Caseware UK (AP4) 2025.0.111 2025.0.111 2025-03-312025-03-312024-04-01falseNo description of principal activity22falsefalsefalse 10250009 2024-04-01 2025-03-31 10250009 2023-04-01 2024-03-31 10250009 2025-03-31 10250009 2024-03-31 10250009 2023-04-01 10250009 c:Director1 2024-04-01 2025-03-31 10250009 c:Director2 2024-04-01 2025-03-31 10250009 c:RegisteredOffice 2024-04-01 2025-03-31 10250009 d:OfficeEquipment 2024-04-01 2025-03-31 10250009 d:OfficeEquipment 2025-03-31 10250009 d:OfficeEquipment 2024-03-31 10250009 d:ComputerEquipment 2024-04-01 2025-03-31 10250009 d:ComputerEquipment 2025-03-31 10250009 d:ComputerEquipment 2024-03-31 10250009 d:DevelopmentCostsCapitalisedDevelopmentExpenditure 2024-04-01 2025-03-31 10250009 d:DevelopmentCostsCapitalisedDevelopmentExpenditure 2025-03-31 10250009 d:DevelopmentCostsCapitalisedDevelopmentExpenditure 2024-03-31 10250009 d:CurrentFinancialInstruments 2025-03-31 10250009 d:CurrentFinancialInstruments 2024-03-31 10250009 d:CurrentFinancialInstruments d:WithinOneYear 2025-03-31 10250009 d:CurrentFinancialInstruments d:WithinOneYear 2024-03-31 10250009 d:ShareCapital 2024-04-01 2025-03-31 10250009 d:ShareCapital 2025-03-31 10250009 d:ShareCapital 2024-03-31 10250009 d:ShareCapital 2023-04-01 10250009 d:SharePremium 2024-04-01 2025-03-31 10250009 d:SharePremium 2025-03-31 10250009 d:SharePremium 2024-03-31 10250009 d:SharePremium 2023-04-01 10250009 d:RetainedEarningsAccumulatedLosses 2024-04-01 2025-03-31 10250009 d:RetainedEarningsAccumulatedLosses 2025-03-31 10250009 d:RetainedEarningsAccumulatedLosses 2023-04-01 2024-03-31 10250009 d:RetainedEarningsAccumulatedLosses 2024-03-31 10250009 d:RetainedEarningsAccumulatedLosses 2023-04-01 10250009 d:FinancialAssetsDesignatedFairValueThroughProfitOrLoss 2025-03-31 10250009 d:FinancialAssetsDesignatedFairValueThroughProfitOrLoss 2024-03-31 10250009 c:OrdinaryShareClass1 2024-04-01 2025-03-31 10250009 c:OrdinaryShareClass1 2025-03-31 10250009 c:OrdinaryShareClass1 2024-03-31 10250009 c:FRS102 2024-04-01 2025-03-31 10250009 c:Audited 2024-04-01 2025-03-31 10250009 c:FullAccounts 2024-04-01 2025-03-31 10250009 c:PrivateLimitedCompanyLtd 2024-04-01 2025-03-31 10250009 2 2024-04-01 2025-03-31 10250009 15 2024-04-01 2025-03-31 10250009 16 2024-04-01 2025-03-31 10250009 17 2024-04-01 2025-03-31 10250009 18 2024-04-01 2025-03-31 10250009 e:PoundSterling 2024-04-01 2025-03-31 xbrli:shares iso4217:GBP xbrli:pure
Registered number: 10250009


SYNERGIS CAPITAL PLC
ANNUAL REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

 
SYNERGIS CAPITAL PLC
 

COMPANY INFORMATION


Directors
John William Gunn 
Samantha Esqulant 




Registered number
10250009



Registered office
C/O Gis
200 Aldersgate Street

London

EC1A 4HD




Independent auditors
Ashings Limited
Chartered Accountants & Statutory Auditors

Northside House

Mount Pleasant

Cockfosters

Herts

EN4 9EB





 
SYNERGIS CAPITAL PLC
 

CONTENTS



Page
Strategic report
1 - 2
Directors' report
3 - 4
Independent auditors' report
5 - 8
Statement of comprehensive income
9
Statement of financial position
10
Statement of changes in equity
11
Notes to the financial statements
12 - 21


