EVELYN PARTNERS INVESTMENT SERVICES LIMITED
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Cash
£48m
+39.7% highest in 4 filed years
Net assets
£38m
+19.7% vs 2024
Employees
—
Average over period
Profit before tax
£17m
+36.7% highest in 4 filed years
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
10 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
Net assets
4-year trend · vs Financials median
EVELYN PARTNERS INVESTMENT SERVICES LIMITED·Financials median
EVELYN PARTNERS INVESTMENT SERVICES LIMITED·Financials median
EVELYN PARTNERS INVESTMENT SERVICES LIMITED·Financials median
EVELYN PARTNERS INVESTMENT SERVICES LIMITED·Financials median
EVELYN PARTNERS INVESTMENT SERVICES LIMITED·Financials median
Accounts
4-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|---|
| Turnover | £69,327,000 | £103,371,000 | £108,712,000 | £111,392,000 | +2.5% | |
| Operating profit | £9,566,000 | £11,153,000 | £9,772,000 | £14,535,000 | +48.7% | |
| Profit before tax | £9,629,000 | £11,199,000 | £12,296,000 | £16,811,000 | +36.7% | |
| Net profit | £7,852,000 | £8,577,000 | £9,236,000 | £12,618,000 | +36.6% | |
| Cash | £39,394,000 | £39,274,000 | £34,211,000 | £47,776,000 | +39.7% | |
| Total assets less current liabilities | £40,745,000 | £39,791,000 | £38,061,000 | £41,264,000 | +8.4% | |
| Net assets | £40,171,000 | £39,234,000 | £31,769,000 | £38,029,000 | +19.7% | |
| Equity | £40,171,000 | £39,234,000 | £31,769,000 | £38,029,000 | +19.7% | |
| Average employees | 0 | 0 | — | — | — | |
| Wages | — | — | — | — | — | |
| Directors' remuneration | — | £2,837,000 | £3,569,000 | £2,607,000 | -27% | |
| Directors' pension contributions | — | £0 | £0 | — | — | |
| Highest paid director | — | £902,000 | £1,617,000 | £1,080,000 | -33.2% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|---|
| Operating margin | 13.8% | 10.8% | 9.0% | 13.0% | |
| Net margin | 11.3% | 8.3% | 8.5% | 11.3% | |
| Return on capital employed | 23.5% | 28.0% | 25.7% | 35.2% | |
| Gearing (liabilities / total assets) | 38.8% | 41.1% | 51.3% | 50.6% | |
| Current ratio | — | 2.40x | 2.24x | 0.23x |
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.
Name history
Renamed 3 times since incorporation
- EVELYN PARTNERS INVESTMENT SERVICES LIMITED 2022-06-14 → present
- SMITH & WILLIAMSON INVESTMENT SERVICES LIMITED 2013-05-03 → 2022-06-14
- SMITH & WILLIAMSON INVESTMENT MANAGEMENT LIMITED 1997-11-14 → 2013-05-03
- SMITH & WILLIAMSON SECURITIES 1970-04-02 → 1997-11-14
Audit & accounting basis
- Accounting basis
- other
- Reporting scope
- Standalone (parent only)
- Auditor
- Forvis Mazars LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors continue to adopt the going concern basis of accounting in preparing the financial statements.”
Group structure
- EVELYN PARTNERS INVESTMENT SERVICES LIMITED · parent
- Evelyn Partners Nominees Limited 100%
Significant events
- “On 9 February 2026, it was announced that NatWest Group Plc had reached an agreement to acquire the Company's parent undertaking of the largest group for which consolidated financial statements are prepared, Symmetry Topco Guernsey Limited. The transaction is subject to regulatory approval.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
7 active · 146 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| DAVIES, Charlotte | Secretary | 2024-03-31 | — | — |
| KENNY, Christopher John | Director | 2026-06-30 | Aug 1971 | British |
| MCDONALD PRYER, Patrice | Director | 2026-06-30 | Feb 1969 | Irish |
| MUSTAFFA, Muhammad Faqihuddin | Director | 2026-06-30 | Jul 1990 | Malaysian |
| RENNISON, Mark Martin | Director | 2026-06-30 | Aug 1960 | British |
| RICHARDS, Anne Helen, Dame | Director | 2026-06-30 | Aug 1964 | British |
| STOTT, Jakob | Director | 2026-06-30 | May 1955 | Danish |
Show 146 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 |
| BOYLE, Sally Ann | Director | 2024-03-22 | 2026-06-30 |
| 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 |
| DEMING, Peter Hepburn | Director | 2020-09-01 | 2026-06-30 |
| 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 |
| GEDDES, Paul Robert | Director | 2023-10-06 | 2026-06-30 |
| GERSH, Alexander | Director | 2025-06-27 | 2026-06-30 |
| 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 |
| GRIGG, Christopher Montague | Director | 2021-08-02 | 2026-06-30 |
| HAGERTY, Sean Patrick | Director | 2025-05-01 | 2026-06-30 |
| 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 |
| HUYSSEUNE, Thibault | Director | 2025-02-12 | 2026-06-30 |
| 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 |
| MANN, Sarah Adrienne | Director | 2000-05-01 | 2001-11-09 |
| MANSEL, Hugh Clavell | Director | 1999-04-01 | 2006-06-30 |
| MARSHALL, Robin | Director | 2005-05-01 | 2006-06-30 |
