EVERGREEN INVESTMENT ADVISORS (UK) LLP
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2027-05-11 (in 1y)
Last made up 2026-04-27
Watchouts
None on the register
Cash
£2M
+33.4% vs 2023
Net assets
£5M
-21.8% vs 2023
Employees
15
+15.4% vs 2023
Profit before tax
£2M
-61.7% vs 2023
Name history
Renamed 2 times since incorporation
- EVERGREEN INVESTMENT ADVISORS (UK) LLP 2025-10-06 → present
- M3 INVESTMENT GROUP (UK) LLP 2023-05-24 → 2025-10-06
- M3 PRINCIPAL INVESTMENT (UK) LLP 2022-04-28 → 2023-05-24
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 | £9,795,754 | £6,573,139 | |
| Operating profit | £5,459,645 | £2,087,994 | |
| Profit before tax | £5,459,645 | £2,089,128 | |
| Net profit | £4,403,497 | £881,422 | |
| Cash | £1,130,850 | £1,508,041 | |
| Total assets less current liabilities | £6,683,361 | £5,226,700 | |
| Net assets | £6,683,361 | £5,226,700 | |
| Equity | £4,428,861 | £4,426,283 | |
| Average employees | 13 | 15 | |
| Wages | £2,577,318 | £2,675,356 |
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 | 55.7% | 31.8% | |
| Net margin | 45.0% | 13.4% | |
| Return on capital employed | 81.7% | 39.9% | |
| Gearing (liabilities / total assets) | 12.7% | 17.8% | |
| Current ratio | -7.34x | -5.02x |
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 102
- Reporting scope
- Standalone (parent only)
- Auditor
- PricewaterhouseCoopers LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the LLP's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Group structure
- EVERGREEN INVESTMENT ADVISORS (UK) LLP · parent
- Chartwell Housing Finance Solutions Proprietary Limited 12.35%
Significant events
- “On 26 August 2024 there was a change in the ownership structure at Chartwell Housing Finance Solutions Proprietary Limited. This caused the LLP's proportion of shares to increase from 10% to 12.35%. Certain shares were cancelled for £nil consideration resulting in the LLP's proportion of shares to increase.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 2 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| THAKORE, Trishul | Llp Designated Member | 2022-12-31 | Feb 1980 | — |
| EVERGREEN INVESTMENT ADVISORS LIMITED | Corporate Llp Designated Member | 2022-04-28 | — | — |
| ARDU, Pina | Llp Member | 2023-02-01 | Nov 1976 | — |
| HUNT, Charles Edward Archer | Llp Member | 2026-02-01 | Feb 1991 | — |
| KERCIKU, Adri | Llp Member | 2026-02-04 | Jun 1984 | — |
| PATEL, Rishi | Llp Member | 2023-02-01 | Dec 1975 | — |
Show 2 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| MEYER, Robert Ian Simon | Llp Designated Member | 2022-04-28 | 2022-12-31 |
| HARDICK, Rory Alan | Llp Member | 2023-02-01 | 2025-09-30 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Evergreen Investment Advisors 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 | 2022-04-28 | Active |
Filing timeline
Last 20 of 28 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-10-06 CERTNM Certificate change of name company
- 2025-10-06 LLNM01 Change of name notice limited liability partnership
- 2023-05-24 CERTNM Certificate change of name company
- 2023-05-24 LLNM01 Change of name notice limited liability partnership
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-29 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-04-28 | LLCH01 | officers | Change person member limited liability partnership with name change date | |
| 2026-02-17 | LLAP01 | officers | Appoint person member limited liability partnership with appointment date | |
| 2026-02-13 | LLAP01 | officers | Appoint person member limited liability partnership with appointment date | |
| 2025-10-14 | LLPSC05 | persons-with-significant-control | Change to a person with significant control limited liability partnership | |
| 2025-10-06 | CERTNM | change-of-name | Certificate change of name company | |
| 2025-10-06 | LLNM01 | change-of-name | Change of name notice limited liability partnership | |
| 2025-09-30 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2025-09-19 | LLCH02 | officers | Change corporate member limited liability partnership with name change date | |
| 2025-04-29 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-04-23 | AA | accounts | Accounts with accounts type full | |
| 2024-07-15 | LLCH02 | officers | Change corporate member limited liability partnership with name change date | |
| 2024-05-14 | AA | accounts | Accounts with accounts type full | |
| 2024-04-30 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-01-16 | LLAD01 | address | Change registered office address limited liability partnership with date old address new address | |
| 2023-05-24 | CERTNM | change-of-name | Certificate change of name company | |
| 2023-05-24 | LLNM01 | change-of-name | Change of name notice limited liability partnership | |
| 2023-05-09 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-05-09 | LLPSC05 | persons-with-significant-control | Change to a person with significant control limited liability partnership | |
| 2023-05-05 | LLCH02 | officers | Change corporate member limited liability partnership with name change 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
-32.9%
£9,795,754 £6,573,139
-
Cash
+33.4%
£1,130,850 £1,508,041
-
Net assets
-21.8%
£6,683,361 £5,226,700
-
Employees
+15.4%
13 15
-
Operating profit
-61.8%
£5,459,645 £2,087,994
-
Profit before tax
-61.7%
£5,459,645 £2,089,128
-
Wages
+3.8%
£2,577,318 £2,675,356
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