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Companies House/Fareham/Company profile

SYNERGY WEALTH PLANNING LIMITED

Active
10938297·incorporated 2017-08-30

SYNERGY WEALTH PLANNING LIMITED is an active UK private limited company, incorporated on 30 August 2017 at Companies House (number 10938297; OpenRegistry canonical ID GB-10938297-synergy-wealth-planning-limited). Sophymarine's OpenRegistry classifies it under SIC 70221 (Financial management), one of 16,216 active UK entities in that code and one of 9,681 active companies registered in Fareham (postcode PO16). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2017-08-30
Registered Address
BRAMBLE HOUSE WICKHAM ROAD, FURZEHALL FARM, FAREHAM, PO16 7JH, ENGLAND
SIC
70221 — Financial management
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

Check financials of SYNERGY WEALTH PLANNING LIMITED

Filings

Check filing history of SYNERGY WEALTH PLANNING LIMITED

Accounts

Last filed accounts made up to 2025-08-31. Next accounts due 2026-12-31. Financial year-end: 31/03. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-08-29. Next confirmation statement due 2026-09-12.

Persons with significant control

SYNERGY WEALTH PLANNING LIMITED has 1 person with significant control on file:

  • Mwa Financial Ltd. Notified 2026-04-02.
    • Owns 75% or more of shares
    • Holds 75% or more of voting rights
    • Has the right to appoint and remove directors

2 historical PSC records have ceased:

  • Mr Paul Andrew Davey born 1964 resident in United Kingdom, British national. Notified 2017-08-30. Ceased 2026-04-02.
    • Owns 50–75% of shares
    • Holds 50–75% of voting rights
  • Mrs Fiona Andrew Davey born 1968 resident in United Kingdom, British national. Notified 2017-08-30. Ceased 2026-04-02.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

Similar UK companies

Other companies registered under SIC 70221 (Financial management):

Other companies registered in Fareham:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/10938297.

Source: Companies House Free Company Data, refreshed 2026-06-06. Official record: find-and-update.company-information.service.gov.uk.