S&W PARTNERS CORPORATE FINANCE LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-09-26 (in 4mo)
Last made up 2025-09-12
Watchouts
None on the register
Cash
£2M
-20.4% vs 2022
Net assets
£3M
-9.3% vs 2022
Employees
0
Average over period
Profit before tax
-£408K
-163.2% vs 2022
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · latest reflected 2023-12-31
Latest accounts filed cover 2024-12-31; financial figures currently reflect up to 2023-12-31.
| Metric | Trend | 2022-01-01 | 2022-12-31 | 2023-12-31 |
|---|---|---|---|---|
| Turnover | — | £3,022,000 | £2,584,000 | |
| Operating profit | — | £637,000 | -£471,000 | |
| Profit before tax | — | £646,000 | -£408,000 | |
| Net profit | — | £526,000 | -£314,000 | |
| Cash | — | £2,000,000 | £1,592,000 | |
| Total assets less current liabilities | — | — | — | |
| Net assets | — | £3,373,000 | £3,059,000 | |
| Equity | £3,347,000 | £3,373,000 | £3,059,000 | |
| 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 |
|---|---|---|---|---|
| Operating margin | — | 21.1% | -18.2% | |
| Net margin | — | 17.4% | -12.2% |
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.”
Significant events
- “On 25 November 2024, it was announced that Apax Partners reached an agreement to acquire the Company's immediate parent undertaking, Evelyn Partners Professional Services Group Limited. The transaction is subject to regulatory approval and is expected to complete in the first half of 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
3 active · 64 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BARNETT, Melanie Jayne | Secretary | 2024-12-02 | — | — |
| BADDELEY, Andrew Martin | Director | 2020-09-30 | May 1964 | British |
| WILKES, Andrew Terence Ronald | Director | 2024-07-30 | Aug 1967 | British |
Show 64 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| COLLETT, Brian | Secretary | 2002-09-12 | 2002-11-07 |
| DAVIES, Charlotte | Secretary | 2024-03-31 | 2024-12-02 |
| ROSE, Martin John | Secretary | 2009-10-01 | 2010-05-26 |
| SAUNDERS, Deborah Ann | Secretary | 2010-05-26 | 2021-09-01 |
| VALLANCE, Richard Frederick | Secretary | 2002-10-28 | 2009-10-01 |
| WHITE, Gavin Raymond | Secretary | 2021-09-01 | 2024-03-31 |
| ALLY, Bibi Rahima | Director | 2002-09-12 | 2002-11-07 |
| APPLETON, John Christopher | Director | 2002-12-12 | 2006-06-30 |
| BOADLE, Jeremy Tristan | Director | 2002-12-12 | 2016-10-31 |
| BOYCOTT, Robin David | Director | 2002-12-12 | 2006-02-14 |
| BOYLE, Sally Ann | Director | 2024-03-22 | 2025-03-31 |
| CHAMBERS, Elizabeth Grace | Director | 2018-06-19 | 2024-03-31 |
| CHAMPION, Anthony Richard | Director | 2002-12-12 | 2006-06-30 |
| COBB, David Martin | Director | 2013-09-26 | 2024-06-21 |
| CORK, Stephen Robert Leslie | Director | 2006-06-30 | 2010-10-04 |
| COWIE, John Randall Lorn | Director | 2002-11-22 | 2006-06-30 |
| DALRYMPLE, Jocelyn Hew | Director | 2012-07-31 | 2018-05-30 |
| DEMING, Peter Hepburn | Director | 2020-09-01 | 2024-07-31 |
| DONALD, Christopher James | Director | 2002-11-22 | 2006-06-30 |
| DUCI, Nevio | Director | 2024-07-17 | 2025-03-31 |
| FERNANDES, Peter Luis | Director | 2018-06-19 | 2020-09-01 |
| FISHER, Andrew Charles | Director | 2018-06-19 | 2020-09-01 |
| FOSBERRY, Michael Patrick | Director | 2002-12-12 | 2011-06-10 |
| FULLERTON BATTEN, William Andrew | Director | 2002-11-07 | 2006-06-30 |
| GEDDES, Paul Robert | Director | 2023-10-06 | 2025-03-31 |
| GOLDRING, Blake Charles | Director | 2018-06-19 | 2020-09-01 |
| GORDON, James | Director | 2016-01-21 | 2018-05-30 |
| GRIGG, Christopher Montague | Director | 2021-08-02 | 2025-03-31 |
| HALL, Douglas John | Director | 2006-06-30 | 2008-06-25 |
| HARLEY, John | Director | 2018-06-19 | 2018-09-19 |
| HERRING, John Anthony | Director | 2002-11-22 | 2003-08-15 |
| HORTON, Nicola Anne | Director | 2003-05-01 | 2006-06-30 |
| HOTSON, Grant Thomas | Director | 2016-08-22 | 2020-09-30 |
| HUYSSEUNE, Thibault | Director | 2024-07-10 | 2025-03-31 |
