EVELYN PARTNERS SECURITIES
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Cash
£1.9m
+23.7% vs 2024
Net assets
£13m
+0.4% vs 2024
Employees
0
Average over period
Profit before tax
£193k
-58.2% first positive since 2023
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
3 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 SECURITIES·Financials median
EVELYN PARTNERS SECURITIES·Financials median
EVELYN PARTNERS SECURITIES·Financials median
EVELYN PARTNERS SECURITIES·Financials median
EVELYN PARTNERS SECURITIES·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 | £3,638,000 | £1,301,000 | £456,000 | £393,000 | -13.8% | |
| Operating profit | £468,000 | -£485,000 | £255,000 | £106,000 | -58.4% | |
| Profit before tax | £706,000 | -£95,000 | £462,000 | £193,000 | -58.2% | |
| Net profit | £602,000 | -£141,000 | £195,000 | £247,000 | +26.7% | |
| Cash | £5,408,000 | £4,054,000 | £1,522,000 | £1,882,000 | +23.7% | |
| Total assets less current liabilities | £19,514,000 | £16,148,000 | £12,515,000 | — | — | |
| Net assets | £18,865,000 | £15,603,000 | £12,515,000 | £12,562,000 | +0.4% | |
| Equity | £18,865,000 | £15,603,000 | £12,515,000 | £12,562,000 | +0.4% | |
| Average employees | 0 | 0 | 0 | 0 | — | |
| Wages | — | — | — | — | — | |
| Directors' remuneration | — | £2,837,000 | £3,569,000 | £2,607,000 | -27% | |
| Highest paid director | £NaN | £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 | 12.9% | -37.3% | 55.9% | 27.0% | |
| Net margin | 16.5% | -10.8% | 42.8% | 62.8% | |
| Return on capital employed | 2.4% | -3.0% | 2.0% | — | |
| Gearing (liabilities / total assets) | 4.4% | 3.4% | 0.0% | 0.0% | |
| Interest cover | — | — | — | 35.33x |
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 SECURITIES 2022-06-15 → present
- TILNEY INVESTMENT MANAGEMENT 1998-04-06 → 2022-06-15
- TILNEY & CO 1993-10-01 → 1998-04-06
- CHARTERHOUSE TILNEY 1986-04-15 → 1993-10-01
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.”
Significant events
- “On 9 February 2026, it was announced that NatWest Group Pic 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 and is expected to complete in the summer of 2026.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
8 active · 137 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 |
Show 137 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BAGSHAW, Joanne Louise | Secretary | 2007-02-08 | 2014-08-01 |
| BARTLETT, Andrew William | Secretary | 2007-02-08 | 2012-05-22 |
| CALITZ, Frederick Johannes | Secretary | 2014-08-01 | 2016-09-30 |
| COATMAN, Susan Patricia | Secretary | — | 1993-10-01 |
| HASAN, Rehana | Secretary | 2016-09-30 | 2020-09-03 |
| SAUNDERS, Deborah Ann | Secretary | 2020-09-03 | 2021-09-01 |
| WETHERELL, David Robert | Secretary | 1995-01-01 | 2007-02-08 |
| WHITE, Gavin Raymond | Secretary | 2021-09-01 | 2024-03-31 |
| WHITFIELD, Robert Jeffery | Secretary | 1993-10-01 | 1994-12-31 |
| ABRAHAMS, Timothy Keith Anderson | Director | — | 2001-08-31 |
| ADAMS, Brendan Gerard | Director | 1999-10-04 | 2000-06-30 |
| ADAMS, Stephen | Director | — | 1993-10-01 |
| ASHWORTH, Simon George | Director | 1993-10-04 | 2002-08-06 |
| BADDELEY, Andrew Martin | Director | 2018-09-12 | 2025-03-31 |
| BEESTIN, Ian Michael | Director | 2002-09-25 | 2006-05-22 |
| BENNETT, Ian Lewis | Director | 2011-05-24 | 2014-08-01 |
| BICKLEY, John Peter | Director | 1993-10-04 | 2001-08-31 |
| BIRD, Terrence Stanley | Director | — | 2005-04-25 |
| BOTHAM, Peter Richard | Director | 1995-09-01 | 2001-08-31 |
| BOYD, Brian Richard | Director | 1999-10-04 | 2001-08-31 |
| BRADFORD, Symon | Director | 1999-11-01 | 2001-08-31 |
| BROOKES, Duncan Ian | Director | 1998-05-01 | 2001-08-31 |
| BROWN, Colin Murray | Director | — | 2001-08-31 |
| BURGESS, Richard Anthony | Director | — | 1993-10-04 |
