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Synergy Wealth Planning Limited

Synergy Wealth Planning Limited is an active company incorporated on 30 August 2017 with the registered office located in Braintree, Essex. Synergy Wealth Planning Limited was registered 8 years ago.
Status
Active
Active since incorporation
Company No
10938297
Private limited company
Age
8 years
Incorporated 30 August 2017
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 29 August 2025 (2 months ago)
Next confirmation dated 29 August 2026
Due by 12 September 2026 (10 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 Sep31 Aug 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 August 2025
Due by 31 May 2026 (6 months remaining)
Address
3 Warners Mill
Silks Way
Braintree
Essex
CM7 3GB
United Kingdom
Same address since incorporation
Telephone
Unreported
Email
Unreported
Website
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • British • Lives in UK • Born in Jul 1968
Director • British • Lives in UK • Born in Feb 1964
Mr Paul Andrew Davey
PSC • British • Lives in UK • Born in Feb 1964
Mrs Fiona Andrew Davey
PSC • British • Lives in UK • Born in Jul 1968
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2018–2024)
Period Ended
31 Aug 2024
For period 31 Aug31 Aug 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
3
Decreased by 1 (-25%)
Total Assets
£118.23K
Decreased by £16.55K (-12%)
Total Liabilities
-£72.12K
Increased by £4.19K (+6%)
Net Assets
£46.11K
Decreased by £20.74K (-31%)
Debt Ratio (%)
61%
Increased by 10.6% (+21%)
Latest Activity
Confirmation Submitted
2 Months Ago on 4 Sep 2025
Mrs Fiona Davey (PSC) Details Changed
3 Months Ago on 17 Jul 2025
Mr Paul Andrew Davey (PSC) Details Changed
3 Months Ago on 17 Jul 2025
Mrs Fiona Davey Details Changed
3 Months Ago on 17 Jul 2025
Mr Paul Andrew Davey Details Changed
3 Months Ago on 17 Jul 2025
Micro Accounts Submitted
5 Months Ago on 19 May 2025
Confirmation Submitted
1 Year 2 Months Ago on 2 Sep 2024
Micro Accounts Submitted
1 Year 9 Months Ago on 5 Feb 2024
Confirmation Submitted
2 Years 2 Months Ago on 31 Aug 2023
Mr Paul Andrew Davey (PSC) Details Changed
8 Years Ago on 30 Aug 2017
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Documents
Change of details for Mr Paul Andrew Davey as a person with significant control on 30 August 2017
Submitted on 5 Sep 2025
Confirmation statement made on 29 August 2025 with no updates
Submitted on 4 Sep 2025
Change of details for Mr Paul Andrew Davey as a person with significant control on 17 July 2025
Submitted on 2 Sep 2025
Change of details for Mrs Fiona Davey as a person with significant control on 17 July 2025
Submitted on 2 Sep 2025
Director's details changed for Mrs Fiona Davey on 17 July 2025
Submitted on 17 Jul 2025
Director's details changed for Mr Paul Andrew Davey on 17 July 2025
Submitted on 17 Jul 2025
Micro company accounts made up to 31 August 2024
Submitted on 19 May 2025
Confirmation statement made on 29 August 2024 with no updates
Submitted on 2 Sep 2024
Micro company accounts made up to 31 August 2023
Submitted on 5 Feb 2024
Confirmation statement made on 29 August 2023 with no updates
Submitted on 31 Aug 2023
Repayment History
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