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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers 5
  • 1
    Rosengarten, Edward
    Born in February 1968
    Individual (38 offsprings)
    Officer
    2026-04-02 ~ now
    OF - Director → CIF 0
  • 2
    Banks, Dean Campbell
    Born in May 1973
    Individual (17 offsprings)
    Officer
    2026-04-02 ~ now
    OF - Director → CIF 0
  • 3
    Davey, Fiona
    Born in July 1968
    Individual (1 offspring)
    Officer
    2017-08-30 ~ 2026-04-02
    OF - Director → CIF 0
    Mrs Fiona Andrew Davey
    Born in July 1968
    Individual (1 offspring)
    Person with significant control
    2017-08-30 ~ 2026-04-02
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 4
    Davey, Paul Andrew
    Born in February 1964
    Individual (3 offsprings)
    Officer
    2017-08-30 ~ 2026-04-02
    OF - Director → CIF 0
    Mr Paul Andrew Davey
    Born in February 1964
    Individual (3 offsprings)
    Person with significant control
    2017-08-30 ~ 2026-04-02
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
    PE - Ownership of voting rights - More than 50% but less than 75%CIF 0
  • 5
    MWA FINANCIAL LTD
    12970693
    Bramble House, Wickham Road, Furzehall Farm, Fareham, England
    Active Corporate (5 parents, 8 offsprings)
    Person with significant control
    2026-04-02 ~ now
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
parent relation
Company in focus

SYNERGY WEALTH PLANNING LIMITED

Period: 2017-08-30 ~ now
Company number: 10938297
Registered name
SYNERGY WEALTH PLANNING LIMITED - now
Standard Industrial Classification
70221 - Financial Management
Brief company account
Fixed Assets
33,195 GBP2025-08-31
42,459 GBP2024-08-31
Current Assets
45,653 GBP2025-08-31
60,233 GBP2024-08-31
Net Current Assets/Liabilities
30,816 GBP2025-08-31
38,864 GBP2024-08-31
Total Assets Less Current Liabilities
64,011 GBP2025-08-31
81,323 GBP2024-08-31
Net Assets/Liabilities
37,173 GBP2025-08-31
46,112 GBP2024-08-31
Equity
37,173 GBP2025-08-31
46,112 GBP2024-08-31
Average Number of Employees
22024-09-01 ~ 2025-08-31
32023-09-01 ~ 2024-08-31

  • SYNERGY WEALTH PLANNING LIMITED
    Info
    Registered number 10938297
    Bramble House Wickham Road, Furzehall Farm, Fareham PO16 7JH
    PRIVATE LIMITED COMPANY incorporated on 2017-08-30 (8 years 9 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-08-29
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.