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
Active 6
  • 1
    Neely, David
    Financial Adviser born in November 1974
    Individual (2 offsprings)
    Officer
    2007-02-14 ~ now
    OF - Director → CIF 0
  • 2
    Campbell, Ian
    Chartered Financial Planner born in January 1982
    Individual (4 offsprings)
    Officer
    2024-05-07 ~ now
    OF - Director → CIF 0
  • 3
    Venerus, Vikki
    Chartered Financial Planner born in August 1974
    Individual (5 offsprings)
    Officer
    2024-05-07 ~ now
    OF - Director → CIF 0
  • 4
    Dines, Andrew Michael
    Chartered Financial Planner born in June 1982
    Individual (4 offsprings)
    Officer
    2024-05-07 ~ now
    OF - Director → CIF 0
  • 5
    Dempster, Lynn
    Director born in December 1965
    Individual (2 offsprings)
    Officer
    2021-08-05 ~ now
    OF - Director → CIF 0
  • 6
    ANDERSON ANDERSON & BROWN WEALTH LIMITED - 2023-11-13
    Kingshill View, Kingswells Causeway, Prime Four Business Park, Kingswells, Aberdeen, Scotland
    Active Corporate (8 parents, 3 offsprings)
    Person with significant control
    2024-05-07 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
Ceased 5
  • 1
    Mr David Neely
    Born in November 1974
    Individual (2 offsprings)
    Person with significant control
    2016-04-06 ~ 2024-05-07
    PE - Ownership of shares – 75% or moreCIF 0
  • 2
    Neely, Margaret
    Individual
    Officer
    2007-02-14 ~ 2024-05-07
    OF - Secretary → CIF 0
  • 3
    Neely, Robert Agnew
    Financial Adviser born in January 1942
    Individual
    Officer
    2007-02-14 ~ 2013-10-20
    OF - Director → CIF 0
  • 4
    5 Logie Mill Beaverbank Office Park, Logie Green Road, Edinburgh
    Dissolved Corporate (1 parent, 6 offsprings)
    Equity (Company account)
    2 GBP2022-02-28
    Officer
    2007-02-14 ~ 2007-02-14
    PE - Nominee Secretary → CIF 0
  • 5
    14 Mitchell Lane, Glasgow
    Dissolved Corporate (2 parents, 4 offsprings)
    Officer
    2007-02-14 ~ 2007-02-14
    PE - Nominee Director → CIF 0
parent relation
Company in focus

SYNERGY FINANCIAL PLANNING LIMITED

Previous name
ROBERT A NEELY LTD. - 2020-09-04
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
2,870 GBP2024-03-31
4,780 GBP2023-03-31
Property, Plant & Equipment
114,200 GBP2024-03-31
300,935 GBP2023-03-31
Fixed Assets
117,070 GBP2024-03-31
305,715 GBP2023-03-31
Debtors
139,232 GBP2024-03-31
12,805 GBP2023-03-31
Cash at bank and in hand
50,809 GBP2024-03-31
52,745 GBP2023-03-31
Current Assets
190,041 GBP2024-03-31
65,550 GBP2023-03-31
Creditors
Current
123,901 GBP2024-03-31
76,628 GBP2023-03-31
Net Current Assets/Liabilities
66,140 GBP2024-03-31
-11,078 GBP2023-03-31
Total Assets Less Current Liabilities
183,210 GBP2024-03-31
294,637 GBP2023-03-31
Creditors
Non-current
-39,583 GBP2024-03-31
-123,825 GBP2023-03-31
Net Assets/Liabilities
115,077 GBP2024-03-31
113,634 GBP2023-03-31
Equity
Called up share capital
2,000 GBP2024-03-31
2,000 GBP2023-03-31
Retained earnings (accumulated losses)
113,077 GBP2024-03-31
111,634 GBP2023-03-31
Equity
115,077 GBP2024-03-31
113,634 GBP2023-03-31
Average Number of Employees
52023-04-01 ~ 2024-03-31
52022-04-01 ~ 2023-03-31
Intangible Assets - Gross Cost
9,550 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
6,680 GBP2024-03-31
4,770 GBP2023-03-31
Intangible Assets - Increase From Amortisation Charge for Year
1,910 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Gross Cost
214,527 GBP2024-03-31
432,184 GBP2023-03-31
Property, Plant & Equipment - Disposals
-280,131 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
100,327 GBP2024-03-31
131,249 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
45,848 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-76,770 GBP2023-04-01 ~ 2024-03-31

  • SYNERGY FINANCIAL PLANNING LIMITED
    Info
    ROBERT A NEELY LTD. - 2020-09-04
    Registered number SC316502
    The Gatehouse Crosshill Road, Bishopbriggs, Glasgow G64 2QG
    Private Limited Company incorporated on 2007-02-14 (18 years 4 months). The company status is Active.
    The last date of confirmation statement was made at 2025-02-14
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.