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Evelyn Partners Investment Management LLP

Evelyn Partners Investment Management LLP is an active company incorporated on 9 November 2011 with the registered office located in . Evelyn Partners Investment Management LLP was registered 13 years ago.
Status
Active
Active since 12 years ago
Company No
OC369632
Limited liability partnership
Age
13 years
Incorporated 9 November 2011
Size
Large
Turnover is over £54M
Balance sheet is over £27M
Confirmation
Submitted
Dated 9 November 2024 (10 months ago)
Next confirmation dated 9 November 2025
Due by 23 November 2025 (2 months remaining)
Last change occurred 8 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 (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 25 Moorgate London EC2R 6AY
Telephone
02071314000
Email
Unreported
People
Officers
110
Shareholders
-
Controllers (PSC)
1
Lives in UK • Born in Mar 1964 • British
Lives in UK • Born in Jul 1959
British • Lives in UK • Born in May 1966
British • Lives in England • Born in Nov 1965
Shareholders, PSCs & Group Structure
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Mutual Companies
S&W Partners LLP
Brian John McLean, Nicola Claire Mitford-Slade, and 7 more are mutual people.
Active
Evelyn Partners Financial Planning Limited
Andrew Martin Baddeley, Paul Geddes, and 2 more are mutual people.
Active
Tilney Discretionary Portfolio Management Limited
Andrew Martin Baddeley, Paul Geddes, and 2 more are mutual people.
Active
Evelyn Partners Investment Services Limited
Alexander Gersh, Andrew Martin Baddeley, and 2 more are mutual people.
Active
Evelyn Partners Securities
Andrew Martin Baddeley, Paul Geddes, and 2 more are mutual people.
Active
HW Financial Services Limited
Alexander Gersh, Andrew Martin Baddeley, and 2 more are mutual people.
Active
HFS Milbourne Financial Services Limited
Alexander Gersh, Andrew Martin Baddeley, and 2 more are mutual people.
Active
Evelyn Partners Discretionary Investment Management Limited
Alexander Gersh, Andrew Martin Baddeley, and 2 more are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£25.03M
Decreased by £4.21M (-14%)
Turnover
£140.11M
Increased by £15.4M (+12%)
Employees
Unreported
Same as previous period
Total Assets
£94.39M
Increased by £1.53M (+2%)
Total Liabilities
-£22.42M
Increased by £1.15M (+5%)
Net Assets
£71.97M
Increased by £384K (+1%)
Debt Ratio (%)
24%
Increased by 0.84% (+4%)
Latest Activity
Full Accounts Submitted
26 Days Ago on 12 Aug 2025
Christopher Montague Grigg Resigned
1 Month Ago on 28 Jul 2025
Mr Christian Albert Flackett Details Changed
1 Month Ago on 14 Jul 2025
Mr Alexander Gersh Appointed
2 Months Ago on 27 Jun 2025
Mr Christopher Montague Grigg Appointed
5 Months Ago on 31 Mar 2025
Andrew Martin Baddeley Resigned
5 Months Ago on 31 Mar 2025
Evelyn Partners Llp Resigned
5 Months Ago on 31 Mar 2025
Philip William Best Resigned
5 Months Ago on 31 Mar 2025
Mr Jocelyn Hew Dalrymple Appointed
10 Months Ago on 1 Nov 2024
Robert Owen Brassington Appointed
10 Months Ago on 1 Nov 2024
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Documents
Full accounts made up to 31 December 2024
Submitted on 12 Aug 2025
Member's details changed for Mr Christian Albert Flackett on 14 July 2025
Submitted on 4 Aug 2025
Termination of appointment of Christopher Montague Grigg as a member on 28 July 2025
Submitted on 30 Jul 2025
Appointment of Mr Alexander Gersh as a member on 27 June 2025
Submitted on 11 Jul 2025
Appointment of Mr Christopher Montague Grigg as a member on 31 March 2025
Submitted on 10 Apr 2025
Termination of appointment of Andrew Martin Baddeley as a member on 31 March 2025
Submitted on 9 Apr 2025
Termination of appointment of Philip William Best as a member on 31 March 2025
Submitted on 31 Mar 2025
Termination of appointment of Evelyn Partners Llp as a member on 31 March 2025
Submitted on 31 Mar 2025
Appointment of Mr Jocelyn Hew Dalrymple as a member on 1 November 2024
Submitted on 19 Dec 2024
Appointment of Nicholas James as a member on 1 November 2024
Submitted on 18 Dec 2024
Repayment History
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