EVELYN PARTNERS INVESTMENT MANAGEMENT LLP
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-11-23 (in 6mo)
Last made up 2025-11-09
Watchouts
None on the register
Cash
£25M
-14.4% vs 2023
Net assets
£72M
+0.5% vs 2023
Employees
91
-9.9% vs 2023
Profit before tax
—
Period ending 2024-12-31
Name history
Renamed 2 times since incorporation
- EVELYN PARTNERS INVESTMENT MANAGEMENT LLP 2022-06-14 → present
- SMITH & WILLIAMSON INVESTMENT MANAGEMENT LLP 2013-05-03 → 2022-06-14
- SWIM NEWCO LLP 2011-11-09 → 2013-05-03
Net assets
2-year trend · vs Unclassified median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £124,713,000 | £140,108,000 | |
| Operating profit | £50,903,000 | £49,584,000 | |
| Profit before tax | — | — | |
| Net profit | £18,952,000 | £17,922,000 | |
| Cash | £29,237,000 | £25,028,000 | |
| Total assets less current liabilities | £71,620,000 | £73,339,000 | |
| Net assets | £71,588,000 | £71,972,000 | |
| Equity | £71,588,000 | £71,972,000 | |
| Average employees | 101 | 91 | |
| 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 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | 40.8% | 35.4% | |
| Net margin | 15.2% | 12.8% | |
| Return on capital employed | 71.1% | 67.6% | |
| Current ratio | 4.27x | 4.40x |
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 LLP's performance projections for the period of at least 12 months from the date of issue of the financial statements, the members are satisfied that, in taking account of a range of stress tests which are deemed to be severe but plausible, the LLP has adequate access to resources to enable the LLP to meet its obligations and continue in operational existence for the foreseeable future.”
Significant events
- “During the year, the holding structure of parent undertakings was simplified through the amalgamation of Symmetry Topco Guernsey Limited (STGL) and Violin Topco Guernsey Limited, along with a share capital reorganisation and cash redemption of certain preference shares.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
92 active · 8 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| GEDDES, Paul Robert | Llp Designated Member | 2023-10-06 | Jun 1969 | — |
| GERSH, Alexander | Llp Designated Member | 2025-06-27 | Mar 1964 | — |
| EVELYN PARTNERS I M LIMITED | Corporate Llp Designated Member | 2015-08-27 | — | — |
| ALLEN, Kenneth William | Llp Member | 2013-07-01 | Mar 1961 | — |
| AMPHLETT-LEWIS, David Evan | Llp Member | 2013-05-07 | Aug 1975 | — |
| ARMES, Rohan Bruce Harcourt | Llp Member | 2013-05-07 | Aug 1963 | — |
| AYLOTT, Lucy Catherine | Llp Member | 2013-05-07 | Dec 1972 | — |
| BANSZKY-VON-AMBROZ, Genevra Harriet Ilona | Llp Member | 2018-07-01 | Apr 1985 | — |
| BARBOUR, Alastair | Llp Member | 2014-07-01 | Jul 1985 | — |
| BARNARD, Katy Victoria | Llp Member | 2013-05-07 | Jun 1977 | — |
| BATCHELOR, David John | Llp Member | 2021-07-01 | Jan 1986 | — |
| BIRKENSHAW, John Michael | Llp Member | 2021-07-01 | Jul 1969 | — |
| BOSCAWEN, Vere George, Hon | Llp Member | 2013-05-07 | Sep 1964 | — |
| BOWDEN, Alexander Gordon Houston | Llp Member | 2013-05-07 | May 1972 | — |
| BOYD, Fergus Philip Paul Mcneil | Llp Member | 2013-05-07 | Sep 1982 | — |
| BRAITHWAITE, Rowan Richard | Llp Member | 2013-05-07 | Aug 1956 | — |
| BRASSINGTON, Robert Owen | Llp Member | 2024-11-01 | Dec 1958 | — |
| BROOKS, Luke | Llp Member | 2024-12-02 | Sep 1980 | — |
| BURNS, James Alexander | Llp Member | 2013-05-07 | Feb 1976 | — |
| BURNYEAT, Mark Timothy | Llp Member | 2013-05-07 | Jul 1958 | — |
| CAHENY, Fergus John | Llp Member | 2013-05-07 | Mar 1970 | — |
| CASALI, Daniel Aidan | Llp Member | 2017-09-01 | Mar 1971 | — |
| CHRISTIE, Jonathan | Llp Member | 2013-05-07 | Nov 1977 | — |
| CLARKE, Henrietta Caroline | Llp Member | 2013-05-07 | Sep 1973 | — |
