Compass Synergy Ltd

Reference number: 1018213

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

CONCEPT BUILDING SOLUTIONS UK LIMITED Reference number: 989782 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Compass Synergy Ltd (FRN 1018213) is an AR of CONCEPT BUILDING SOLUTIONS UK LIMITED (FRN 989782). When you use Compass Synergy's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Compass Synergy, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    07779 965408

  • Address

    White Gates, Station Road, Far Forest, Kidderminster, Worcestershire, DY14 9UD, United Kingdom

In the full report: 2 background checks

  • What kind of line 07779 965408 is
  • Who else gives the postcode DY14 9UD
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Concept Claim Solutions-West Midlands South Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Concept Building Solutions UK Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
15764757
Company status
Active
Company type
Private limited company
Incorporated
6 June 2024 (2 years old)
Registered office
Jubilee House, East Beach, Lytham St.Annes, Lancs, FY8 5FT, United Kingdom
Nature of business
  • Other service activities not elsewhere classified (SIC 96090)

Directors and company secretaries

Name Role Born Appointed Other companies
Neil White Director Dec 1974 6 Jun 2024 None
Wendy White Director Apr 1974 6 Jun 2024 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 30 June 2025Micro-entity accountsNot audited

Net assets

£46.7k

No earlier figure to compare

Employees (average)

0

No earlier figure to compare

Owed within a year

£90.0k

No earlier figure to compare

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 15764757. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Compass Synergy’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2024

10 September 2024

  • Became an appointed representative

FCA register

6 June 2024

  • Incorporated at Companies House
  • Neil White became the majority owner (50–75% of shares)
  • Wendy White became a part-owner (25–50% of shares)

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms like Compass Synergy

Other firms of the same type (insurance broker), nearest first.

In Kidderminster

Dan IngramKidderminsterAppointed representativeThrive Insurance Brokers LimitedKidderminsterAppointed representativeDoolittle & Dalley Holdings LimitedKidderminsterAppointed representativeKingsford Caravan Park LtdKidderminsterAppointed representativeM W Property Services (Kidderminster) LtdKidderminsterAppointed representativePawsitive Vet Care LimitedKidderminsterAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Compass Synergy

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is Compass Synergy Ltd FCA authorised?
Compass Synergy Ltd (FRN 1018213) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Compass Synergy?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Compass Synergy Ltd (FRN 1018213) is an AR of CONCEPT BUILDING SOLUTIONS UK LIMITED (FRN 989782). When you use Compass Synergy's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Compass Synergy, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Compass Synergy’s phone number?
The FCA register lists the phone number 07779 965408 for Compass Synergy. If you were given different contact details, use these to check with the firm before going any further.
Is Compass Synergy a scam or clone?
Compass Synergy is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Compass Synergy?
Protection works through Concept Building Solutions UK Limited, the principal firm responsible for Compass Synergy's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Compass Synergy?
Companies House lists 2 people with significant control of Compass Synergy: Mr Neil White (50–75% of shares) and Mrs Wendy White (25–50% of shares).
Who runs Compass Synergy?
Companies House lists 2 directors of Compass Synergy: Neil White and Wendy White.
How long has Compass Synergy been in business?
The company was formed on 6 June 2024.
What do Compass Synergy’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £46.7k (no earlier figure to compare).
Does Compass Synergy use any other names?
It trades as Concept Claim Solutions-West Midlands South.

Sources and links

The full report on Compass Synergy Ltd

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