{ "company_number": "SC316502", "name": "Synergy Financial Planning Limited", "url": "/company/SC316502", "status": "dissolved", "is_active": false, "company_type": "ltd", "incorporated_on": "2007-02-14", "dissolved_on": "2025-06-17", "sic_codes": [ { "code": "64999", "description": "Financial intermediation not elsewhere classified", "section": "K", "section_name": "Financial and insurance activities", "url": "/sic/64999" } ], "registered_address": { "id": 8231771, "url": "/address/8231771", "line1": "The Gatehouse Crosshill Road", "line2": "Bishopbriggs", "post_town": "Glasgow", "county": "", "country": "Scotland", "postcode": "G64 2QG" }, "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/SC316502", "previous_names": [ { "name": "Robert A Neely Ltd", "ceased_on": "2020-09-04" } ], "care_of": "", "po_box": "", "country_of_origin": "", "accounts": { "next_due": null, "last_made_up": null, "category": "", "filings": [ { "url": "/company/SC316502/accounts/2024-03-31", "pdf_url": "/company/SC316502/accounts/2024-03-31.pdf", "made_up_date": "2024-03-31", "period_start": "2024-03-31", "period_end": "2024-03-31", "entity_name": "Synergy Financial Planning Limited", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "117070.00", "debtors": "139232.00", "cash_bank_in_hand": "50809.00", "current_assets": "190041.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "66140.00", "total_assets_less_current_liabilities": "183210.00", "net_assets_liabilities": "115077.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "2000.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2024.zip" }, { "url": "/company/SC316502/accounts/2023-03-31", "pdf_url": "/company/SC316502/accounts/2023-03-31.pdf", "made_up_date": "2023-03-31", "period_start": "2023-03-31", "period_end": "2023-03-31", "entity_name": "Synergy Financial Planning Limited", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "305715.00", "debtors": "12805.00", "cash_bank_in_hand": "52745.00", "current_assets": "65550.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-11078.00", "total_assets_less_current_liabilities": "294637.00", "net_assets_liabilities": "113634.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "2000.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2023.zip" }, { "url": "/company/SC316502/accounts/2022-03-31", "pdf_url": "/company/SC316502/accounts/2022-03-31.pdf", "made_up_date": "2022-03-31", "period_start": "2022-03-31", "period_end": "2022-03-31", "entity_name": "Synergy Financial Planning Limited", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "166072.00", "debtors": "59953.00", "cash_bank_in_hand": "238393.00", "current_assets": "298346.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "170785.00", "total_assets_less_current_liabilities": "336857.00", "net_assets_liabilities": "146056.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "2000.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2022.zip" }, { "url": "/company/SC316502/accounts/2021-03-31", "pdf_url": "/company/SC316502/accounts/2021-03-31.pdf", "made_up_date": "2021-03-31", "period_start": "2021-03-31", "period_end": "2021-03-31", "entity_name": "Synergy Financial Planning Limited", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "190294.00", "debtors": "65686.00", "cash_bank_in_hand": "74005.00", "current_assets": "139691.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "10975.00", "total_assets_less_current_liabilities": "201269.00", "net_assets_liabilities": "107717.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "2000.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2021.zip" }, { "url": "/company/SC316502/accounts/2020-03-31", "pdf_url": "/company/SC316502/accounts/2020-03-31.pdf", "made_up_date": "2020-03-31", "period_start": "2020-03-31", "period_end": "2020-03-31", "entity_name": "Synergy Financial Planning Limited", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "195557.00", "debtors": "82582.00", "cash_bank_in_hand": "62422.00", "current_assets": "145004.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "58807.00", "total_assets_less_current_liabilities": "254364.00", "net_assets_liabilities": "144417.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "2000.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-October2020.zip" }, { "url": "/company/SC316502/accounts/2019-03-31", "pdf_url": "/company/SC316502/accounts/2019-03-31.pdf", "made_up_date": "2019-03-31", "period_start": "2019-03-31", "period_end": "2019-03-31", "entity_name": "Robert A. Neely Limited", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "441671.00", "debtors": "35105.00", "cash_bank_in_hand": "50504.00", "current_assets": "85609.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-44187.00", "total_assets_less_current_liabilities": "397484.00", "net_assets_liabilities": "164994.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "2000.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2019.zip" }, { "url": "/company/SC316502/accounts/2018-03-31", "pdf_url": "/company/SC316502/accounts/2018-03-31.pdf", "made_up_date": "2018-03-31", "period_start": "2018-03-31", "period_end": "2018-03-31", "entity_name": "Robert A. Neely Ltd", "dormant": false, "average_employees": "6.00", "tangible_fixed_assets": "380170.00", "debtors": null, "cash_bank_in_hand": "62798.00", "current_assets": null, "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-8978.00", "total_assets_less_current_liabilities": "371192.00", "net_assets_liabilities": "105790.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "1810.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2018.zip" }, { "url": "/company/SC316502/accounts/2017-03-31", "pdf_url": "/company/SC316502/accounts/2017-03-31.pdf", "made_up_date": "2017-03-31", "period_start": "2017-03-31", "period_end": "2017-03-31", "entity_name": "Robert A. Neely Ltd", "dormant": false, "average_employees": "6.00", "tangible_fixed_assets": "381098.00", "debtors": null, "cash_bank_in_hand": "48450.00", "current_assets": null, "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-23294.00", "total_assets_less_current_liabilities": "357804.00", "net_assets_liabilities": "61551.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "1810.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2017.zip" }, { "url": "/company/SC316502/accounts/2016-03-31", "pdf_url": "/company/SC316502/accounts/2016-03-31.pdf", "made_up_date": "2016-03-31", "period_start": "2016-03-31", "period_end": "2016-03-31", "entity_name": "Robert A. Neely Ltd", "dormant": false, "average_employees": null, "tangible_fixed_assets": "220616.00", "debtors": "4000.00", "cash_bank_in_hand": "43307.00", "current_assets": "47307.00", "creditors_due_within_one_year": "35870.00", "creditors_due_after_one_year": "145247.00", "net_current_assets_liabilities": "11437.00", "total_assets_less_current_liabilities": "232053.00", "net_assets_liabilities": "86806.00", "called_up_share_capital": "2000.00", "profit_loss_account_reserve": "84806.00", "shareholder_funds": "86806.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2016.zip" }, { "url": "/company/SC316502/accounts/2015-03-31", "pdf_url": "/company/SC316502/accounts/2015-03-31.pdf", "made_up_date": "2015-03-31", "period_start": "2015-03-31", "period_end": "2015-03-31", "entity_name": "Robert A. Neely Ltd", "dormant": false, "average_employees": null, "tangible_fixed_assets": "214234.00", "debtors": "2000.00", "cash_bank_in_hand": "28698.00", "current_assets": "30698.00", "creditors_due_within_one_year": "99610.00", "creditors_due_after_one_year": "70203.00", "net_current_assets_liabilities": "-68912.00", "total_assets_less_current_liabilities": "145322.00", "net_assets_liabilities": "75119.00", "called_up_share_capital": "2000.00", "profit_loss_account_reserve": "73119.00", "shareholder_funds": "75119.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2015.zip" }, { "url": "/company/SC316502/accounts/2014-03-31", "pdf_url": "/company/SC316502/accounts/2014-03-31.pdf", "made_up_date": "2014-03-31", "period_start": "2014-03-31", "period_end": "2014-03-31", "entity_name": "Robert A. Neely Ltd", "dormant": false, "average_employees": null, "tangible_fixed_assets": "137033.00", "debtors": "2000.00", "cash_bank_in_hand": "27896.00", "current_assets": "29896.00", "creditors_due_within_one_year": "42367.00", "creditors_due_after_one_year": "73741.00", "net_current_assets_liabilities": "-12471.00", "total_assets_less_current_liabilities": "124562.00", "net_assets_liabilities": "50821.00", "called_up_share_capital": "2000.00", "profit_loss_account_reserve": "48821.00", "shareholder_funds": "50821.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2014.zip" }, { "url": "/company/SC316502/accounts/2013-03-31", "pdf_url": "/company/SC316502/accounts/2013-03-31.pdf", "made_up_date": "2013-03-31", "period_start": "2013-03-31", "period_end": "2013-03-31", "entity_name": "Robert A. Neely Ltd", "dormant": false, "average_employees": null, "tangible_fixed_assets": "138567.00", "debtors": null, "cash_bank_in_hand": "16008.00", "current_assets": null, "creditors_due_within_one_year": "37240.00", "creditors_due_after_one_year": "77221.00", "net_current_assets_liabilities": "-21232.00", "total_assets_less_current_liabilities": "117335.00", "net_assets_liabilities": "40114.00", "called_up_share_capital": "1000.00", "profit_loss_account_reserve": "39114.00", "shareholder_funds": "40114.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2013.zip" }, { "url": "/company/SC316502/accounts/2012-03-31", "pdf_url": "/company/SC316502/accounts/2012-03-31.pdf", "made_up_date": "2012-03-31", "period_start": "2012-03-31", "period_end": "2012-03-31", "entity_name": "Robert A. Neely Ltd", "dormant": false, "average_employees": null, "tangible_fixed_assets": "138504.00", "debtors": null, "cash_bank_in_hand": "16940.00", "current_assets": "16940.00", "creditors_due_within_one_year": "36016.00", "creditors_due_after_one_year": "80633.00", "net_current_assets_liabilities": "-19076.00", "total_assets_less_current_liabilities": "119428.00", "net_assets_liabilities": "38795.00", "called_up_share_capital": "1000.00", "profit_loss_account_reserve": "37795.00", "shareholder_funds": "38795.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2012.zip" }, { "url": "/company/SC316502/accounts/2011-03-31", "pdf_url": "/company/SC316502/accounts/2011-03-31.pdf", "made_up_date": "2011-03-31", "period_start": "2011-03-31", "period_end": "2011-03-31", "entity_name": "Robert A. Neely Ltd.", "dormant": false, "average_employees": null, "tangible_fixed_assets": "138947.00", "debtors": "560.00", "cash_bank_in_hand": "23243.00", "current_assets": "23803.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-17861.00", "total_assets_less_current_liabilities": "121086.00", "net_assets_liabilities": "37056.00", "called_up_share_capital": "1000.00", "profit_loss_account_reserve": "36056.00", "shareholder_funds": "37056.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "xml", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2011.zip" }, { "url": "/company/SC316502/accounts/2010-03-31", "pdf_url": "/company/SC316502/accounts/2010-03-31.pdf", "made_up_date": "2010-03-31", "period_start": "2010-03-31", "period_end": "2010-03-31", "entity_name": "Robert A. Neely Ltd.", "dormant": false, "average_employees": null, "tangible_fixed_assets": "136798.00", "debtors": null, "cash_bank_in_hand": "21140.00", "current_assets": "21140.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-24123.00", "total_assets_less_current_liabilities": "112675.00", "net_assets_liabilities": "25195.00", "called_up_share_capital": "1000.00", "profit_loss_account_reserve": "24195.00", "shareholder_funds": "25195.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "xml", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2010.zip" }, { "url": "/company/SC316502/accounts/2009-03-31", "pdf_url": "/company/SC316502/accounts/2009-03-31.pdf", "made_up_date": "2009-03-31", "period_start": "2009-03-31", "period_end": "2009-03-31", "entity_name": "Robert A Neely Ltd", "dormant": false, "average_employees": null, "tangible_fixed_assets": "136712.00", "debtors": null, "cash_bank_in_hand": "18019.00", "current_assets": "18019.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-33087.00", "total_assets_less_current_liabilities": "103625.00", "net_assets_liabilities": "12074.00", "called_up_share_capital": "1000.00", "profit_loss_account_reserve": "11074.00", "shareholder_funds": "12074.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "xml", "parse_error": "", "source_zip": "Accounts_Monthly_Data-February2010.zip" } ], "pdf_only_filings": [ { "made_up_date": "2008-03-31", "filing_date": "2009-01-26", "form_type": "AAMD", "description": "accounts-amended-with-made-up-date", "paper_filed": true, "pdf_url": "/company/SC316502/accounts/2008-03-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/SC316502/filing-history/MjAyNDIxNDkwNmFkaXF6a2N4/document?format=pdf&download=0" } ], "filing_history_url": "https://find-and-update.company-information.service.gov.uk/company/SC316502/filing-history" }, "confirmation_statement": { "next_due": null, "last_made_up": null }, "officers": [], "psc": [ { "name": "Aab Wealth Limited", "kind": "corporate-entity-person-with-significant-control", "person_url": null, "controlling_company_url": "/company/SC386504", "natures_of_control": [ "ownership-of-shares-75-to-100-percent", "voting-rights-75-to-100-percent", "right-to-appoint-and-remove-directors" ], "notified_on": "2024-05-07", "ceased_on": null, "nationality": "", "country_of_residence": "", "source": "snapshot" }, { "name": "Mr David Neely", "kind": "individual-person-with-significant-control", "person_url": "/person/1211998", "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-75-to-100-percent" ], "notified_on": "2016-04-06", "ceased_on": "2024-05-07", "nationality": "British", "country_of_residence": "Scotland", "source": "snapshot" } ], "external_links": [], "provenance": { "source": "api", "first_seen_at": "2026-10-07T02:26:41.748823+00:00", "last_seen_snapshot": null, "retrieved_at": "2026-10-07T02:26:41.740831+00:00" }, "licence": "Open Government Licence v3.0", "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: Companies House." }