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Evelyn Partners Investment Management Services Limited

Evelyn Partners Investment Management Services Limited is an active company incorporated on 24 June 1993 with the registered office located in , . Evelyn Partners Investment Management Services Limited was registered 32 years ago.
Status
Active
Active since incorporation
Company No
02830297
Private limited company
Age
32 years
Incorporated 24 June 1993
Size
Large
Turnover is over £54M
Balance sheet is over £27M
Confirmation
Submitted
Dated 4 May 2025 (8 months ago)
Next confirmation dated 4 May 2026
Due by 18 May 2026 (4 months remaining)
Last change occurred 3 years 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 (8 months 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 W1J 5BQ
Telephone
02071899999
Email
Available in Endole App
People
Officers
11
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in UK • Born in Jul 1961
Director • Chief Financial Officer • British • Lives in UK • Born in Mar 1964
Director • Belgian • Lives in UK • Born in Jan 1993
Director • British • Lives in UK • Born in Sep 1962
Director • British • Lives in UK • Born in Jun 1969
Shareholders, PSCs & Group Structure
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Mutual Companies
Evelyn Partners Financial Planning Limited
Christopher Montague Grigg, Sean Patrick Hagerty, and 8 more are mutual people.
Active
Tilney Discretionary Portfolio Management Limited
Christopher Montague Grigg, Sean Patrick Hagerty, and 8 more are mutual people.
Active
Evelyn Partners Investment Services Limited
Christopher Montague Grigg, Sean Patrick Hagerty, and 8 more are mutual people.
Active
Evelyn Partners Securities
Christopher Montague Grigg, Sean Patrick Hagerty, and 8 more are mutual people.
Active
HW Financial Services Limited
Christopher Montague Grigg, Sean Patrick Hagerty, and 8 more are mutual people.
Active
Evelyn Partners Discretionary Investment Management Limited
Christopher Montague Grigg, Sean Patrick Hagerty, and 8 more are mutual people.
Active
Evelyn Partners Financial Services Limited
Alexander Gersh, Christopher Montague Grigg, and 8 more are mutual people.
Active
Evelyn Partners Asset Management Limited
Alexander Gersh, Christopher Montague Grigg, and 8 more are mutual people.
Active
Brands
Bestinvest
Bestinvest is an investment platform that offers various account types, including SIPPs and ISAs.
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
£14.78M
Decreased by £10.92M (-42%)
Turnover
£126.93M
Increased by £11.77M (+10%)
Employees
Unreported
Same as previous period
Total Assets
£50.21M
Decreased by £9.43M (-16%)
Total Liabilities
-£10.69M
Decreased by £6.22M (-37%)
Net Assets
£39.53M
Decreased by £3.2M (-7%)
Debt Ratio (%)
21%
Decreased by 7.07% (-25%)
Latest Activity
Mr Paul Robert Geddes Details Changed
26 Days Ago on 15 Dec 2025
Mr Peter Hepburn Deming Details Changed
1 Month Ago on 14 Nov 2025
Mr Christopher Jon Pell Details Changed
1 Month Ago on 14 Nov 2025
Mr Sean Hagerty Details Changed
1 Month Ago on 14 Nov 2025
Keith Jones Resigned
4 Months Ago on 5 Sep 2025
Full Accounts Submitted
5 Months Ago on 7 Aug 2025
Mr Alexander Gersh Appointed
6 Months Ago on 27 Jun 2025
Confirmation Submitted
8 Months Ago on 9 May 2025
Mr Sean Hagerty Appointed
8 Months Ago on 1 May 2025
Andrew Martin Baddeley Resigned
9 Months Ago on 31 Mar 2025
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Documents
Director's details changed for Mr Paul Robert Geddes on 15 December 2025
Submitted on 16 Dec 2025
Director's details changed for Mr Peter Hepburn Deming on 14 November 2025
Submitted on 25 Nov 2025
Director's details changed for Mr Christopher Jon Pell on 14 November 2025
Submitted on 25 Nov 2025
Director's details changed for Mr Sean Hagerty on 14 November 2025
Submitted on 25 Nov 2025
Termination of appointment of Keith Jones as a director on 5 September 2025
Submitted on 10 Sep 2025
Full accounts made up to 31 December 2024
Submitted on 7 Aug 2025
Appointment of Mr Alexander Gersh as a director on 27 June 2025
Submitted on 11 Jul 2025
Confirmation statement made on 4 May 2025 with no updates
Submitted on 9 May 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
Repayment History
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