---
title: "SYNERGY WEALTH PLANNING LIMITED — Ownership Dossier"
canonical: https://whiteintel.dev/entity/d64cc40a-b615-5c8f-bc97-49c80e605a46
json: https://whiteintel.dev/api/public/dossier/d64cc40a-b615-5c8f-bc97-49c80e605a46
identifier: oo:GB-COH-10938297
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# SYNERGY WEALTH PLANNING LIMITED

**Type:** Company  
**Jurisdiction:** [GB](https://whiteintel.dev/jurisdictions/gb)  
**Identifier:** `oo:GB-COH-10938297`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/d64cc40a-b615-5c8f-bc97-49c80e605a46  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/d64cc40a-b615-5c8f-bc97-49c80e605a46  

## Ownership & control

### Owners / controllers

- **Mr Paul Andrew Davey** (beneficial owner) — 62.5% — https://whiteintel.dev/entity/3067473f-4e00-4acd-86e6-ab783d82a8fe
- **Mrs Fiona Andrew Davey** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/f388d417-d70a-4697-a961-e0cc0484e509
- **Mwa Financial Ltd** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/83e72262-18ce-4ea6-a98d-ddf0a483108b

### UBO chain (walk to the ultimate owner)

A **21-step** ownership/control chain to the ultimate beneficial owner is resolved for this entity. The full cited chain unlocks with a paid API key or a one-off dossier — https://whiteintel.dev/pricing.

## Company profile (live · UK Companies House)

- **Company number:** `10938297`
- **Status:** active
- **Type:** ltd
- **Incorporated:** 2017-08-30
- **Registered office:** Bramble House Wickham Road, Furzehall Farm, Fareham, PO16 7JH, England
- **SIC:** 70221

### Officers

- BANKS, Dean Campbell — director · Australian · appointed 2026-04-02
- ROSENGARTEN, Edward — director · British · appointed 2026-04-02
- DAVEY, Fiona — director · British · appointed 2017-08-30 · resigned 2026-04-02
- DAVEY, Paul Andrew — director · British · appointed 2017-08-30 · resigned 2026-04-02

### Beneficial owners (Persons with Significant Control)

- Mwa Financial Ltd — 75–100% shares · corporate PSC · England — since 2026-04-02
- Mr Paul Andrew Davey — 50–75% shares · individual PSC · United Kingdom — ceased 2026-04-02
- Mrs Fiona Andrew Davey — 25–50% shares · individual PSC · United Kingdom — ceased 2026-04-02

## Provenance

- OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/10938297
- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/10938297

## Get the full, resolved dossier (agent-callable)

The above is the free teaser. The resolved **multi-hop UBO chain**, ownership **%**, full **financial history**, itemised **assets** and the hop-by-hop **exposure path** are the paid depth — callable as tools from your agent:

```bash
npx -y @whiteintel/mcp-server   # then: get_dossier · trace_ownership_path · check_offshore_exposure
```

Or unlock a one-off cited dossier for **SYNERGY WEALTH PLANNING LIMITED** — https://whiteintel.dev/entity/d64cc40a-b615-5c8f-bc97-49c80e605a46 · pricing https://whiteintel.dev/pricing.

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **SYNERGY WEALTH PLANNING LIMITED**. Human view: https://whiteintel.dev/entity/d64cc40a-b615-5c8f-bc97-49c80e605a46 · Structured JSON: https://whiteintel.dev/api/public/dossier/d64cc40a-b615-5c8f-bc97-49c80e605a46._

_Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership. Every claim carries a source; an absent edge means "not yet observed in current sources", not "does not exist"._