Evelyn Investments Limited
Evelyn Investments Limited
#00590038 • Active
B2bB2cServices
Evelyn Partners is a leading UK wealth management and accountancy firm, providing expert financial planning, investment management, and business advisory services since 1836. They support individuals, families, and businesses in navigating their financial journeys with personalized solutions.
Founded: 06/09/1957
Industries: Financial intermediation not elsewhere classified
Website: https://evelyn.com
Phone: Subscribe to view
Email: Subscribe to view
Location: Exeter
Products
- Active Managed Portfolio Service
- Core Managed Portfolio Service
- Discretionary Portfolio Service
- International Managed Portfolio Service
- International Sustainable Managed Portfolio Service
Services
- Advisory Consulting
- Corporate Finance And Transactions
- Employee Benefits
- Financial Planning
- Forensic Services
Financial Snapshot
Last accounts made up to 31 July 2024
Next accounts due 30 April 2026 (11 months)
Total Liabilities £5,845
↑ 64%
Employees 2
↑ 0%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Steven James Appleton | Director | 07/02/2024 | British | 45 years |
| Christopher John Noel | Director | 07/02/2024 | British | 43 years |
Role:
Director
Appointed:
07/02/2024
Nationality:
British
Age:
45 years
Role:
Director
Appointed:
07/02/2024
Nationality:
British
Age:
43 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Christopher John Noel | Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent | 07/02/2024 | British |
| Steven James Appleton | Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent | 07/02/2024 | British |
Christopher John Noel
Nature of Control:
Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
Notified On:
07/02/2024
Nationality:
British
Steven James Appleton
Nature of Control:
Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
Notified On:
07/02/2024
Nationality:
British
Financial Accounts
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Charges
1 charge registered
Westminster Bank LTD Outstanding
Created 08/10/195831/35 alpha street west, and 22/28 duchy street, seedley,pendleton talford lans with all trade fixtu...
Properties
No property information available
Grants
No grant information available
Group Structure
No group structure information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 24/03/2025 | Accounts | Accounts With Accounts Type Micro Entity | View (4 pages) |
| 09/10/2024 | Confirmation Statement | Second Filing Of Confirmation Statement With Made Up Date | View (3 pages) |
| 02/10/2024 | Confirmation Statement | Confirmation Statement With No Updates | View (4 pages) |
| 01/10/2024 | Accounts | Change Account Reference Date Company Previous Extended | View (1 page) |
| 21/04/2024 | Accounts | Accounts With Accounts Type Micro Entity | View (4 pages) |
| 03/04/2024 | Gazette | Gazette Filings Brought Up To Date | View (1 page) |
| 02/04/2024 | Gazette | Gazette Notice Compulsory | View (1 page) |
09/10/2024 Confirmation Statement
Second Filing Of Confirmation Statement With Made Up Date