 
SYNERGIS CAPITAL PLC
 

STRATEGIC REPORT
FOR THE YEAR ENDED 31 MARCH 2025

Introduction
 
Synergis Capital Plc is engaged in brand development, traditional and digital marketing, website development and all related fintech in respect of a platform for a payment services company. 

Business review
 
The preliminary business activity commenced during December 2016 and Synergis was set up to provide
commercial asset backed lending, financed by an investment bond which would be issued in tranches and
distributed by Global Investment Strategy UK Ltd. 
 
There still remains a lot of uncertainty in the financial markets. This uncertainty can cause depositors to become more risk adverse and revert back to financial institutions that have been around for years such as established mainstream banks. This will potentially have negative impacts on challenger banks and start-ups similar to Synergis. 
 
Global Investment Strategy UK Ltd, that has majority interest in the company has further been working with its regulator, the Financial Conduct Authority, to ensure that it has all the competencies and has the necessary liquidity to launch and maintain such a business during both normal market conditions and periods of stress. Synergis is at present has indefinitely postponed the launch of the bond offering and is further reviewing opportunities to work in partnership with a larger financial institution or to license or sell its operating systems.
 

Principal risks and uncertainties
 
i.Business strategy

The Company is exploring the growth of Payment Services and the board are currently formulating a plan to launch in the near future. 

ii. Liquidity Risk

The Directors have reviewed the working capital requirements and are reliant on support from its parent company Global Investment Strategy UK Limited. The maintenance of the company’s reserves of cash and cash equivalents are monitored by the board. 

iii. Market Conditions

Market conditions, including general economic conditions and their effect on exchange rates, interest rates and inflations rates, may impact the ultimate value of the Company regardless of its operating performance. The Company also faces competition from other organisations, some of which may have greater resources or be more established in a particular territory. The Board considers and reviews all market conditions and this will be more relevant once it obtains relevant regulatory approval. 

iv. Key Management

The Company is reliant on a small team of experienced professionals for their success and is more than usually vulnerable to the adverse effects of losing key personnel.

Financial key performance indicators
 
Other than the monitoring of cash, which is closely monitored by directors, there are no key performance indicators for this year.

Page 1

 
SYNERGIS CAPITAL PLC
 

STRATEGIC REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025

Directors' statement of compliance with duty to promote the success of the Company
 
The Group promotes the success for the business by placing considerable value on its clients by providing excellent operational services and by investment in its employees by providing training, systems and productive safe working environment.


This report was approved by the board on 14 August 2026 and signed on its behalf.



John William Gunn
Director

Page 2

 
SYNERGIS CAPITAL PLC
 

 
DIRECTORS' REPORT
FOR THE YEAR ENDED 31 MARCH 2025

The directors present their report and the financial statements for the year ended 31 March 2025.

Directors' responsibilities statement

The directors are responsible for preparing the Strategic report, the Directors' report and the financial statements in accordance with applicable law and regulations.
 
Company law requires the directors to prepare financial statements for each financial year. Under that law the directors have elected to prepare the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland'. Under company law the directors must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Company and of the profit or loss of the Company for that period.

 In preparing these financial statements, the directors are required to:


select suitable accounting policies for the Company's financial statements and then apply them consistently;

make judgements and accounting estimates that are reasonable and prudent;

state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements;

prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Company will continue in business.

The directors are responsible for keeping adequate accounting records that are sufficient to show and explain the Company's transactions and disclose with reasonable accuracy at any time the financial position of the Company and to enable them to ensure that the financial statements comply with the Companies Act 2006They are also responsible for safeguarding the assets of the Company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Results and dividends

The loss for the year, after taxation, amounted to £126,187 (2024 - loss £156,858).

