Synergy Wealth Planning Limited in Braintree, CM7 3GB

Description

Data updated on: 01-11-2023

This particular Synergy Wealth Planning Limited company has been operating in this business field for at least 7 years, having launched in 2017. Registered with number 10938297, Synergy Wealth Planning was set up as a Private Limited Company with office in 3 Warners Mill, Braintree CM7 3GB. The firm's declared SIC number is 70221 meaning Financial management. 2022-08-31 is the last time company accounts were reported.

According to this specific enterprise's executives data, since August 2017 there have been two directors: Paul D. and Fiona D..

Executives who have control over the firm are as follows: Paul D. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights. Fiona D. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2018-08-31	2019-08-31	2020-08-31	2021-08-31	2022-08-31	2023-08-31
Currency

Balance Sheet
Current Assets	48 817	51 028	73 359	81 889	134 627	63 922
Net Assets Liabilities		38 405	57 515	61 110	117 057	66 852

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal	-1 908	-1 584	-1 608	-1 632	-1 662	-1 811
Average Number Employees During Period	2	4	4	4	4	4
Creditors	54 270	26 632	29 577	34 714	32 987	42 055
Fixed Assets	1 346	1 009	757	866	2 265	56 072
Net Current Assets Liabilities	8 372	38 980	58 366	61 876	116 454	54 646
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal	13 825	14 584	14 584	14 701	14 814	14 789
Total Assets Less Current Liabilities	9 718	39 989	59 123	62 742	118 719	110 718

Company staff

Paul D.

Role: Director

Appointed: 30 August 2017

Latest update: 4 April 2024

Fiona D.

Role: Director

Appointed: 30 August 2017

Latest update: 4 April 2024

People with significant control

Paul D.

Notified on 30 August 2017

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

Fiona D.

Notified on 30 August 2017

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	31 May 2024
Account last made up date	31 August 2022
Confirmation statement next due date	12 September 2024
Confirmation statement last made up date	29 August 2023

Annual Accounts
Start Date For Period Covered By Report	2017-08-30
End Date For Period Covered By Report	2018-08-31
Annual Accounts
Start Date For Period Covered By Report	2018-09-01
End Date For Period Covered By Report	2019-08-31
Annual Accounts
Start Date For Period Covered By Report	2019-09-01
End Date For Period Covered By Report	2020-08-31
Annual Accounts
Start Date For Period Covered By Report	2020-09-01
End Date For Period Covered By Report	2021-08-31
Annual Accounts
Start Date For Period Covered By Report	2021-09-01
End Date For Period Covered By Report	2022-08-31
Annual Accounts
Start Date For Period Covered By Report	2022-09-01
End Date For Period Covered By Report	2023-08-31

Synergy Wealth Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Paul D.

Fiona D.

People with significant control

Paul D.

Fiona D.

Accounts Documents

Company filings

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