Evelyn Partners Discretionary Investment Management Limited
02519968
Some Concerns
- No accounts filed in last 18 months (-5)
- Current liabilities exceed current assets (-10)
- Going concern doubt noted in accounts (-10)
Details
Compliance
Last accounts
31/12/2024
full
Next accounts due
30/09/2026
Confirmation statement
Last: 05/07/2025
Due 19/07/2026
Industry
Officers
director · Since 01/09/2020
DIRECTOR
BRITISH · ENGLAND · Age 55
Also on 11 other boards
director · Since 01/09/2020
COMPANY DIRECTOR
BRITISH · ENGLAND · Age 44
Also on 9 other boards
director · Since 01/09/2020
FINANCE EXECUTIVE
BRITISH · UNITED KINGDOM · Age 47
Also on 13 other boards
director · Since 02/08/2021
COMPANY DIRECTOR
BRITISH · UNITED KINGDOM · Age 66
Also on 8 other boards
director · Since 09/09/2022
COMPANY DIRECTOR
BRITISH · UNITED KINGDOM · Age 63
Also on 10 other boards
director · Since 06/10/2023
CHIEF EXECUTIVE OFFICER
BRITISH · UNITED KINGDOM · Age 57
director · Since 22/03/2024
DIRECTOR
BRITISH · UNITED KINGDOM · Age 64
Also on 9 other boards
secretary · Since 31/03/2024
director · Since 12/02/2025
DIRECTOR
BELGIAN · UNITED KINGDOM · Age 33
Also on 9 other boards
director · Since 01/05/2025
NED
AMERICAN,BRITISH · UNITED STATES · Age 65
Also on 9 other boards
director · Since 27/06/2025
CHIEF FINANCIAL OFFICER
BRITISH · UNITED KINGDOM · Age 62
Also on 11 other boards
Persons with Significant Control
Evelyn Partners Group Limited
45, Gresham Street, London, EC2V 7BG
Reg: 8741768 · Companies House · Limited By Shares
Notified 07/07/2023
Former PSCs
Yigam Holdings Limited
Ceased 07/07/2023
Charges0 outstanding
THE GOVERNOR AND COMPANY OF THE BANK OF SCOTLAND
THE GOVERNOR AND COMPANY OF THE BANK OF SCOTLAND
LLOYDS TSB BANK PLC
CompanyRankvs 238+ SIC 66290 peers68
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Risk deductions
Going concern doubt: -10 pts
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Going Concern Doubt
we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of Directors with respect to going concer
Key FinancialsYear ending 31/12/2023
Turnover
£72.9M
Annual revenue
Net Worth
£26.4M
Balance sheet strength
Cash
£9.1M
Cash in the bank
Profit Before Tax
£9.5M
Bottom line earnings
Net Current Assets
£23.7M
Working capital
Current Assets
£33.0M
Current Liabilities
£9.3M
Fixed Assets
£2.6M
Debtors
£23.9M
Cost of Sales
£1.4M
Gross Profit
£71.6M
Admin Expenses
£63.7M
Operating Profit
£7.9M
Profit After Tax
£7.3M
Tax at Year End
Balance Sheet
EstimatesDerived
| Year | Current Ratio |
|---|---|
| 2023 | 3.56 |
Derived from filed accounts. Not audited figures.