| BURGOYNE, William Arthur | Director | 1997-10-01 | 2001-08-31 |
| CAMPBELL, David Alistair | Director | 2000-06-30 | 2008-03-06 |
| CANNON, Christopher Charles | Director | — | 1993-03-29 |
| CHAMBERS, Elizabeth Grace | Director | 2020-09-01 | 2024-03-31 |
| CHARNOCK, Steven Richard | Director | — | 1993-10-01 |
| CHERRY, Alan Paul | Director | 2002-09-25 | 2003-10-31 |
| COBB, David Martin | Director | 2020-12-04 | 2024-06-21 |
| COOLE, Raymond Douglas | Director | 1992-11-01 | 1993-10-01 |
| COURT, Robert Leonard | Director | 2005-11-16 | 2009-12-31 |
| DAVIES, Nigel Lindsey | Director | 1995-10-02 | 2001-08-31 |
| DAWSON, Howard | Director | — | 2001-08-31 |
| DE JEREZ, Leon Gunnar Theodore Perez | Director | 1999-05-03 | 2001-04-27 |
| DODD, Anthony Michael Maxwell | Director | — | 1992-06-30 |
| DODD, Lorraine Antonia Carrol | Director | 1992-05-01 | 1993-08-28 |
| DOWNING, Wadham St. John | Director | 2016-07-29 | 2018-08-03 |
| DUCKETT, Ernest | Director | — | 2001-08-31 |
| EDWARDS, Alan William | Director | 2016-07-29 | 2019-11-29 |
| ENGLISH, Peter Charles | Director | — | 2001-08-31 |
| FORESTIER-WALKER, George Clive | Director | 1992-05-01 | 1993-10-01 |
| FRAME, Paul Martin Fraser | Director | 2016-07-29 | 2019-11-29 |
| FRASER, James Annand | Director | 2020-01-30 | 2020-09-24 |
| GARDINER, Peter George | Director | 1995-06-22 | 2001-08-31 |
| GODDING, Christopher James | Director | 2017-08-03 | 2019-11-29 |
| GOLDSCHMIDT, John Christopher Dalglish | Director | — | 1993-10-01 |
| GRANT, Andrew James Murray | Director | 2018-09-27 | 2019-11-29 |
| GREEN, Peter Robert | Director | — | 2002-08-14 |
| GURR, David Roberts | Director | 1999-10-04 | 2001-08-31 |
| HALL, David Ivor | Director | 1992-05-01 | 2001-08-31 |
| HALL, Michael James | Director | 2011-10-19 | 2014-08-01 |
| HALL, Peter Lindop | Director | 2014-08-01 | 2017-12-30 |
| HALL, Robert Ponton | Director | — | 2004-07-07 |
| HALLIWELL, Virginia Therese | Director | 1993-10-04 | 1999-11-08 |
| HARDIE, James Cameron | Director | — | 1997-09-30 |
| HARRIS ST JOHN, Jeremy Michael | Director | 1995-10-02 | 1996-07-31 |
| HEBSON, Philip | Director | 1992-05-01 | 1993-10-01 |
| JACKSON, Christopher Leslie Willan | Director | — | 1993-10-01 |
| JACKSON, Robert Ward, Hon | Director | — | 1993-10-01 |
| JACOMB, Anthony Keith Richard | Director | — | 2001-08-31 |
| JEFFREY, Richard Stephen | Director | 1992-04-14 | 1993-10-01 |
| JONES, Keith | Director | 2020-09-01 | 2025-09-05 |
| KAY, Anthony | Director | — | 1993-10-01 |
| KEEN, David Dorian Oliver | Director | 2010-03-10 | 2010-12-10 |
| KELLY, Noel Ronald | Director | 1997-01-07 | 2001-08-31 |
| KIRK, Ian Malcolm | Director | — | 1992-09-30 |
| KONVALINKA, Elizabeth Anne | Director | 2010-12-10 | 2011-05-05 |
| LAWSON, John Philip | Director | 1992-05-01 | 1993-10-01 |
| LAYZELL, Stuart Paul | Director | 2015-07-28 | 2016-07-29 |
| LESSELS, Norman | Director | 1993-10-04 | 1998-09-30 |
| LEWIS, Gareth John | Director | 2015-08-18 | 2017-02-28 |
| MANDUCA, Philip Falzon Sant | Director | 1999-03-25 | 2001-04-27 |
| MARR, John | Director | — | 1993-10-01 |
| MASON, Michael Hugh | Director | — | 1993-10-01 |
| MAY, Peter Norman James | Director | 1992-11-04 | 1993-10-01 |
| MAYER, Kurt John | Director | — | 1993-10-01 |
| MCALLESTER, James Sumner | Director | — | 1993-05-01 |
| MCCALL, William | Director | 1994-08-01 | 1997-09-02 |
| MCCLYMONT, Stephen James | Director | 1999-10-04 | 2001-08-31 |
| MCENTYRE, David Jeremy | Director | — | 1999-06-30 |
| MCKEOWN, Jeremy Patrick | Director | — | 1993-10-01 |
| MCNABB III, Frederick William | Director | 2021-01-15 | 2022-11-18 |
| MCQUEEN, Johannes Herman Janzen | Director | — | 2001-04-10 |
| MCSORLEY, David Cameron | Director | 1999-02-05 | 2001-08-31 |
| MILLER, Robert Neil | Director | 1992-11-01 | 1993-10-01 |
