Synergy Financial Planning Limited
- Company number
- SC316502
- Status
- Dissolved
- Type
- Private Limited Company
- Incorporated
- 14 Feb 2007
- Dissolved
- 17 Jun 2025
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- S B L Carston Limited (272 companies)
Registered office
Previous names
- Robert A Neely Ltd (until 4 Sep 2020)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Aab Wealth Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
7 May 2024 | |
| Mr David Neely | Ownership Of Shares 75 To 100 Percent | 6 Apr 2016 | 7 May 2024 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2024 | £115,077 | £50,809 | 5 |
| 31 Mar 2023 | £113,634 | £52,745 | 5 |
| 31 Mar 2022 | £146,056 | £238,393 | 5 |
| 31 Mar 2021 | £107,717 | £74,005 | 5 |
| 31 Mar 2020 | £144,417 | £62,422 | 5 |
| 31 Mar 2019 | £164,994 | £50,504 | 5 |
| 31 Mar 2018 | £105,790 | £62,798 | 6 |
| 31 Mar 2017 | £61,551 | £48,450 | 6 |
| 31 Mar 2016 | £86,806 | £43,307 | - |
| 31 Mar 2015 | £75,119 | £28,698 | - |
| 31 Mar 2014 | £50,821 | £27,896 | - |
| 31 Mar 2013 | £40,114 | £16,008 | - |
| 31 Mar 2012 | £38,795 | £16,940 | - |
| 31 Mar 2011 | £37,056 | £23,243 | - |
| 31 Mar 2010 | £25,195 | £21,140 | - |
| 31 Mar 2009 | £12,074 | £18,019 | - |
| 31 Mar 2008 | - | - | - |
Connections
Owned by
Synergy Financial Planning Limited → AAB Wealth Limited → Pioneer Bidco Limited → Seeker Bidco Ltd → Seeker Midco Ltd → Seeker Holdco Ltd