The directors do not recommend the payment of a dividend in respect for the year (31 March 2023: £nil).

Directors

The directors who served during the year were:

John William Gunn 
Samantha Esqulant 

Disclosure of information to auditors

Each of the persons who are directors at the time when this Directors' report is approved has confirmed that:
 
so far as the director is aware, there is no relevant audit information of which the Company's auditors are unaware, and

the director has taken all the steps that ought to have been taken as a director in order to be aware of any relevant audit information and to establish that the Company's auditors are aware of that information.

Auditors

The auditorsAshings Limitedwill be proposed for reappointment in accordance with section 485 of the Companies Act 2006.

Page 3

 
SYNERGIS CAPITAL PLC
 

 
DIRECTORS' REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025

This report was approved by the board on 14 August 2026 and signed on its behalf.
 





John William Gunn
Director

Page 4

 
SYNERGIS CAPITAL PLC
 

 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF SYNERGIS CAPITAL PLC
 

Opinion


We have audited the financial statements of SYNERGIS CAPITAL PLC (the 'Company') for the year ended 31 March 2025, which comprise the Statement of comprehensive income, the Statement of financial position, the Statement of changes in equity and the related notes, including a summary of significant accounting policiesThe financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).


In our opinion the financial statements:


give a true and fair view of the state of the Company's affairs as at 31 March 2025 and of its loss for the year then ended;
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
have been prepared in accordance with the requirements of the Companies Act 2006.


Basis for opinion


We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditors' responsibilities for the audit of the financial statements section of our report. We are independent of the Company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the United Kingdom, including the Financial Reporting Council's Ethical Standard and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.


Material uncertainty related to going concern


We draw attention to note 2.2 in the financial statements, which indicates that the Company will require additional funding in order to fully develop its business plan. The financial statements have been prepared on a going concern basis, which depends on the continuation of existing shareholders’ support.


The financial statements have been prepared on a going concern basis, which depends on the continuation of existing shareholders’ support. As stated in note 2.2, these events or conditions, along with the other matters as set forth in note 2.2, indicate that a material uncertainty exists that may cast significant doubt on the Company's ability to continue as a going concern. Our opinion is not modified in respect of this matter.


Our responsibilities and the responsibilities of the directors with respect to going concern are described in the relevant sections of this report.


Other information


The other information comprises the information included in the Annual Report other than the financial statements and our Auditors' report thereon. The directors are responsible for the other information contained within the Annual ReportOur opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.


We have nothing to report in this regard.


Page 5

 
SYNERGIS CAPITAL PLC
 

 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF SYNERGIS CAPITAL PLC (CONTINUED)


Opinion on other matters prescribed by the Companies Act 2006
 

In our opinion, based on the work undertaken in the course of the audit:


the information given in the Strategic report and the Directors' report for the financial year for which the financial statements are prepared is consistent with the financial statements; and
the Strategic report and the Directors' report have been prepared in accordance with applicable legal requirements.


Matters on which we are required to report by exception
 

In the light of the knowledge and understanding of the Company and its environment obtained in the course of the audit, we have not identified material misstatements in the Strategic report or the Directors' report.


We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:


adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us; or
the financial statements are not in agreement with the accounting records and returns; or
certain disclosures of directors' remuneration specified by law are not made; or
we have not received all the information and explanations we require for our audit.


Responsibilities of directors
 

As explained more fully in the Directors' responsibilities statement set out on page 3, the directors are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the directors determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.


In preparing the financial statements, the directors are responsible for assessing the Company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the directors either intend to liquidate the Company or to cease operations, or have no realistic alternative but to do so.


Page 6

 
SYNERGIS CAPITAL PLC
 

 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF SYNERGIS CAPITAL PLC (CONTINUED)


Auditors' responsibilities for the audit of the financial statements
 

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an Auditors' report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.


Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and noncompliance with laws and regulations, we considered the following:

• the nature of the industry and sector, control environment and business performance including the design     of the Company’s remuneration policies, key drivers for Directors’ remuneration, bonus levels and    performance targets;
• results of our enquiries of management and the Audit and Risk Committee about their own identification    and assessment of the risks of irregularities;
• any matters we identified having obtained and reviewed the Company’s documentation of their policies    and procedures relating to:
 
 – identifying, evaluating and complying with laws and regulations and whether they were aware of any    instances of non-compliance;
 – detecting and responding to the risks of fraud and whether they have knowledge of any actual,     suspected or alleged fraud;
 – the internal controls established to mitigate risks of fraud or non-compliance with laws and regulations;

• the matters discussed among the audit engagement team and involving relevant internal specialists,    including tax, real estate and pensions regarding how and where fraud might occur in the financial    statements and any potential indicators of fraud.

As a result of these procedures, we considered the opportunities and incentives that may exist within the organisation for fraud and identified the greatest potential for fraud in management’s incentive to overstate profit. In common with all audits under ISAs (UK), we are also required to perform specific procedures to respond to the risk of management override.

We also obtained an understanding of the legal and regulatory framework that the Company operates in, focusing on provisions of those laws and regulations that had a direct effect on the determination of material amounts and disclosures in the financial statements. The key laws and regulations we considered in this context included the UK Companies Act, pensions legislation and tax legislation.

In addition, we considered provisions of other laws and regulations that do not have a direct effect on the financial statements but compliance with which may be fundamental to the Company’s ability to operate or to avoid a material penalty. The key laws and regulations we considered in this context included the Financial Services and Markets Act and the Health and Safety Act.

Audit response to risks identified

As a result of performing the above, we did not identify any key audit matters related to the potential risk of fraud or non-compliance with laws and regulations.

In addition to the above, our procedures to respond to risks identified included the following:

• reviewing the financial statement disclosures and testing to supporting documentation to assess     compliance with provisions of relevant laws and regulations described as having a direct effect on the   
Page 7

 
SYNERGIS CAPITAL PLC
 

 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF SYNERGIS CAPITAL PLC (CONTINUED)


 financial statements;
• enquiring of management concerning actual and potential litigation
 and claims;
• performing analytical procedures to identify any unusual or unexpected relationships that may indicate
 risks of material misstatement due to fraud;
• reading minutes of meetings of those charged with governance, reviewing correspondence with HMRC;    and
• in addressing the risk of fraud through management override of controls, testing the appropriateness of
 journal entries and other adjustments; assessing whether the judgements made in making accounting    estimates are indicative of a potential bias; and evaluating the business rationale of any significant    transactions that are unusual or outside the normal course of business.

We also communicated relevant identified laws and regulations and potential fraud risks to all engagement team members, including internal specialists, and remained alert to any indications of fraud or non-compliance with laws and regulations throughout the audit.

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance.

The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.


A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our Auditors' report.


Use of our report
 

This report is made solely to the Company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006Our audit work has been undertaken so that we might state to the Company's members those matters we are required to state to them in an Auditors' report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Company and the Company's members, as a body, for our audit work, for this report, or for the opinions we have formed.





Darryl Ashing FCA (Senior statutory auditor)
  
for and on behalf of
Ashings Limited
 
Chartered Accountants
Statutory Auditors
  
Northside House
Mount Pleasant
Cockfosters
Herts
EN4 9EB

14 August 2026
Page 8

 
SYNERGIS CAPITAL PLC
 

STATEMENT OF COMPREHENSIVE INCOME
FOR THE YEAR ENDED 31 MARCH 2025

2025
2024
Note
£
£

  

Administrative expenses
  
(126,187)
(156,859)

Operating loss
  
(126,187)
(156,859)

Interest receivable and similar income
 6 
-
1

Loss before tax
  
(126,187)
(156,858)

Loss for the financial year
  
(126,187)
(156,858)

Other comprehensive income for the year
  

Total comprehensive income for the year
  
(126,187)
(156,858)

The notes on pages 12 to 21 form part of these financial statements.

