EVELYN PARTNERS INVESTMENT SERVICES LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2027-03-25 (in 10mo)
Last made up 2026-03-11
Watchouts
None on the register
Cash
£34M
-12.9% lowest in 3 filed years
Net assets
£37M
-6.7% lowest in 3 filed years
Employees
—
Average over period
Profit before tax
£12M
+9.8% highest in 3 filed years
Net assets
5-year trend · vs Financials median
Accounts
5-year trend · latest reflected 2024-12-31
| Metric | Trend | 2022-01-01 | 2022-12-31 | 2023-01-01 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|---|
| Turnover | — | £69,327,000 | — | £103,371,000 | £108,712,000 | |
| Operating profit | — | £9,566,000 | — | £11,153,000 | £9,772,000 | |
| Profit before tax | — | £9,629,000 | — | £11,199,000 | £12,296,000 | |
| Net profit | — | £7,852,000 | — | £8,577,000 | £9,236,000 | |
| Cash | — | £39,394,000 | — | £39,274,000 | £34,211,000 | |
| Total assets less current liabilities | — | £40,745,000 | — | £39,791,000 | £37,101,000 | |
| Net assets | — | £40,171,000 | — | £39,234,000 | £36,622,000 | |
| Equity | £27,356,000 | £40,171,000 | — | £39,234,000 | £36,622,000 | |
| 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 | 2023-01-01 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|---|
| Operating margin | — | 13.8% | — | 10.8% | 9.0% | |
| Net margin | — | 11.3% | — | 8.3% | 8.5% | |
| Return on capital employed | — | 23.5% | — | 28.0% | 26.3% | |
| Current ratio | — | — | — | 2.40x | 2.29x | |
| Interest cover | — | 9566.00x | — | 11153.00x | 390.88x |
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
“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.”
Group structure
- EVELYN PARTNERS INVESTMENT SERVICES LIMITED · parent
- Smith & Williamson Nominees Limited 100%
Significant events
- “Revenue for the year increased by 7.3% to £108,712,000 (2023 - £101,305,000), primarily driven by the increase in custody assets by 10.7% to £39.4 billion (2023 - £35.6 billion), coupled with increased net trading income, due to higher trading volumes.”
- “Operating profit for the year increased by 7.5% to £9,772,000 (2023 - £9,087,000), primarily driven by the increase in revenue noted above.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
11 active · 89 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 | 2019-10-04 | Feb 1971 | British |
| WIKLUND, Kjersti | Director | 2022-09-09 | Sep 1962 | British |
Show 89 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| LEGGE, Diana Patricia | Secretary | 2000-04-26 | 2000-08-31 |
| MASSIE, Scott Edward | Secretary | 1997-11-11 | 2000-02-17 |
| ROSE, Martin John | Secretary | 2009-10-01 | 2010-05-26 |
| ROSE, Martin John | Secretary | 2000-08-31 | 2002-03-28 |
| ROSE, Martin John | Secretary | 2000-02-17 | 2000-04-26 |
| ROSE, Martin John | Secretary | 1996-12-19 | 1997-11-11 |
| SAUNDERS, Deborah Ann | Secretary | 2010-05-26 | 2021-09-01 |
| VALLANCE, Richard Frederick | Secretary | 2002-03-28 | 2009-10-01 |
| WHITE, Gavin Raymond | Secretary | 2021-09-01 | 2024-03-31 |
| SMITH & WILLIAMSON LIMITED | Corporate Secretary | — | 1996-12-19 |
| ALEXANDER, Gordon Ralph Douglas | Director | 2006-06-30 | 2012-12-31 |
| ANDERSON, Alexander | Director | — | 1994-12-31 |
| ANDREWS, Jane Church | Director | 1999-05-01 | 2006-06-30 |
| ANSELL, William | Director | — | 2006-06-30 |
| ARMES, Rohan Bruce Harcourt | Director | 1999-05-01 | 2006-06-30 |
| BADDELEY, Andrew Martin | Director | 2020-09-30 | 2025-03-31 |
| BARROW, Karen Elizabeth | Director | 2002-04-25 | 2006-06-30 |
| BATE, Michelle Elizabeth Anne | Director | — | 1993-08-27 |
| BOADLE, Jeremy Tristan | Director | 2010-08-20 | 2016-09-30 |
| BOADLE, Jeremy Tristan | Director | 2000-10-18 | 2006-06-30 |
| BOGART, Robert James | Director | 2015-12-08 | 2017-09-28 |
| BOMFORD, Christopher Guy | Director | 1995-05-01 | 2001-04-30 |
| BOUCHER, Mark Adrian | Director | 2006-02-23 | 2006-06-30 |
| BOWMAN, Michael John | Director | 1999-11-01 | 2006-06-30 |
| BOYCOTT, Robin David | Director | — | 2006-02-14 |
| BRAITHWAITE, Rowan Richard | Director | 2005-12-15 | 2006-06-30 |
| BROCK, Graeme Richard | Director | 2006-01-03 | 2006-06-30 |
| BRYANT, Michael Edmund Paul | Director | 2000-11-01 | 2006-06-30 |
| BUCKLEY, Ian Michael | Director | — | 1995-08-31 |
| BUNBURY, Michael William, Sir | Director | — | 1997-04-30 |
| BURLEY, Lanying Mary | Director | 1999-11-01 | 2006-06-30 |
| BURNS, James Alexander | Director | 2006-05-01 | 2006-06-30 |
| CANNON, Christopher Charles | Director | 2000-08-21 | 2003-04-30 |
| CHAMBERLAIN, Christopher Humfrey Nils | Director | 1999-11-01 | 2006-06-30 |
| CHAMBERS, Elizabeth Grace | Director | 2015-12-08 | 2024-03-31 |
| CHAMPION, Anthony Richard | Director | 1999-02-25 | 2006-06-30 |
| CHANDLER, Jennifer Ann | Director | 2001-07-19 | 2006-06-30 |
| CHICHESTER, Desmond Shane Spencer | Director | 2006-04-01 | 2006-06-30 |
| COBB, David Martin | Director | — | 2024-06-21 |
| COBHAM, The Right Honourable The Viscount, Honourable | Director | 2004-07-22 | 2007-08-31 |
| CULLUM, Neil Andrew | Director | 2001-03-19 | 2006-04-30 |
| CUSSANS, William Benedict De Cusance | Director | 1999-11-01 | 2006-06-30 |
| DENNIS, Nicholas Wesley | Director | 2006-06-30 | 2015-12-08 |
| DIGNUM, Susan Michelle | Director | 2004-06-24 | 2012-03-01 |
| DONALD, Christopher James | Director | — | 1996-04-30 |
| DRUMMOND, Isabel Anne Maxwell | Director | — | 1996-04-30 |
| ERSKINE, John | Director | 2014-05-31 | 2015-12-08 |
| EVANS LOMBE, Peter Michael | Director | 1993-11-01 | 1998-05-31 |
| FERNANDES, Peter Luis | Director | 2006-06-30 | 2020-09-01 |
| FISHER, Andrew Charles | Director | 2018-01-15 | 2020-09-01 |
| FOCKE, Tana Marie, Lady | Director | 1999-05-01 | 2006-06-30 |
| FOSBERRY, Michael Patrick | Director | — | 2006-06-30 |
| FULLERTON BATTEN, William Andrew | Director | — | 2006-06-30 |
| GARWOOD, Valerie Ann | Director | — | 1998-04-30 |
| GETLEY, Bridgit Mary | Director | 1994-05-01 | 2006-06-30 |
| GOLDING, David Richard | Director | 1999-05-01 | 2006-06-30 |
| GOLDRING, Blake Charles | Director | 2015-12-08 | 2020-09-01 |
| GORDON, James | Director | 2006-09-08 | 2015-12-08 |
| GOWLLAND, Charles Oliver Mark | Director | 2004-11-01 | 2006-06-30 |
| GRAY, Simon John David Learmonth | Director | 2000-03-01 | 2003-06-06 |
| GRAY, Simon Talbot | Director | — | 1998-04-30 |
| GRESHAM-THOMPSON, Nicholas Jonathan Ashleigh | Director | 1998-05-01 | 2000-06-14 |
| HARLEY, John | Director | 2016-06-08 | 2018-09-19 |
