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Synergy Financial Planning Limited

Synergy Financial Planning Limited is a dissolved company incorporated on 14 February 2007 with the registered office located in Glasgow, Dunbartonshire. Synergy Financial Planning Limited was registered 18 years ago.
Status
Dissolved
Dissolved on 17 June 2025 (5 months ago)
Was 18 years old at the time of dissolution
Via voluntary strike-off
Company No
SC316502
Private limited company
Scottish Company
Age
18 years
Incorporated 14 February 2007
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 14 February 2025 (9 months ago)
Next confirmation dated 1 January 1970
Last change occurred 9 months ago
Accounts
Not Submitted
Awaiting first accounts
Address
The Gatehouse Crosshill Road
Bishopbriggs
Glasgow
G64 2QG
Scotland
Same address for the past 8 years
Telephone
01417721032
Email
Available in Endole App
People
Officers
7
Shareholders
1
Controllers (PSC)
1
Director • Director • Chartered Financial Planner • British • Lives in Scotland • Born in Jun 1982
Director • British • Lives in Scotland • Born in Dec 1965
Director • Chartered Financial Planner • British • Lives in Scotland • Born in Jan 1982
Director • Financial Adviser • British • Lives in UK • Born in Nov 1974
Director • Chartered Financial Planner • British • Lives in Scotland • Born in Aug 1974
Shareholders, PSCs & Group Structure
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Mutual Companies
Wealthflow Group Ltd
Vikki Venerus, Andrew Michael Dines, and 2 more are mutual people.
Active
Magus Private Wealth Limited
Vikki Venerus, Ian Campbell, and 1 more are mutual people.
Active
Magus Group Limited
Vikki Venerus, Ian Campbell, and 1 more are mutual people.
Active
Magus Tao Limited
Vikki Venerus, Ian Campbell, and 1 more are mutual people.
Active
Wealth Tracker Ltd
Vikki Venerus, Ian Campbell, and 1 more are mutual people.
Active
Manage My Wealth Ltd
Vikki Venerus, Ian Campbell, and 1 more are mutual people.
Active
Aab Wealth Limited
Andrew Michael Dines, Ian Campbell, and 1 more are mutual people.
Active
Integrity Financial Management Limited
Vikki Venerus and Ian Campbell are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£50.81K
Decreased by £1.94K (-4%)
Turnover
Unreported
Same as previous period
Employees
5
Same as previous period
Total Assets
£307.11K
Decreased by £64.15K (-17%)
Total Liabilities
-£192.03K
Decreased by £65.6K (-25%)
Net Assets
£115.08K
Increased by £1.44K (+1%)
Debt Ratio (%)
63%
Decreased by 6.86% (-10%)
Latest Activity
Voluntarily Dissolution
5 Months Ago on 17 Jun 2025
Voluntary Gazette Notice
7 Months Ago on 1 Apr 2025
Application To Strike Off
8 Months Ago on 20 Mar 2025
Confirmation Submitted
9 Months Ago on 18 Feb 2025
Mr Ian Campbell Details Changed
1 Year 2 Months Ago on 11 Sep 2024
Aab Wealth Limited (PSC) Appointed
1 Year 6 Months Ago on 7 May 2024
David Neely (PSC) Resigned
1 Year 6 Months Ago on 7 May 2024
Mr Andrew Michael Dines Appointed
1 Year 6 Months Ago on 7 May 2024
Mrs Vikki Venerus Appointed
1 Year 6 Months Ago on 7 May 2024
Mr Ian Campbell Appointed
1 Year 6 Months Ago on 7 May 2024
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Documents
Final Gazette dissolved via voluntary strike-off
Submitted on 17 Jun 2025
First Gazette notice for voluntary strike-off
Submitted on 1 Apr 2025
Application to strike the company off the register
Submitted on 20 Mar 2025
Statement of capital on 7 May 2024
Submitted on 25 Feb 2025
Confirmation statement made on 14 February 2025 with updates
Submitted on 18 Feb 2025
Director's details changed for Mr Ian Campbell on 11 September 2024
Submitted on 4 Oct 2024
Notification of Aab Wealth Limited as a person with significant control on 7 May 2024
Submitted on 7 Jun 2024
Appointment of Mr Ian Campbell as a director on 7 May 2024
Submitted on 6 Jun 2024
Resolutions
Submitted on 6 Jun 2024
Memorandum and Articles of Association
Submitted on 6 Jun 2024
Repayment History
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