Synergy Wealth Planning Limited 10938297 false 2022-09-01 2023-08-31 2023-08-31 The principal activity of the company is Wealth Planning Digita Accounts Production Advanced 6.30.9574.0 true 10938297 2022-09-01 2023-08-31 10938297 2023-08-31 10938297 core:CurrentFinancialInstruments core:WithinOneYear 2023-08-31 10938297 core:Non-currentFinancialInstruments core:AfterOneYear 2023-08-31 10938297 bus:Micro-entities 2022-09-01 2023-08-31 10938297 bus:AuditExemptWithAccountantsReport 2022-09-01 2023-08-31 10938297 bus:FullAccounts 2022-09-01 2023-08-31 10938297 bus:SmallCompaniesRegimeForAccounts 2022-09-01 2023-08-31 10938297 bus:RegisteredOffice 2022-09-01 2023-08-31 10938297 bus:Director1 2022-09-01 2023-08-31 10938297 bus:Director2 2022-09-01 2023-08-31 10938297 bus:PrivateLimitedCompanyLtd 2022-09-01 2023-08-31 10938297 bus:Agent1 2022-09-01 2023-08-31 10938297 countries:AllCountries 2022-09-01 2023-08-31 10938297 2021-09-01 2022-08-31 10938297 2022-08-31 10938297 core:CurrentFinancialInstruments core:WithinOneYear 2022-08-31 10938297 core:Non-currentFinancialInstruments core:AfterOneYear 2022-08-31 iso4217:GBP xbrli:pure

Registrar

Registration number: 10938297

Synergy Wealth Planning Limited

Unaudited Filleted Financial Statements

for the Year Ended 31 August 2023

 

Synergy Wealth Planning Limited

Contents

Company Information

1

Balance Sheet

2

Notes to the Unaudited Financial Statements

3

 

Synergy Wealth Planning Limited

Company Information

Directors

P A Davey

F J Davey

Registered office

3 Warners Mill
Silks Way
Braintree
Essex
CM7 3GB

Bankers

Barclays Bank
19-21 Cornhill
Bury St Edmunds
Suffolk
IP33 1DY

Accountants

Lambert Chapman LLP
Chartered accountants
3 Warners Mill
Silks Way
Braintree
Essex
CM7 3GB

 

Synergy Wealth Planning Limited

(Registration number: 10938297)
Balance Sheet as at 31 August 2023

2023
£

2022
£

Fixed assets

56,072

2,265

Current assets

63,922

134,627

Prepayments and accrued income

14,789

14,814

Creditors: Amounts falling due within one year

(24,065)

(32,987)

Net current assets

54,646

116,454

Total assets less current liabilities

110,718

118,719

Creditors: Amounts falling due after more than one year

(42,055)

-

Accruals and deferred income

(1,811)

(1,662)

 

66,852

117,057

Capital and reserves

66,852

117,057

For the financial year ended 31 August 2023 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476; and

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These financial statements have been prepared in accordance with the micro-entity provisions of the Companies Act 2006 and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

These financial statements have been delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the directors have not delivered to the registrar a copy of the Profit and Loss Account.

Approved and authorised by the Board on 5 February 2024 and signed on its behalf by:
 

.........................................

P A Davey
Director

 

Synergy Wealth Planning Limited

Notes to the Unaudited Financial Statements for the Year Ended 31 August 2023

1

General information

The company is a private company limited by share capital, incorporated in England & Wales.

The address of its registered office is:
3 Warners Mill, Silks Way, Braintree, Essex, CM7 3GB, United Kingdom.

Basis of preparation

The financial statements have been prepared under the historical cost convention and in accordance with FRS 105 'The Financial Reporting Standard applicable to the Micro-entities Regime'.

These financial statements are presented in Sterling (£), which is the company's functional currency.

2

Staff numbers

The average number of persons employed by the company (including directors) during the year, was 4 (2022 - 4).