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Evelyn Partners Financial Planning Limited

Evelyn Partners Financial Planning Limited is an active company incorporated on 26 June 1958 with the registered office located in . Evelyn Partners Financial Planning Limited was registered 67 years ago.
Status
Active
Active since incorporation
Company No
00607039
Private limited company
Age
67 years
Incorporated 26 June 1958
Size
Large
Turnover is over £54M
Balance sheet is over £27M
Confirmation
Submitted
Dated 5 January 2025 (8 months ago)
Next confirmation dated 5 January 2026
Due by 19 January 2026 (4 months remaining)
Last change occurred 1 year 7 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Contact
Address
45 Gresham Street
London
EC2V 7BG
United Kingdom
Address changed on 14 Jun 2022 (3 years ago)
Previous address was 6 Chesterfield Gardens London England W1J 5BQ England
Telephone
020 71314000
Email
Available in Endole App
People
Officers
17
Shareholders
2
Controllers (PSC)
1
Director • Director • Belgian • Lives in UK • Born in Jan 1993
Director • Director • Chief Financial Officer • British • Lives in UK • Born in Mar 1964
Director • Lives in UK • Born in May 1964
Director • British • Lives in England • Born in Feb 1971
Director • British • Lives in UK • Born in Sep 1964
Shareholders, PSCs & Group Structure
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Mutual Companies
Tilney Discretionary Portfolio Management Limited
Christopher Montague Grigg, Kjersti Wiklund, and 12 more are mutual people.
Active
Evelyn Partners Investment Services Limited
Christopher Montague Grigg, Kjersti Wiklund, and 12 more are mutual people.
Active
Evelyn Partners Securities
Christopher Montague Grigg, Kjersti Wiklund, and 12 more are mutual people.
Active
HW Financial Services Limited
Christopher Montague Grigg, Kjersti Wiklund, and 12 more are mutual people.
Active
Evelyn Partners Discretionary Investment Management Limited
Kjersti Wiklund, Paul Geddes, and 12 more are mutual people.
Active
Evelyn Partners Investment Management Services Limited
Christopher Montague Grigg, Kjersti Wiklund, and 12 more are mutual people.
Active
Evelyn Partners Financial Services Limited
Christopher Montague Grigg, Kjersti Wiklund, and 12 more are mutual people.
Active
Evelyn Partners Asset Management Limited
Kjersti Wiklund, Paul Geddes, and 12 more are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£8.24M
Decreased by £4.91M (-37%)
Turnover
£58.65M
Decreased by £516K (-1%)
Employees
Unreported
Same as previous period
Total Assets
£74.98M
Decreased by £16.34M (-18%)
Total Liabilities
-£12.54M
Increased by £2.89M (+30%)
Net Assets
£62.44M
Decreased by £19.23M (-24%)
Debt Ratio (%)
17%
Increased by 6.16% (+58%)
Latest Activity
Full Accounts Submitted
25 Days Ago on 12 Aug 2025
Evelyn Partners Group Limited (PSC) Appointed
2 Months Ago on 7 Jul 2025
Towry Finance Company Limited (PSC) Resigned
2 Months Ago on 7 Jul 2025
Mr Alexander Gersh Appointed
2 Months Ago on 27 Jun 2025
Mr Sean Hagerty Appointed
4 Months Ago on 1 May 2025
Andrew Martin Baddeley Resigned
5 Months Ago on 31 Mar 2025
Philip Sebastian Muelder Resigned
6 Months Ago on 12 Feb 2025
Mr Thibault Huysseune Appointed
6 Months Ago on 12 Feb 2025
Confirmation Submitted
8 Months Ago on 6 Jan 2025
Full Accounts Submitted
1 Year 1 Month Ago on 26 Jul 2024
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Documents
Full accounts made up to 31 December 2024
Submitted on 12 Aug 2025
Appointment of Mr Alexander Gersh as a director on 27 June 2025
Submitted on 11 Jul 2025
Cessation of Towry Finance Company Limited as a person with significant control on 7 July 2025
Submitted on 10 Jul 2025
Notification of Evelyn Partners Group Limited as a person with significant control on 7 July 2025
Submitted on 10 Jul 2025
Appointment of Mr Sean Hagerty as a director on 1 May 2025
Submitted on 9 May 2025
Termination of appointment of Andrew Martin Baddeley as a director on 31 March 2025
Submitted on 4 Apr 2025
Appointment of Mr Thibault Huysseune as a director on 12 February 2025
Submitted on 21 Feb 2025
Termination of appointment of Philip Sebastian Muelder as a director on 12 February 2025
Submitted on 21 Feb 2025
Confirmation statement made on 5 January 2025 with no updates
Submitted on 6 Jan 2025
Full accounts made up to 31 December 2023
Submitted on 26 Jul 2024
Repayment History
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