Page 9

 
SYNERGIS CAPITAL PLC
REGISTERED NUMBER: 10250009

STATEMENT OF FINANCIAL POSITION
AS AT 31 MARCH 2025

2025
2024
Note
£
£

Fixed assets
  

Intangible assets
 8 
73,994
147,989

  
73,994
147,989

Current assets
  

Debtors: amounts falling due within one year
 10 
36,532
36,532

Cash at bank and in hand
 11 
4,872
47,889

  
41,404
84,421

Creditors: amounts falling due within one year
 12 
(492,268)
(483,094)

Net current liabilities
  
 
 
(450,864)
 
 
(398,672)

Total assets less current liabilities
  
(376,870)
(250,683)

  

Net liabilities
  
(376,870)
(250,683)


Capital and reserves
  

Called up share capital 
 14 
53,247
53,247

Share premium account
 15 
2,058,168
2,058,168

Profit and loss account
 15 
(2,488,285)
(2,362,098)

  
(376,870)
(250,683)


The financial statements were approved and authorised for issue by the board and were signed on its behalf on 14 August 2026.




John William Gunn
Samantha Esqulant
Director
Director

The notes on pages 12 to 21 form part of these financial statements.

Page 10
 

 
SYNERGIS CAPITAL PLC


 

STATEMENT OF CHANGES IN EQUITY
FOR THE YEAR ENDED 31 MARCH 2025



Called up share capital
Share premium account
Profit and loss account
Total equity


£
£
£
£



At 1 April 2023
53,247
2,058,168
(2,205,240)
(93,825)



Comprehensive income for the year


Loss for the year
-
-
(156,858)
(156,858)





At 1 April 2024
53,247
2,058,168
(2,362,098)
(250,683)



Comprehensive income for the year


Loss for the year
-
-
(126,187)
(126,187)

Total comprehensive income for the year
-
-
(126,187)
(126,187)



At 31 March 2025
53,247
2,058,168
(2,488,285)
(376,870)



The notes on pages 12 to 21 form part of these financial statements.

Page 11
 
SYNERGIS CAPITAL PLC
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

1.


General information

The company is a public limited company registered in England and Wales with company number 10250009 and registered office situated at C/O Gis, 200 Aldersgate Street, London, England, EC1A 4HD

2.Accounting policies

 
2.1

Basis of preparation of financial statements

The financial statements have been prepared under the historical cost convention unless otherwise specified within these accounting policies and in accordance with Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and the Republic of Ireland and the Companies Act 2006.

The functional currency is sterling and rounding has taken place to the nearest £1.

The preparation of financial statements in compliance with FRS 102 requires the use of certain critical accounting estimates. It also requires management to exercise judgement in applying the Company's accounting policies (see note 3).

The following principal accounting policies have been applied:

 
2.2

Going concern

We believe that the company's financial statements should be prepared on a going concern basis on the grounds that current and future sources of funding or support will be more than adequate for the company's needs.

We also confirm our plans for future action(s) required to enable the company’s to continue as a going concern are feasible. We believe that no third party creditor will be unpaid if the company is dissolved or liquidated. 

We have considered a period of twelve months from the date of approval of the financial statements.  We believe that no further disclosures relating to the company's ability to continue as a going concern need to be made in the financial statements.

 
2.3

Research and development

In the research phase of an internal project it is not possible to demonstrate that the project will generate future economic benefits and hence all expenditure on research shall be recognised as an expense when it is incurred. Intangible assets are recognised from the development phase of a project if and only if certain specific criteria are met in order to demonstrate the asset will generate probable future economic benefits and that its cost can be reliably measured. The capitalised development costs are subsequently amortised on a straight-line basis over their useful economic lives, which range from 3 to 6 years.

If it is not possible to distinguish between the research phase and the development phase of an internal project, the expenditure is treated as if it were all incurred in the research phase only.

 
2.4

Interest income

Interest income is recognised in profit or loss using the effective interest method.

