EVELYN PARTNERS FINANCIAL PLANNING LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2027-01-19 (in 8mo)
Last made up 2026-01-05
Watchouts
Cash
£8M
-37.4% lowest in 3 filed years
Net assets
£62M
-23.5% lowest in 3 filed years
Employees
—
Average over period
Profit before tax
£2M
-56.3% lowest in 3 filed years
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
1 PSC ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 5 times since incorporation
- EVELYN PARTNERS FINANCIAL PLANNING LIMITED 2022-06-14 → present
- TILNEY FINANCIAL PLANNING LIMITED 2017-01-27 → 2022-06-14
- TOWRY LIMITED 2010-05-07 → 2017-01-27
- TOWRY LAW FINANCIAL SERVICES LIMITED 1997-07-03 → 2010-05-07
- TOWRY LAW FINANCIAL PLANNING LIMITED 1992-06-27 → 1997-07-03
- TOWRY LAW & CO.LIMITED 1958-06-26 → 1992-06-27
Net assets
4-year trend · vs Financials median
Accounts
4-year trend · latest reflected 2024-12-31
| Metric | Trend | 2022-01-01 | 2022-12-31 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|
| Turnover | — | £50,682,000 | £59,161,000 | £58,645,000 | |
| Operating profit | — | £5,939,000 | £4,379,000 | £1,694,000 | |
| Profit before tax | — | £5,297,000 | £4,042,000 | £1,767,000 | |
| Net profit | — | £4,433,000 | £5,600,000 | £871,000 | |
| Cash | — | £15,716,000 | £13,150,000 | £8,238,000 | |
| Total assets less current liabilities | — | £81,625,000 | £89,858,000 | £67,783,000 | |
| Net assets | — | £68,568,000 | £81,668,000 | £62,439,000 | |
| Equity | £56,135,000 | £68,568,000 | £81,668,000 | £62,439,000 | |
| Average employees | — | 0 | 0 | — | |
| Wages | — | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2022-01-01 | 2022-12-31 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|
| Operating margin | — | 11.7% | 7.4% | 2.9% | |
| Net margin | — | 8.7% | 9.5% | 1.5% | |
| Return on capital employed | — | 7.3% | 4.9% | 2.5% | |
| Current ratio | — | — | 24.01x | 3.02x | |
| Interest cover | — | 9.24x | 6.41x | 3.92x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 101
- Reporting scope
- Standalone (parent only)
- Auditor
- Forvis Mazars LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors are required to satisfy themselves that it is reasonable to presume that the Company is a going concern. After reviewing the Company's performance projections for the period of at least 12 months from the date of issue of the financial statements, the Directors are satisfied that, in taking account of a range of stress tests which are deemed to be severe but plausible, the Company has adequate access to resources to enable the Company to meet its obligations and continue in operational existence for the foreseeable future. Accordingly, the Directors continue to adopt the going concern basis of accounting in preparing the financial statements.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
11 active · 53 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| DAVIES, Charlotte | Secretary | 2024-03-31 | — | — |
| BOYLE, Sally Ann | Director | 2024-03-22 | Jul 1961 | British |
| DEMING, Peter Hepburn | Director | 2020-09-01 | Aug 1981 | British |
| GEDDES, Paul Robert | Director | 2023-10-06 | Jun 1969 | British |
| GERSH, Alexander | Director | 2025-06-27 | Mar 1964 | British |
| GRIGG, Christopher Montague | Director | 2021-08-02 | Jul 1959 | British |
| HAGERTY, Sean Patrick | Director | 2025-05-01 | Mar 1961 | American,British |
| HUYSSEUNE, Thibault | Director | 2025-02-12 | Jan 1993 | Belgian |
| PELL, Christopher | Director | 2020-09-01 | Nov 1978 | British |
| STENT, Carla Rosaline | Director | 2020-09-01 | Feb 1971 | British |
| WIKLUND, Kjersti | Director | 2022-09-09 | Sep 1962 | British |
Show 53 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GREGORY, Jacqueline Anne | Secretary | 2004-11-17 | 2016-10-31 |
| HASAN, Rehana | Secretary | 2016-10-31 | 2020-09-03 |
| PETERS, Christopher Robert James | Secretary | — | 1993-01-31 |
| SAUNDERS, Deborah Ann | Secretary | 2020-09-03 | 2021-09-01 |
| SORKIN, Alan | Secretary | 1993-02-01 | 1999-04-13 |
| WATSON, Gerald Alistair | Secretary | 2001-12-24 | 2004-11-19 |
| WEBB, Keith | Secretary | 1999-04-13 | 2001-12-24 |
| WHITE, Gavin Raymond | Secretary | 2021-09-01 | 2024-03-31 |
| AINSLIE, David Galbraith | Director | — | 2002-03-20 |
| ANDERSON, Philip John | Director | 2002-03-25 | 2006-05-03 |
| BADDELEY, Andrew Martin | Director | 2018-09-12 | 2025-03-31 |
| BLACK, Douglas Buller | Director | 1997-08-26 | 2001-12-19 |
| BRIDEL, John Dickins | Director | — | 1994-06-30 |
| BRUNT, Samuel Nicholas Robert | Director | — | 1995-09-05 |
| BURGESS, Clive Peter | Director | — | 1994-11-16 |