| HARTNELL, Ian Patrick Dunston | Director | 1993-05-01 | 2001-07-31 |
| HAZELL, Peter Frank | Director | 2015-12-08 | 2016-11-30 |
| HODGES, Roy | Director | 2006-06-30 | 2009-01-01 |
| HODGSON, Nicholas Thomas Andrew | Director | 2012-07-25 | 2015-12-08 |
| HORDERN, Fern Joanna | Director | 2006-06-01 | 2006-06-30 |
| HORLER, Emma Caroline | Director | — | 2006-06-30 |
| HORNE, David | Director | 2001-07-19 | 2006-06-30 |
| HOTSON, Grant Thomas | Director | 2016-08-22 | 2020-09-30 |
| ISMAY, William David | Director | 2005-05-01 | 2006-06-30 |
| JAMES, Jeremy Gordon Douglas | Director | — | 1999-01-30 |
| JONES, Keith | Director | 2015-12-08 | 2025-09-05 |
| KEATING, Jeffrey Nicholas | Director | — | 1996-04-30 |
| KENNY, Christopher John | Director | 2010-08-20 | 2015-12-08 |
| KENNY, Christopher John | Director | 2004-05-01 | 2006-06-30 |
| KIDSON, Robert John | Director | 1992-12-01 | 1996-04-30 |
| KING, Zoe | Director | 2004-11-01 | 2006-06-30 |
| L'VOV BASIROV, Azhic Eduard | Director | 1995-05-01 | 1996-04-30 |
| LAVINGTON, Charles Hugh | Director | — | 2005-10-13 |
| LINDLEY, Patricia Ann | Director | 1999-05-01 | 2000-03-22 |
| LINDSELL, Charles Nicholas | Director | 1997-01-02 | 2004-01-08 |
| LOWE, Peter Edward | Director | 2004-05-01 | 2006-06-30 |
| LOWSON, Colin David | Director | 2005-12-08 | 2006-06-30 |
| LYNAS, Christopher Richard | Director | 1994-05-01 | 2006-06-30 |
| MABEY, Simon John | Director | 1993-09-27 | 2006-06-30 |
| MANISTY, Michael Christopher | Director | 1993-09-27 | 2003-12-05 |
| MANISTY, Michael Christopher | Director | — | 1993-09-27 |
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 | 2024-03-28 | Active |
| Evelyn Partners Professional Services Group Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Ceased 2024-03-28 |
Filing timeline
Last 20 of 470 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 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 | |
| 2025-11-25 | 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 | |
| 2025-05-09 | AP01 | officers | Appoint person director company with name date | |
| 2025-04-04 | TM01 | officers | Termination director company with name termination date | |
| 2025-03-11 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-02-21 | TM01 | officers | Termination director company with name termination date | |
| 2025-02-21 | AP01 | officers | Appoint person director company with name date | |
| 2024-07-24 | AA | accounts | Accounts with accounts type full | |
| 2024-07-01 | TM01 | officers | Termination director company with name termination date | |
| 2024-05-22 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2024-05-22 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 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
- 9
- 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
+5.2%
£103,371,000 £108,712,000
highest in 3 filed years
-
Cash
-12.9%
£39,274,000 £34,211,000
lowest in 3 filed years
-
Net assets
-6.7%
£39,234,000 £36,622,000
lowest in 3 filed years
-
Employees
—
Not reported
-
Operating profit
-12.4%
£11,153,000 £9,772,000
-
Profit before tax
+9.8%
£11,199,000 £12,296,000
highest 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