Page 12

 
SYNERGIS CAPITAL PLC
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.Accounting policies (continued)

 
2.5

Taxation

Tax is recognised in profit or loss except that a charge attributable to an item of income and expense recognised as other comprehensive income or to an item recognised directly in equity is also recognised in other comprehensive income or directly in equity respectively.

The current income tax charge is calculated on the basis of tax rates and laws that have been enacted or substantively enacted by the reporting date in the countries where the Company operates and generates income.


 
2.6

Intangible assets

Intangible assets are initially recognised at cost. After recognition, under the cost model, intangible assets are measured at cost less any accumulated amortisation and any accumulated impairment losses.

All intangible assets are considered to have a finite useful life. If a reliable estimate of the useful life cannot be made, the useful life shall not exceed ten years.

 
2.7

Tangible fixed assets

Tangible fixed assets under the cost model are stated at historical cost less accumulated depreciation and any accumulated impairment losses. Historical cost includes expenditure that is directly attributable to bringing the asset to the location and condition necessary for it to be capable of operating in the manner intended by management.

Depreciation is charged so as to allocate the cost of assets less their residual value over their estimated useful lives, using the straight-line method.

Depreciation is provided on the following basis:

Office equipment
-
20%
Computer equipment
-
20%

The assets' residual values, useful lives and depreciation methods are reviewed, and adjusted prospectively if appropriate, or if there is an indication of a significant change since the last reporting date.

Gains and losses on disposals are determined by comparing the proceeds with the carrying amount and are recognised in profit or loss.

 
2.8

Impairment of fixed assets and goodwill

Assets that are subject to depreciation or amortisation are assessed at each reporting date to determine whether there is any indication that the assets are impaired. Where there is any indication that an asset may be impaired, the carrying value of the asset (or cash-generating unit to which the asset has been allocated) is tested for impairment. An impairment loss is recognised for the amount by which the asset's carrying amount exceeds its recoverable amount. The recoverable amount is the higher of an asset's (or CGU's) fair value less costs to sell and value in use. For the purposes of assessing impairment, assets are grouped at the lowest levels for which there are separately identifiable cash flows (CGUs). Non-financial assets that have been previously impaired are reviewed at each reporting date to assess whether there is any indication that the impairment losses recognised in prior periods may no longer exist or may have decreased.

Page 13

 
SYNERGIS CAPITAL PLC
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.Accounting policies (continued)

 
2.9

Debtors

Short-term debtors are measured at transaction price, less any impairment. Loans receivable are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method, less any impairment.

 
2.10

Cash and cash equivalents

Cash is represented by cash in hand and deposits with financial institutions repayable without penalty on notice of not more than 24 hours. Cash equivalents are highly liquid investments that mature in no more than three months from the date of acquisition and that are readily convertible to known amounts of cash with insignificant risk of change in value.

 
2.11

Creditors

Short-term creditors are measured at the transaction price. Other financial liabilities, including bank loans, are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method.

 
2.12

Financial instruments

The Company has elected to apply the provisions of Section 11 “Basic Financial Instruments” of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the Company's Statement of financial position when the Company becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include trade and other debtors, cash and bank balances, are initially measured at their transaction price (adjusted for transaction costs except in the initial measurement of financial assets that are subsequently measured at fair value through profit and loss) and are subsequently carried at their amortised cost using the effective interest method, less any provision for impairment, unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest.

Discounting is omitted where the effect of discounting is immaterial. The Company's cash and cash equivalents, trade and most other debtors due with the operating cycle fall into this category of financial instruments.

Other financial assets

Other financial assets, which includes investments in equity instruments which are not classified as subsidiaries, associates or joint ventures, are initially measured at fair value, which is normally the recognised transaction price. Such assets are subsequently measured at fair value with the changes in fair value being recognised in the profit or loss. Where other financial assets are not publicly traded, hence their fair value cannot be measured reliably, they are measured at cost less impairment.

