# Synergy Financial Planning Limited

## Details

- **Company number:** [SC316502](https://find-and-update.company-information.service.gov.uk/company/SC316502)
- **Status:** Dissolved
- **Type:** Private limited company
- **Incorporated:** 14 Feb 2007
- **Dissolved:** 17 Jun 2025
- **Registered office:** The Gatehouse Crosshill Road, Bishopbriggs, Glasgow, G64 2QG
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [S B L Carston Limited](/group/110224) (272 companies)


## 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 | - |



## Owned by

Synergy Financial Planning Limited → [AAB Wealth Limited](/company/SC386504) → [Pioneer Bidco Limited](/company/13639975) → [Seeker Bidco Ltd](/company/16544177) → [Seeker Midco Ltd](/company/16544173) → [Seeker Holdco Ltd](/company/16544174)