| MCNABB III, Frederick William | Director | 2021-01-15 | 2022-11-18 |
| MEDICI, Noel | Director | 2012-11-19 | 2015-12-08 |
| MILLS, Peter George | Director | 1995-06-22 | 2002-04-30 |
| MITCHELL, Thomas | Director | 2005-11-03 | 2006-06-30 |
| MORRIS, John Simon Thrale | Director | — | 2003-04-30 |
| MUELDER, Philip Sebastian | Director | 2020-09-01 | 2025-02-12 |
| MYRDDIN EVANS, David | Director | 2003-11-01 | 2005-07-18 |
| ORME, Anthony | Director | 1997-11-01 | 2006-09-20 |
| PARKER, Henry Mowbray | Director | — | 2006-06-30 |
| PEARCE, Gareth David | Director | — | 2013-09-26 |
| PELL, Christopher | Director | 2020-09-01 | 2026-06-30 |
| QUAILE, Stephen William | Director | 2005-11-17 | 2006-06-30 |
| RAVENSCROFT, David Hugh | Director | 2005-05-01 | 2006-06-30 |
| REDMOND, Adrian Peter James | Director | 2005-11-01 | 2006-06-30 |
| ROMER-LEE, Daniel | Director | — | 2001-04-30 |
| ROSE, Martin John | Director | 1992-11-01 | 2006-06-30 |
| ROSENGARTEN, Edward Louis | Director | 2014-10-30 | 2015-12-08 |
| RUSHTON, Christopher Charles St John | Director | — | 1999-09-12 |
| SAMUEL, William Meredith, Mr | Director | 2020-09-30 | 2022-02-18 |
| SANDERS, Robert Edward | Director | 2000-05-01 | 2003-09-12 |
| SAUNDERS, Peter Banfield | Director | 1997-10-13 | 2003-07-24 |
| SAUNDERS, Robert James | Director | 1994-05-01 | 1997-09-24 |
| SCOTT, Helena Victoria Brodie | Director | 2005-05-01 | 2006-06-30 |
| SEALY, Nicholas John Elliot | Director | — | 2003-03-25 |
| SIMMONS, Allan Frank | Director | 1995-06-22 | 1996-09-18 |
| SMILEY, Patrick Valerian | Director | 2009-01-20 | 2015-12-08 |
| SMILEY, Patrick | Director | 2006-02-23 | 2006-06-30 |
| STENT, Carla Rosaline | Director | 2019-10-04 | 2026-06-30 |
| STONE, Peter John | Director | 2000-10-18 | 2003-03-25 |
| STOPPS, Kevin Peter | Director | 2013-09-26 | 2021-10-01 |
| STOPPS, Kevin Peter | Director | 2004-10-28 | 2006-06-30 |
| STRUTT, Henry Clavering Tollemache | Director | 2015-12-08 | 2016-04-08 |
| SYKES, Andrew Francis | Director | 2015-12-08 | 2020-09-30 |
| SYMONDS, Michael William | Director | 1999-04-13 | 2002-07-31 |
| THOMAS, Anne Elizabeth | Director | 2003-05-01 | 2005-10-31 |
| VOYEZ, John Henry | Director | — | 1992-12-03 |
| WALKER, Robin Charles Andrew | Director | — | 1995-01-20 |
| WEBSTER, Alec Stanley | Director | — | 1998-01-30 |
| WIKLUND, Kjersti | Director | 2022-09-09 | 2026-06-30 |
| WILLIAMS, David Edward | Director | — | 1992-12-03 |
| WILLIAMS, John Gerald Robertson | Director | — | 1998-04-30 |
| WINDEBANK, Geoffrey David | Director | 2008-03-13 | 2010-10-26 |
| WITHERIDGE, Simon George Gilbart | Director | 2004-05-01 | 2006-06-30 |
| WOOD, David Hemsley | Director | — | 2002-04-30 |
| WOODHOUSE, Christopher | Director | 2020-09-01 | 2023-08-11 |
| WOOLF, Richard Philip | Director | — | 1993-08-10 |
| YELDON, Peter James | Director | 1995-06-22 | 2000-10-18 |
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 487 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-09-10 | AA | accounts | Accounts with accounts type full | |
| 2026-07-09 | AP01 | officers | Appoint person director company with name date | |
| 2026-07-09 | AP01 | officers | Appoint person director company with name date | |
| 2026-07-09 | AP01 | officers | Appoint person director company with name date | |
| 2026-07-09 | AP01 | officers | Appoint person director company with name date | |
| 2026-07-07 | TM01 | officers | Termination director company with name termination date | |
| 2026-07-07 | AP01 | officers | Appoint person director company with name date | |
| 2026-07-07 | AP01 | officers | Appoint person director company with name date | |
| 2026-07-06 | TM01 | officers | Termination director company with name termination date | |
| 2026-07-06 | TM01 | officers | Termination director company with name termination date | |
| 2026-07-06 | TM01 | officers | Termination director company with name termination date | |
| 2026-07-06 | TM01 | officers | Termination director company with name termination date | |
| 2026-07-06 | TM01 | officers | Termination director company with name termination date | |
| 2026-07-06 | TM01 | officers | Termination director company with name termination date | |
| 2026-07-06 | TM01 | officers | Termination director company with name termination date | |
| 2026-07-06 | TM01 | officers | Termination director company with name termination date | |
| 2026-07-06 | TM01 | officers | Termination director company with name termination date | |
| 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 |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 20
- Capital events
- 0
- Officers appointed
- 6
- Officers resigned
- 10
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.