Impairment of financial assets

At the end of each reporting period financial assets measured at amortised cost are assessed for objective evidence of impairment. If an asset is impaired the impairment loss is the difference
Page 14

 
SYNERGIS CAPITAL PLC
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.Accounting policies (continued)


2.12
Financial instruments (continued)

between the carrying amount and the present value of the estimated cash flows discounted at the asset’s original effective interest rate. The impairment loss is recognised in profit or loss. 

Financial assets are impaired when events, subsequent to their initial recognition, indicate the estimated future cash flows derived from the financial asset(s) have been adversely impacted. The impairment loss will be the difference between the current carrying amount and the present value of the future cash flows at the asset(s) original effective interest rate.

If there is a favourable change in relation to the events surrounding the impairment loss then the impairment can be reviewed for possible reversal. The reversal will not cause the current carrying amount to exceed the original carrying amount had the impairment not been recognised. The impairment reversal is recognised in the profit or loss.

Basic financial liabilities

Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the Company after the deduction of all its liabilities.

Basic financial liabilities, which include trade and other creditors, bank loans and other loans are initially measured at their transaction price (adjusting for transaction costs except in the initial measurement of financial liabilities that are subsequently measured at fair value through profit and loss). When this constitutes a financing transaction, whereby the debt instrument is measured at the present value of the future payments discounted at a market rate of interest, discounting is omitted where the effect of discounting is immaterial.

Debt instruments are subsequently carried at their amortised cost using the effective interest rate method.

Trade creditors are obligations to pay for goods and services that have been acquired in the ordinary course of business from suppliers. Trade creditors are classified as current liabilities if the payment is due within one year. If not, they represent non-current liabilities. Trade creditors are initially recognised at their transaction price and subsequently are measured at amortised cost using the effective interest method. Discounting is omitted where the effect of discounting is immaterial.

Other financial instruments

Derivatives, including forward exchange contracts, futures contracts and interest rate swaps, are not classified as basic financial instruments. These are initially recognised at fair value on the date the derivative contract is entered into, with costs being charged to the profit or loss. They are subsequently measured at fair value with changes in the profit or loss.

Debt instruments that do not meet the conditions as set out in FRS 102 paragraph 11.9 are subsequently measured at fair value through the profit or loss. This recognition and measurement would also apply to financial instruments where the performance is evaluated on a fair value basis as with a documented risk management or investment strategy.

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SYNERGIS CAPITAL PLC
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

3.


Judgements in applying accounting policies and key sources of estimation uncertainty

The preparation of financial statements requires management and the Board of Directors to make estimates and judgments that affect reported amounts of assets, liabilities, revenues and expenses, and related disclosure of contingent assets and liabilities. These estimates are based on historical experience and various other assumptions that management and the Board believe are reasonable under the circumstances, the results of which form the basis for making judgments about the carrying values of assets and liabilities that are not readily apparent from other sources. Actual results may differ from these estimates under different assumptions or conditions, significantly impacting the company's earnings and financial position.

Sources of estimation uncertainty

The expected useful life of the intangible assets is currently expected to be 10 years; however, the asset is still in the process of being completed and accordingly no amortisation charge has been made to date. The useful life is however judgemental therefore will be reassessed annually once the asset has been brought into use. The directors also consider the likelihood of the FCA approval which will allow the listing of the bond as a critical judgement. The directors are confident that regulatory approval will be obtained and thus conclude that no impairment is required at this stage.


4.


Auditors' remuneration

During the year, the Company obtained the following services from the Company's auditors and their associates:


2025
2024
£
£

Fees payable to the Company's auditors and their associates for the audit of the Company's financial statements
6,650
7,260

The Company has taken advantage of the exemption not to disclose amounts paid for non-audit services as these are disclosed in the consolidated accounts of the parent Company.


5.


Employees




There were no employee costs incurred within the year, (2024: £Nil).

The average monthly number of employees, including the directors, during the year was as follows:


        2025
        2024
            No.
            No.