| CLATWORTHY, Jonathan James | Llp Member | 2020-07-01 | Aug 1981 | — |
| CUNNINGHAM, Jonathan Richard Colville | Llp Member | 2013-05-07 | Feb 1970 | — |
| CUNNINGTON, Andrew Ronald | Llp Member | 2024-12-02 | Apr 1980 | — |
| DALRYMPLE, Jocelyn Hew | Llp Member | 2024-11-01 | Jun 1962 | — |
| DAVIES, John Francois Alun | Llp Member | 2018-07-01 | Jun 1983 | — |
| DENMAN, Roland Sebastian Richard | Llp Member | 2015-01-01 | Jun 1977 | — |
| DENT, Benjamin Thomas | Llp Member | 2015-01-01 | Mar 1984 | — |
| DEVINE, Nuala Cecilia | Llp Member | 2017-07-01 | Feb 1972 | — |
| DYSON, Caroline Louise | Llp Member | 2017-07-01 | Feb 1983 | — |
| EDWARDS, Augustus John Mckie | Llp Member | 2021-07-01 | Dec 1990 | — |
| EGGELS, James Peter | Llp Member | 2014-07-01 | Mar 1980 | — |
| ELWELL, Colin William | Llp Member | 2013-05-07 | Jan 1971 | — |
| ERSKINE, John | Llp Member | 2013-05-07 | Apr 1964 | — |
| FACCHINO, Mark Anthony James Enrico | Llp Member | 2013-05-07 | Sep 1964 | — |
| FISHER, William James | Llp Member | 2013-05-07 | Sep 1965 | — |
| FLACKETT, Christian Albert | Llp Member | 2021-08-01 | Mar 1973 | — |
| FLEMING, Rupert Michael | Llp Member | 2013-05-07 | May 1969 | — |
| GOWLLAND, Charles Oliver Mark | Llp Member | 2013-05-07 | Nov 1971 | — |
| GRIFFITH, Richard Llewelyn Wynne | Llp Member | 2013-05-07 | Jun 1977 | — |
| HARDY, Michael Alan | Llp Member | 2014-01-01 | Apr 1974 | — |
| HENDERSON, Lisa Josephine | Llp Member | 2017-07-01 | Jun 1980 | — |
| HENDIN, Edward John Beauchamp Charles | Llp Member | 2013-05-07 | Aug 1972 | — |
| HODGES, Jeremy George | Llp Member | 2013-05-07 | Apr 1972 | — |
| HORLER, Emma Caroline | Llp Member | 2013-05-07 | Nov 1963 | — |
| IMRIE, Alexander Gilmour | Llp Member | 2018-07-01 | Apr 1980 | — |
| INKIN, Piers Alexander David | Llp Member | 2013-05-07 | Aug 1965 | — |
| JAMES, Nicholas | Llp Member | 2024-11-01 | Jan 1963 | — |
| KENNY, Christopher John | Llp Member | 2013-05-07 | Aug 1971 | — |
| KENNY, Ian Philip | Llp Member | 2013-05-07 | Apr 1975 | — |
| LITTLE, Graeme Andrew | Llp Member | 2017-07-20 | Apr 1966 | — |
| LOUTIT, Timothy James | Llp Member | 2018-07-01 | Nov 1965 | — |
| LOWSON, Colin David | Llp Member | 2013-05-07 | Oct 1962 | — |
| MACEWEN, James Adrian Rory | Llp Member | 2021-08-01 | Jan 1982 | — |
| MARTIN, Adam Wisnom | Llp Member | 2013-07-01 | Jun 1981 | — |
| MAYNARD, Simon Howard Michael | Llp Member | 2013-05-07 | May 1975 | — |
| MCCLEANE, David Christopher | Llp Member | 2013-05-07 | Dec 1966 | — |
| MCLEAN, Brian John | Llp Member | 2013-05-07 | Oct 1977 | — |
| MITFORD-SLADE, Nicola Claire | Llp Member | 2015-05-05 | May 1967 | — |
| MORRISON, James Hilary | Llp Member | 2013-05-07 | Feb 1967 | — |
| MOYNIHAN, Alison Lesley | Llp Member | 2013-05-07 | Jul 1971 | — |
| MURPHY, Nicholas William | Llp Member | 2013-05-07 | Feb 1966 | — |
| MURRAY, Oliver James Chapman | Llp Member | 2018-08-01 | Oct 1982 | — |
| O'NEILL, Christopher Ciaran | Llp Member | 2019-07-01 | Dec 1982 | — |
| PEACOCK, Andrew William Shaun | Llp Member | 2018-07-01 | Aug 1981 | — |
| PEPPIATT, Nicholas Donald | Llp Member | 2013-05-07 | Sep 1971 | — |
| RAVAL, Vinay Dilip | Llp Member | 2014-01-01 | Feb 1979 | — |
| RAVENSCROFT, David Hugh | Llp Member | 2013-05-07 | Oct 1969 | — |
| REYNOLDS, Alexander Charles | Llp Member | 2021-07-01 | Mar 1974 | — |
| RICHLEY, Ian Stuart | Llp Member | 2013-05-07 | Mar 1971 | — |
| RICHMOND, Harriet Sarah Katherine | Llp Member | 2013-05-07 | Sep 1969 | — |
| SAUNDERS, Michael Peter Maurice | Llp Member | 2018-07-01 | Nov 1985 | — |
| SCOTT, Nicholas Charles | Llp Member | 2013-05-07 | Sep 1974 | — |
| SELFRIDGE, Gordon Alexander | Llp Member | 2013-05-07 | Mar 1974 | — |
| SHARP, Emma Louise | Llp Member | 2015-07-01 | Jun 1978 | — |