| MILNE, Grant Gordon | Director | 1998-05-01 | 2001-08-31 |
| MITCHELL, John David | Director | — | 2000-09-30 |
| MILLER, Robert Neil | Director | 1992-11-01 | 1993-10-01 |
| MILNE, Grant Gordon | Director | 1998-05-01 | 2001-08-31 |
| MITCHELL, John David | Director | — | 2000-09-30 |
| MODERSOHN, Joerg Friedrich | Director | 2009-02-06 | 2011-09-27 |
| MONK, Alan Christopher | Director | 1992-05-01 | 1993-10-01 |
| MORTON, Robert Edward | Director | 1992-07-27 | 1993-10-01 |
| MUELDER, Philip Sebastian | Director | 2020-09-01 | 2025-02-12 |
| MULHERN, John James | Director | 1998-05-01 | 2001-08-31 |
| MULLINS, Charles William | Director | 2003-03-01 | 2005-04-25 |
| NEWMAN, Jeremy John | Director | 1994-01-01 | 2005-04-27 |
| NORBURY, John Douglas | Director | — | 2017-03-31 |
| NORMAN, Peter | Director | 1993-10-04 | 2003-01-17 |
| OKELL, Philip Charles | Director | — | 2006-05-31 |
| ORSBORN, Charles Michael | Director | — | 1993-10-01 |
| PARISH, David William | Director | — | 1993-10-01 |
| PEDERSEN, Henrik | Director | 1999-08-10 | 2001-05-09 |
| PELL, Christopher | Director | 2020-09-01 | 2026-06-30 |
| PHELAN, John Edward | Director | 1997-11-27 | 2005-04-26 |
| RAMSBOTTOM, Andrew Bernard | Director | — | 2001-08-31 |
| REEVES, Christine Elizabeth | Director | — | 2005-04-25 |
| REID, Donald William Sherret | Director | 2014-08-01 | 2019-11-29 |
| RIDGE, Charles David | Director | 2007-03-22 | 2008-07-10 |
| RITCHIE, John Fraser | Director | 1998-05-01 | 2000-10-31 |
| ROE-ELY, Nicholas | Director | — | 2001-08-31 |
| ROSE, Angus Frederick | Director | 1993-01-26 | 1993-10-01 |
| SAMUEL, William Meredith, Mr | Director | 2020-01-30 | 2022-02-18 |
| SCOTT, Barry | Director | 1993-10-04 | 1998-07-02 |
| SEDDON, Gerard Andrew | Director | 1995-10-02 | 2001-08-31 |
| SLOCOCK, Thomas Gilbert | Director | 2009-03-16 | 2014-08-01 |
| SMITH, Thomas Alan | Director | — | 2000-06-30 |
| SPINK, Suzanne Marie | Director | 2011-05-24 | 2014-08-01 |
| STENT, Carla Rosaline | Director | 2020-09-01 | 2026-06-30 |
| STOKELD, John Timothy | Director | — | 1993-10-01 |
| STOPPS, Kevin Peter | Director | 2020-12-03 | 2021-10-01 |
| SURGUY, Martyn Russell | Director | 2008-06-01 | 2011-07-11 |
| TIMMS, Jonathan Richard | Director | — | 1993-10-01 |
| VARTAN, John Brian Robertson | Director | — | 1993-12-31 |
| WALKER, Christopher Bruce | Director | 1992-05-01 | 1993-10-01 |
| WALKER, Simon Ian | Director | 1994-05-09 | 2007-02-08 |
| WALL, Simon Mason | Director | — | 1998-12-31 |
| WARMAN, Giles William Buckland | Director | — | 1993-10-01 |
| WATSON, John Walter Ross | Director | 1994-01-01 | 2005-04-26 |
| WEBSTER, David Stephen | Director | 1999-10-04 | 2009-01-30 |
| WETHERELL, David Robert | Director | 1995-01-01 | 2012-08-08 |
| WHATMORE, Zoe Victoria | Director | 2008-08-18 | 2010-03-16 |
| WHITFIELD, Robert Jeffery | Director | — | 1994-12-31 |
| WIKLUND, Kjersti | Director | 2022-09-09 | 2026-06-30 |
| WOODHOUSE, Christopher | Director | 2017-10-03 | 2023-08-11 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Evelyn Partners (Holdings) Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
Filing timeline
Last 20 of 515 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-08-19 | AA | accounts | Accounts with accounts type full | |
| 2026-07-10 | 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 | |
| 2026-07-08 | TM01 | officers | Termination director company with name termination date | |
| 2026-07-07 | TM01 | officers | Termination director company | |
| 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 | |
| 2026-01-05 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 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
- 0
- Officers resigned
- 3
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.