Directors
2
2

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SYNERGIS CAPITAL PLC
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

6.


Interest receivable

2025
2024
£
£


Other interest receivable
-
1

-
1


7.


Taxation


2025
2024
£
£



Total current tax
-
-

Factors affecting tax charge for the year

The tax assessed for the year is the same as (2024 - the same as) the standard rate of corporation tax in the UK of 19% (2024 - 19%) as set out below:

2025
2024
£
£


Loss on ordinary activities before tax
(126,187)
(156,858)


Loss on ordinary activities multiplied by standard rate of corporation tax in the UK of 19% (2024 - 19%)
(23,975)
(29,803)

Effects of:


Expenses not deductible for tax purposes, other than goodwill amortisation and impairment
6,869
-

Carried forward tax losses
17,106
29,803

Total tax charge for the year
-
-


Factors that may affect future tax charges

There were no factors that may affect future tax charges.

Page 17

 
SYNERGIS CAPITAL PLC
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

8.


Intangible assets




Development expenditure

£



Cost


At 1 April 2024
591,953



At 31 March 2025

591,953



Amortisation


At 1 April 2024
443,965


Impairment charge
73,994



At 31 March 2025

517,959



Net book value



At 31 March 2025
73,994



At 31 March 2024
147,989


Intangible assets consist of the development of proprietary IT software that will enable the Company to undertake the on-boarding process of new clients online and allow them to manage their account through the online platform. The current year additions are Nil (2024: Nil).

The software is in the process of being completed and the directors have reviewed the assets for impairment. The Directors have impaired the intangible assets during the year leaving a NBV of £73,994 (2024: £147,989) at the balance sheet date.

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SYNERGIS CAPITAL PLC
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

9.


Tangible fixed assets


Office equipment
Computer equipment
Total

£
£
£



Cost or valuation


At 1 April 2024
3,570
12,284
15,854



At 31 March 2025

3,570
12,284
15,854



Depreciation


At 1 April 2024
3,570
12,284
15,854



At 31 March 2025

3,570
12,284
15,854



Net book value



At 31 March 2025
-
-
-



At 31 March 2024
-
-
-


10.


Debtors

2025
2024
£
£


Called up share capital not paid
36,532
36,532

36,532
36,532



11.


Cash and cash equivalents

2025
2024
£
£

Cash at bank and in hand
4,872
47,889

4,872
47,889


Page 19

 
SYNERGIS CAPITAL PLC
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

12.


Creditors: Amounts falling due within one year

2025
2024
£
£

Amounts owed to group undertakings
481,832
470,922

Corporation tax
686
86

Accruals and deferred income
9,750
12,086

492,268
483,094



13.


Financial instruments

2025
2024
£
£

Financial assets


Financial assets measured at fair value through profit or loss
4,872
47,891




Financial assets measured at fair value through profit or loss comprise cash at bank.


14.


Share capital

2025
2024
£
£
Allotted, called up and fully paid



16,490 (2024 - 16,490) Ordinary shares of £1.00 each
16,490
16,490

Allotted, called up and partly paid



36,757 (2024 - 36,757) Ordinary shares of £1.00 each
36,757
36,757



15.


Reserves

Share premium account

Share premium represents the cumulative excess paid to the company over the nominal value of shares issued.

Profit and loss account

The profit and loss account represents the cumulative profit and losses incurred by the company since incorporation.

Page 20

 
SYNERGIS CAPITAL PLC
 

 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

16.


Related party transactions

Transactions with other group companies have not been disclosed as permitted by FRS102.

Key management personnel are considered to be the Directors, the emoluments are set out in Note 5 to the financial statements.


17.


Controlling party

The immediate controlling party is Global Investment Strategy UK Limited, a company incorporated in England and Wales, due to its majority shareholding in the Company. The ultimate controlling party is considered to be Mr J. Gunn due to his controlling interest in Octagonal Limited, also a company incorporated in England and Wales, the 100% owner of Global Investment Strategy UK Limited.


Page 21