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Life insurance · Pontyclun

Savvy Wealth Management

Savvy Wealth Management Ltd

ActiveLatest figures: 2025Abridged accountsCompany only15 years on the register

Private limited company registered in Pontyclun, classed under “Life insurance” and 1 other activity.

Headline figures

FY to Sept 2025 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

What the numbers say

2 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£20212022202320242025
Profit after tax—
Turnover
Net assets
Cash
Employees

Every figure for all 5 years

“—” means we did not find the figure in a source; it is never filled with an estimate.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2022202320242025
Fixed assets
Current assets
Creditors due within a year
Net current assets
Net assets
Ratios
Current ratioCurrent assets for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

5 balance-sheet lines and 2 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Questions people ask

›What does Savvy Wealth Management do?

Private limited company registered in Pontyclun, classed under “Life insurance” and 1 other activity.

›How much turnover does Savvy Wealth Management make?

Answered in the full report

›Is Savvy Wealth Management profitable?

Savvy Wealth Management's profit isn't public: small companies may file without a profit and loss account.

›How many people work at Savvy Wealth Management?

Answered in the full report

›Where is Savvy Wealth Management based?

Its registered office is 1 Parc Bryn Derwen, Llanharan, Pontyclun, CF72 9TT, in Pontyclun.

›When was Savvy Wealth Management founded?

Savvy Wealth Management Ltd was incorporated on 11 July 2011.

›Is Savvy Wealth Management still trading?

The register lists Savvy Wealth Management Ltd as active.

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