Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 2 April 2026
- Conf. stmt due
- 12 September 2027
- Last conf. stmt
- 29 August 2026
Synergy Wealth Planning Limited
- Incorporated
- 30 August 2017 (9 years)
- Industry
- Financial management (70221)
- Owned by
- Mwa Financial Ltd
- Accounts type
- Total exemption full
- Region
- South East
- Address
- Bramble House Wickham RoadFurzehall FarmFarehamPO16 7JH
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Mwa Financial Ltd
Corporate entity · Notified 2 April 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Former controllers (2)
2 April 2026
Ceased Paul Andrew Davey — Owns 50–75% of shares
2 April 2026
Ceased Fiona Andrew Davey — Owns 25–50% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 2 April 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £37,173
- Employees
- 2
- Debt Ratio
- 53%
- Current Ratio
- 1.2x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £33,195 | £42,459 | £56,072 | £2,265 | £866 | £757 |
| Current Assets | £45,653 | £60,232 | £63,922 | £134,627 | £81,889 | £73,359 |
| Creditors (< 1 year) | £38,482 | £36,911 | £32,987 | £34,714 | £29,577 | |
| Creditors (> 1 year) | £24,966 | £33,382 | ||||
| Net Current Assets | £30,816 | £38,864 | £54,646 | £116,454 | £61,876 | £58,366 |
| Net Assets | £37,173 | £46,112 | £66,852 | £117,057 | £61,110 | £57,515 |
| Shareholder Funds | £37,173 | £46,112 | £66,852 | £117,057 | £61,110 | £57,515 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 7 September 2026 | Confirmation statement with updates | 29 August 2026 | ||
| 26 August 2026 | Total exemption full accounts | 2 April 2026 | ||
| 21 April 2026 | Appointment of a director | |||
| 20 April 2026 | Previous accounting period shortened | |||
| 16 April 2026 | Registered office address changed |
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