| SHEPHERD, Rebecca Louise | Llp Member | 2016-07-01 | Mar 1984 | — |
| SHILLINGTON, Thomas Gerard | Llp Member | 2013-05-07 | Jul 1972 | — |
| SMITH, Hugo Nicolas Heriz | Llp Member | 2013-05-07 | Nov 1975 | — |
| SUMMERS, James Alexander | Llp Member | 2013-07-01 | May 1976 | — |
| TAYLOR, Lucy Louise | Llp Member | 2020-07-01 | May 1975 | — |
| THORNHILL, Louise Rebecca | Llp Member | 2017-07-01 | Oct 1979 | — |
| VAN DEN BERG, Inno Gerard | Llp Member | 2019-04-08 | Nov 1965 | — |
| WATTS, Christopher | Llp Member | 2013-05-07 | Apr 1975 | — |
| WELSH, Iain | Llp Member | 2019-01-01 | Jul 1985 | — |
| WILLIS, Mark Paul | Llp Member | 2013-05-07 | Feb 1975 | — |
| WINTER, Charles Edward | Llp Member | 2013-05-07 | Jun 1969 | — |
| WITHERIDGE, Simon George Gilbart | Llp Member | 2013-05-07 | Jul 1970 | — |
| WRIGHT, Geraldine Ann | Llp Member | 2013-09-30 | Apr 1958 | — |
| EVELYN PARTNERS GROUP LIMITED | Corporate Llp Member | 2024-03-28 | — | — |
Show 8 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BADDELEY, Andrew Martin | Llp Designated Member | 2021-07-01 | 2025-03-31 |
| COBB, David Martin | Llp Designated Member | 2013-05-07 | 2021-11-26 |
| GRIGG, Christopher Montague | Llp Designated Member | 2025-03-31 | 2025-07-28 |
| PEARCE, Gareth David | Llp Designated Member | 2013-05-07 | 2013-09-26 |
| STOPPS, Kevin Peter | Llp Designated Member | 2013-05-07 | 2021-10-01 |
| WOODHOUSE, Christopher | Llp Designated Member | 2021-07-01 | 2023-08-11 |
| SMITH & WILLIAMSON HOLDINGS LIMITED | Corporate Llp Designated Member | 2011-11-09 | 2013-05-07 |
| SMITH & WILLIAMSON I M LIMITED | Corporate Llp Designated Member | 2011-11-09 | 2012-07-27 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Evelyn Partners I M Limited | Corporate entity | voting-rights-75-to-100-percent-limited-liability-partnership, right-to-share-surplus-assets-75-to-100-percent-limited-liability-partnership, right-to-appoint-and-remove-members-limited-liability-partnership | 2016-04-06 | Active |
Filing timeline
Last 20 of 584 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-30 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2026-04-07 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2026-04-02 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2026-01-07 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2026-01-06 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-12-05 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-11-25 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-11-12 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-11-12 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2025-11-12 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-11-12 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-11-11 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-11-11 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-11-11 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-11-11 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-08-12 | AA | accounts | Accounts with accounts type full | |
| 2025-08-04 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2025-07-30 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-07-11 | LLAP01 | officers | Appoint person member limited liability partnership with appointment date | |
| 2025-04-10 | LLAP01 | officers | Appoint person member limited liability partnership with appointment date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 19
- Capital events
- 0
- Officers appointed
- 1
- 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
+12.3%
£124,713,000 £140,108,000
-
Cash
-14.4%
£29,237,000 £25,028,000
-
Net assets
+0.5%
£71,588,000 £71,972,000
-
Employees
-9.9%
101 91
-
Operating profit
-2.6%
£50,903,000 £49,584,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers