)
- Synergia Wealth Ltd
7.9% - Industry AVG
Production
with a gross margin of 70.7%, this company has a comparable cost of product (70.7%)
- Synergia Wealth Ltd
70.7% - Industry AVG
Profitability
an operating margin of -21.8% make it less profitable than the average company (8.1%)
- Synergia Wealth Ltd
8.1% - Industry AVG
Employees
with 2 employees, this is below the industry average (9)
2 - Synergia Wealth Ltd
9 - Industry AVG
Pay Structure
on an average salary of £70.7k, the company has an equivalent pay structure (£70.7k)
- Synergia Wealth Ltd
£70.7k - Industry AVG
Efficiency
resulting in sales per employee of £164.5k, this is equally as efficient (£164.5k)
- Synergia Wealth Ltd
£164.5k - Industry AVG
Debtor Days
There is insufficient data available for this Key Performance Indicator!
- Synergia Wealth Ltd
- - Industry AVG
Creditor Days
There is insufficient data available for this Key Performance Indicator!
- Synergia Wealth Ltd
- - Industry AVG
Stock Days
There is insufficient data available for this Key Performance Indicator!
- Synergia Wealth Ltd
- - Industry AVG
Cash Balance
There is insufficient data available for this Key Performance Indicator!
- - Synergia Wealth Ltd
- - Industry AVG
Debt Level
it has a ratio of liabilities to total assets of 74.4%, this is a similar level of debt than the average (69.7%)
74.4% - Synergia Wealth Ltd
69.7% - Industry AVG
SYNERGIA WEALTH LTD financials
Synergia Wealth Ltd's latest turnover from September 2023 is estimated at £329 thousand and the company has net assets of £69.3 thousand. According to their latest financial statements, Synergia Wealth Ltd has 2 employees and maintains cash reserves of £1.4 thousand as reported in the balance sheet.
Data source: Companies House, Pomanda Estimates
| Sep 2023 | Sep 2022 | Sep 2021 | Sep 2020 | Sep 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | |
|---|---|---|---|---|---|---|---|---|---|
| Turnover | |||||||||
| Other Income Or Grants | |||||||||
| Cost Of Sales | |||||||||
| Gross Profit | |||||||||
| Admin Expenses | |||||||||
| Operating Profit | |||||||||
| Interest Payable | |||||||||
| Interest Receivable | |||||||||
| Pre-Tax Profit | |||||||||
| Tax | |||||||||
| Profit After Tax | |||||||||
| Dividends Paid | |||||||||
| Retained Profit | |||||||||
| Employee Costs | |||||||||
| Number Of Employees | 2 | 1 | 1 | 1 | 1 | 1 | |||
| EBITDA* |
* Earnings Before Interest, Tax, Depreciation and Amortisation
| Sep 2023 | Sep 2022 | Sep 2021 | Sep 2020 | Sep 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | |
|---|---|---|---|---|---|---|---|---|---|
| Tangible Assets | 324,374 | 391,763 | 498,601 | 569,826 | 641,076 | ||||
| Intangible Assets | 109,473 | 181,081 | 252,690 | ||||||
| Investments & Other | 76 | 76 | 76 | ||||||
| Debtors (Due After 1 year) | |||||||||
| Total Fixed Assets | 109,549 | 181,157 | 252,766 | 324,374 | 391,763 | 498,601 | 569,826 | 641,076 | |
| Stock & work in progress | |||||||||
| Trade Debtors | 424 | 424 | 424 | 424 | 424 | ||||
| Group Debtors | 159,293 | 159,293 | |||||||
| Misc Debtors | |||||||||
| Cash | 1,425 | 1,425 | 424 | ||||||
| misc current assets | |||||||||
| total current assets | 160,718 | 160,718 | 424 | 424 | 424 | 424 | 424 | 424 | |
| total assets | 270,267 | 341,875 | 253,190 | 324,798 | 392,187 | 499,025 | 570,250 | 641,500 | |
| Bank overdraft | |||||||||
| Bank loan | |||||||||
| Trade Creditors | 40,707 | 175,685 | 245,161 | 274,451 | 170,000 | ||||
| Group/Directors Accounts | 40,707 | ||||||||
| other short term finances | |||||||||
| hp & lease commitments | |||||||||
| other current liabilities | |||||||||
| total current liabilities | 40,707 | 40,707 | 175,685 | 245,161 | 274,451 | 170,000 | |||
| loans | |||||||||
| hp & lease commitments | |||||||||
| Accruals and Deferred Income | |||||||||
| other liabilities | 201,001 | 201,001 | 121,892 | 246,875 | 399,493 | ||||
| provisions | |||||||||
| total long term liabilities | 201,001 | 201,001 | 121,892 | 246,875 | 399,493 | ||||
| total liabilities | 201,001 | 201,001 | 40,707 | 40,707 | 175,685 | 367,053 | 521,326 | 569,493 | |
| net assets | 69,266 | 140,874 | 212,483 | 284,091 | 216,502 | 131,972 | 48,924 | 72,007 | |
| total shareholders funds | 69,266 | 140,874 | 212,483 | 284,091 | 216,502 | 131,972 | 48,924 | 72,007 |
| Sep 2023 | Sep 2022 | Sep 2021 | Sep 2020 | Sep 2019 | Mar 2018 | Mar 2017 | Mar 2016 | Mar 2015 | |
|---|---|---|---|---|---|---|---|---|---|
| Operating Activities | |||||||||
| Operating Profit | |||||||||
| Depreciation | |||||||||
| Amortisation | 71,608 | 71,609 | |||||||
| Tax | |||||||||
| Stock | |||||||||
| Debtors | 159,293 | -424 | 424 | ||||||
| Creditors | -40,707 | -134,978 | -69,476 | -29,290 | 104,451 | 170,000 | |||
| Accruals and Deferred Income | |||||||||
| Deferred Taxes & Provisions | |||||||||
| Cash flow from operations | |||||||||
| Investing Activities | |||||||||
| capital expenditure | |||||||||
| Change in Investments | 76 | ||||||||
| cash flow from investments | |||||||||
| Financing Activities | |||||||||
| Bank loans | |||||||||
| Group/Directors Accounts | -40,707 | 40,707 | |||||||
| Other Short Term Loans | |||||||||
| Long term loans | |||||||||
| Hire Purchase and Lease Commitments | |||||||||
| other long term liabilities | 201,001 | -121,892 | -124,983 | -152,618 | 399,493 | ||||
| share issue | |||||||||
| interest | |||||||||
| cash flow from financing | |||||||||
| cash and cash equivalents | |||||||||
| cash | 1,001 | 424 | |||||||
| overdraft | |||||||||
| change in cash | 1,001 | 424 |
synergia wealth ltd Credit Report and Business Information
Synergia Wealth Ltd Competitor Analysis
Perform a competitor analysis for synergia wealth ltd by selecting its closest rivals, whether from the FINANCIAL AND INSURANCE ACTIVITIES sector, other micro companies, companies in WS15 area or any other competitors across 12 key performance metrics.
synergia wealth ltd Ownership
SYNERGIA WEALTH LTD group structure
Synergia Wealth Ltd has no subsidiary companies.
Ultimate parent company
SYNERGIA WEALTH LTD
08958839
synergia wealth ltd directors
Synergia Wealth Ltd currently has 1 director, Mrs Susannah Moseley-Gray serving since Mar 2014.
| officer | country | age | start | end | role |
|---|---|---|---|---|---|
| Mrs Susannah Moseley-Gray | England | 47 years | Mar 2014 | - | Director |
P&L
September 2023turnover
329k
+116%
operating profit
-71.7k
0%
gross margin
70.8%
-12.62%
turnover
Turnover, or revenue, is the amount of sales generated by a company within the financial year.
Balance Sheet
September 2023net assets
69.3k
-0.51%
total assets
270.3k
-0.21%
cash
1.4k
0%
net assets
Total assets minus all liabilities
synergia wealth ltd company details
company number
08958839
Type
Private limited with Share Capital
industry
66190 - Other activities auxiliary to financial services, except insurance and pension funding
incorporation date
March 2014
age
11
incorporated
UK
ultimate parent company
accounts
Total Exemption Full
last accounts submitted
September 2023
previous names
N/A
accountant
CELERICA LTD
auditor
-
address
new barn blithbury road, rugeley, WS15 3HN
Bank
-
Legal Advisor
-
synergia wealth ltd Charges & Mortgages
A charge, or mortgage, refers to the rights a company gives to a lender in return for a loan, often in the form of security given over business assets.
We did not find charges/mortgages relating to synergia wealth ltd.
synergia wealth ltd Capital Raised & Share Issues BETA
When a company issues new shares, e.g. to new investors following a funding round, it is required to notify Companies House within one month of making an allotment of shares.
Click to start generating capital raising & share issue transactions for SYNERGIA WEALTH LTD. This can take several minutes, an email will notify you when this has completed.
synergia wealth ltd Companies House Filings - See Documents
| date | description | view/download |
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