| CARROLL, Bernard Joseph | Director | 1995-01-19 | 1996-03-01 |
| CHAMBERS, Elizabeth Grace | Director | 2020-09-01 | 2024-03-31 |
| COBB, David Martin | Director | 2020-12-04 | 2024-06-21 |
| COOPER, Roger Henry Edward | Director | — | 1996-12-13 |
| COWAN, Andrew James | Director | 2009-01-02 | 2018-07-31 |
| DEVEY, Robert Alan | Director | 2014-07-03 | 2016-07-29 |
| DOWNING, Wadham St. John | Director | 2016-01-22 | 2018-08-03 |
| ELLENBOROUGH, Richard Edward Cecil, Lord | Director | — | 1994-05-18 |
| FISHER, Andrew Charles | Director | 2006-05-03 | 2014-04-29 |
| FRASER, James Annand | Director | 2020-01-30 | 2020-09-24 |
| GRANT, Andrew James Murray | Director | 2018-09-27 | 2019-11-29 |
| GRAY, Judith Lynn | Director | 1997-11-03 | 2002-03-01 |
| GREGORY-SMITH, Alistair Michael | Director | — | 2006-05-03 |
| HALL, Peter Lindop | Director | 2016-07-29 | 2017-12-30 |
| HARRISON, John Brewster | Director | — | 1993-06-29 |
| HENDERSON, Iain James | Director | — | 1993-08-27 |
| HORNE, David Macdonald | Director | — | 1992-03-31 |
| JONES, Keith | Director | 2020-09-01 | 2025-09-05 |
| KING, John Graham | Director | 1995-12-07 | 1997-03-07 |
| LAW, Cecil Towry Henry, The Rt Hon | Director | — | 2003-09-30 |
| LEGGE, Peter Nigel | Director | — | 1994-11-16 |
| MCNABB III, Frederick William | Director | 2021-01-15 | 2022-11-18 |
| MUELDER, Philip Sebastian | Director | 2020-09-01 | 2025-02-12 |
| REID, Donald William Sherret | Director | 2016-07-29 | 2019-11-29 |
| ROBINSON, Christopher William | Director | — | 1994-11-30 |
| SAMUEL, William Meredith, Mr | Director | 2020-01-30 | 2022-02-18 |
| SCOTT-HOPKINS, Clive Edward | Director | — | 2004-07-13 |
| SHAH, Anthony Arjun | Director | 1999-09-22 | 2002-11-18 |
| SIMMONDS, John Robert | Director | 2002-03-20 | 2006-05-03 |
| STANDISH, Miles Anthony | Director | 1995-06-26 | 2006-05-03 |
| STOPPS, Kevin Peter | Director | 2020-12-03 | 2021-10-01 |
| TONKIN, Peter James | Director | — | 1994-11-16 |
| WALKER, Ronald Leslie | Director | 1997-07-01 | 1997-09-05 |
| WARDROP, Alan Watt | Director | 2006-05-03 | 2009-01-02 |
| WEBB, Keith | Director | 1999-10-04 | 2003-02-05 |
| WESLEY, Alan | Director | 1992-05-01 | 1997-09-16 |
| WOODHOUSE, Christopher | Director | 2017-10-03 | 2023-08-11 |
| WRIGHT, Paul Vernon | Director | 2011-07-18 | 2016-06-30 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Evelyn Partners Group Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2025-07-07 | Active |
| Towry Finance Company Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Ceased 2025-07-07 |
Filing timeline
Last 20 of 340 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-01-05 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-12-12 | CH01 | officers | Change person director company with change date | |
| 2025-11-25 | CH01 | officers | Change person director company with change date | |
| 2025-11-25 | CH01 | officers | Change person director company with change date | |
| 2025-11-25 | CH01 | officers | Change person director company with change date | |
| 2025-09-10 | TM01 | officers | Termination director company with name termination date | |
| 2025-08-12 | AA | accounts | Accounts with accounts type full | |
| 2025-07-11 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-10 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2025-07-10 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-05-09 | AP01 | officers | Appoint person director company with name date | |
| 2025-04-04 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-21 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-21 | AP01 | officers | Appoint person director company with name date | |
| 2025-01-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-07-26 | AA | accounts | Accounts with accounts type full | |
| 2024-07-01 | TM01 | officers | Termination director company with name termination date | |
| 2024-04-10 | AP03 | officers | Appoint person secretary company with name date | |
| 2024-04-10 | TM02 | officers | Termination secretary company with name termination date | |
| 2024-04-10 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 11
- Capital events
- 0
- Officers appointed
- 2
- Officers resigned
- 1
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
-0.9%
£59,161,000 £58,645,000
-
Cash
-37.4%
£13,150,000 £8,238,000
lowest in 3 filed years
-
Net assets
-23.5%
£81,668,000 £62,439,000
lowest in 3 filed years
-
Employees
—
Not reported
-
Operating profit
-61.3%
£4,379,000 £1,694,000
lowest in 3 filed years
-
Profit before tax
-56.3%
£4,042,000 £1,767,000
lowest in 3 filed years
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers