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SYNERGY FINANCIAL PLANNING LIMITED Active

Financial Services


Contact information


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Financial statements of SYNERGY FINANCIAL PLANNING LIMITED

According to SYNERGY FINANCIAL PLANNING LIMITED latest financial report submitted on 2021-03-31, the company has a Cash of £74,005.00, Total-Assets of £329,985.00 while the Working-Capital is £10,975.00. Compared with the previous year, the company reported a Cash increase of 15.65%, which is an equivalent of -11583. At the same time, the Total-Assets went down by -3.2%, or by 10576.



Consolidated A/cs

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Turnover 2021

£ -

  • Consolidated A/cs

    N

  • Reporting period

    12

  • Working Capital

    £ 10975

  • Profit after Tax

    £ -

Reporting period Full financial info

SYNERGY FINANCIAL PLANNING LIMITED Business Credit Report

A Business Credit Report for SYNERGY FINANCIAL PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for SYNERGY FINANCIAL PLANNING LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

SYNERGY FINANCIAL PLANNING LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

SYNERGY FINANCIAL PLANNING LIMITED Directors and key executives

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SYNERGY FINANCIAL PLANNING LIMITED currently employs 5 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at SYNERGY FINANCIAL PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

5

100%

1y growth

100%

2y growth

Management Level


100

Middle

×
Employee Job Title Email Phone Country
David Neely Director
-
- GB
Lynn Dempster Director
-
- GB
Margaret Neely Company Secretary
-
- GB

Get in touch with 3 of contacts working at SYNERGY FINANCIAL PLANNING LIMITED

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SYNERGY FINANCIAL PLANNING LIMITED Shareholders

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There are currently 5 people with significant control at SYNERGY FINANCIAL PLANNING LIMITED. One of of major shareholders of SYNERGY FINANCIAL PLANNING LIMITED is DAVID NEELY, which owns 430 ORDINARY shares, with a total value of 430 GBP and MARGARET NEELY, which owns 190 REDEEMABLE PREFERENCE shares, with a total value of 190 GBP and DAVID NEELY, which owns 500 ORDINARY B shares, with a total value of 500 GBP and ROBERT A. NEELY INTER VIVOS TRUST, which owns 190 ORDINARY shares, with a total value of 190 GBP and DENISE NEELY, which owns 500 ORDINARY B shares, with a total value of 500 GBP.


Name Quantity Share Type Value
DAVID NEELY 430 ORDINARY 430 GBP
MARGARET NEELY 190 REDEEMABLE PREFERENCE 190 GBP
DAVID NEELY 500 ORDINARY B 500 GBP
ROBERT A. NEELY INTER VIVOS TRUST 190 ORDINARY 190 GBP
DENISE NEELY 500 ORDINARY B 500 GBP

SYNERGY FINANCIAL PLANNING LIMITED competitors:

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Top 5 similar companies of SYNERGY FINANCIAL PLANNING LIMITED are IHS MARKIT GROUP HOLDINGS, INVESTEC WEALTH & INVESTMENT LIMITED, BARCLAYS INVESTMENT SOLUTIONS LIMITED, BLACKROCK ADVISORS (UK) LIMITED, THAMES WATER UTILITIES FINANCE PLC. View and export all the competitor list of SYNERGY FINANCIAL PLANNING LIMITED by upgrading your account here.


IHS MARKIT GROUP HOLDINGS


Revenue
377,122,916.84
Age
15 years
Employees
1039-10000
Industry
View Software
Website
View http://ma********

INVESTEC WEALTH & INVESTMENT LIMITED


Revenue
308,895,000.0
Age
35 years
Employees
1027
Industry
View Motor Vehicles Equipment
Website
View http://www.inve*************

BARCLAYS INVESTMENT SOLUTIONS LIMITED


Revenue
189,367,000.0
Age
30 years
Employees
1399-10000
Industry
View Financial Services
Website
View www.wealth.b***********

BLACKROCK ADVISORS (UK) LIMITED


Revenue
729,026,000.0
Age
58 years
Employees
11
Industry
View Financial Services
Website
View http://www.bl***********

THAMES WATER UTILITIES FINANCE PLC


Revenue
-
Age
33 years
Employees
671-5000
Industry
View Financial Services
Website
View http://www.tham*************

SYNERGY FINANCIAL PLANNING LIMITED news & activities:

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EBITDA

The SYNERGY FINANCIAL PLANNING LIMITED-based company said the adjusted EBITDA is now £57,601.00, compared with the previous year of 55627.

uk.globaldatabase.com

2021-03-31

Employees

SYNERGY FINANCIAL PLANNING LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 5.

uk.globaldatabase.com

2021-03-31

Frequently Asked Questions regarding SYNERGY FINANCIAL PLANNING LIMITED


Where is SYNERGY FINANCIAL PLANNING LIMITED registered office?

SYNERGY FINANCIAL PLANNING LIMITED is located at THE GATEHOUSE CROSSHILL ROAD BISHOPBRIGGS, United Kingdom.

How can I contact SYNERGY FINANCIAL PLANNING LIMITED?

You can call SYNERGY FINANCIAL PLANNING LIMITED at the following number +441417******

What is the website of SYNERGY FINANCIAL PLANNING LIMITED?

SYNERGY FINANCIAL PLANNING LIMITED website is http://robertaneely.co.uk

How many people work at SYNERGY FINANCIAL PLANNING LIMITED?

According to the latest account statement, there are currently 5 of employees working for SYNERGY FINANCIAL PLANNING LIMITED.

What is SYNERGY FINANCIAL PLANNING LIMITED EBITDA?

For 2021, SYNERGY FINANCIAL PLANNING LIMITED has reported an EBITDA of £57,601.00, which went down by -3.43% compared to previous year.

What is the Business Credit Score of SYNERGY FINANCIAL PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of SYNERGY FINANCIAL PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does SYNERGY FINANCIAL PLANNING LIMITED pay their invoices on time?

By requesting a Business Credit Report for SYNERGY FINANCIAL PLANNING LIMITED, you will be able to gain more insights about the SYNERGY FINANCIAL PLANNING LIMITED payment trends.

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