| JONES, David Thomas Grant | Director | 2005-05-01 | 2006-06-30 |
| JONES, Keith | Director | 2018-06-19 | 2024-07-31 |
| KIDSON, Robert John | Director | 2002-11-22 | 2006-06-30 |
| L'VOV-BASIROV, Azhic Eduard | Director | 2002-11-22 | 2006-06-30 |
| LEA, Michael David | Director | 2006-06-30 | 2014-05-01 |
| LEES, Sheridan Brooke | Director | 2014-05-21 | 2016-02-03 |
| LYFORD, Timothy John | Director | 2011-08-30 | 2016-03-31 |
| MABEY, Simon John | Director | 2002-11-07 | 2006-06-30 |
| MAHER, Peter Damian | Director | 2015-05-05 | 2018-05-30 |
| MCNABB III, Frederick William | Director | 2021-01-15 | 2022-11-18 |
| MOODY, Philip Edward | Director | 2006-06-30 | 2014-05-01 |
| MORRIS, John Simon Thrale | Director | 2002-11-22 | 2003-04-30 |
| MUELDER, Philip Sebastian | Director | 2020-09-01 | 2024-07-31 |
| MURPHY, Giles Adam Stuart George | Director | 2006-09-24 | 2018-05-30 |
| PEARCE, Gareth David | Director | 2002-12-12 | 2013-09-26 |
| PEDRETTE, Andrew Charles | Director | 2003-05-01 | 2006-06-30 |
| PELL, Christopher | Director | 2020-09-01 | 2024-07-31 |
| PHILLIPS, Amanda Jane | Director | 2004-05-01 | 2006-06-30 |
| QUAYUM, Syed Tasawar | Director | 2016-08-22 | 2018-05-30 |
| QUIGLEY, Philip Aidan | Director | 2003-10-30 | 2006-06-30 |
| ROSE, Martin John | Director | 2002-11-07 | 2006-06-30 |
| SAMUEL, William Meredith, Mr | Director | 2020-09-30 | 2022-02-18 |
| SHAW, Susan Elizabeth | Director | 2014-05-21 | 2018-05-30 |
| STENT, Carla Rosaline | Director | 2019-10-04 | 2024-07-31 |
| STOPPS, Kevin Peter | Director | 2006-06-30 | 2021-10-01 |
| SYKES, Andrew Francis | Director | 2018-06-19 | 2020-09-30 |
| THOMAS, Anne Elizabeth | Director | 2003-05-01 | 2005-10-31 |
| WIKLUND, Kjersti | Director | 2022-09-09 | 2024-07-31 |
| WOODHOUSE, Christopher | Director | 2020-09-01 | 2023-08-11 |
| WYSE, Paul Gerard | Director | 2008-09-23 | 2018-05-30 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| S&W Partners Group Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
Filing timeline
Last 20 of 242 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2025-09-15 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-09-15 | CH01 | officers | Change person director company with change date | |
| 2025-08-18 | AA | accounts | Accounts with accounts type full | |
| 2025-05-19 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2025-04-09 | MA | incorporation | Memorandum articles | |
| 2025-04-09 | RESOLUTIONS | resolution | Resolution | |
| 2025-04-02 | TM01 | officers | Termination director company | |
| 2025-04-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-04-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-04-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-04-01 | TM01 | officers | Termination director company with name termination date | |
| 2025-03-31 | CERTNM | change-of-name | Certificate change of name company | |
| 2024-12-11 | TM02 | officers | Termination secretary company with name termination date | |
| 2024-12-11 | AP03 | officers | Appoint person secretary company with name date | |
| 2024-09-17 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-09-04 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2024-08-15 | TM01 | officers | Termination director company with name termination date | |
| 2024-08-15 | TM01 | officers | Termination director company with name termination date | |
| 2024-08-15 | TM01 | officers | Termination director company with name termination date | |
| 2024-08-15 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
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
FY2022 → FY2023 · period ending 2023-12-31 vs 2022-12-31
-
Turnover
-14.5%
£3,022,000 £2,584,000
-
Cash
-20.4%
£2,000,000 £1,592,000
-
Net assets
-9.3%
£3,373,000 £3,059,000
-
Employees
—
Not reported
-
Operating profit
-173.9%
£637,000 -£471,000
-
Profit before tax
-163.2%
£646,000 -£408,000
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