Evelyn Partners Financial Planning Limited
Registered name: EVELYN PARTNERS FINANCIAL PLANNING LIMITED
Part of Natwest Group PLC groupEvelyn Partners Financial Planning Limited made £53.5m revenue and £873k profit in the year to 31 Dec 2025.
Evelyn Partners Financial Planning Limited’s revenue fell 9% to £53.5m in the year to 31 Dec 2025, with £873k profit and 0 employees. The company is classified under “financial intermediation not elsewhere classified” and is based in London; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- London, London
- Age
- 68 yrs · since 1958
- Type
- Private Limited Company
Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently. From the filing: “Evelyn Partners Group Limited”
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Dec 2022 | 31 Dec 2023 | 31 Dec 2024 | 31 Dec 2025 |
|---|---|---|---|---|
| Disclosure | Full P&L | Full P&L | Full P&L | Full P&L |
| Profit & loss | ||||
| Revenue (turnover) | £50.7m | £59.2m | £58.6m | £53.5m |
| Operating profit | £5.9m | £4.4m | £1.7m | £670k |
| Profit before tax | £5.3m | £4m | £1.8m | £746k |
| Profit after tax | £4.4m | £5.6m | £871k | £873k |
| Profit (best available) | £4.4m | £5.6m | £871k | £873k |
| Employees (average) | 0 | 0 | 0 | 0 |
| Ratios | ||||
| Profit margin | 8.8% | 9.5% | 1.5% | 1.6% |
| Growth (year on year) | ||||
| Revenue growth | — | ▲16.7% | ▼0.9% | ▼8.8% |
| Profit growth | — | ▲26.3% | ▼84.5% | ▲0.2% |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £15.7m | £13.2m | £8.2m | £7.6m |
| Net assets | £68.6m | £81.7m | £62.4m | £60.3m |
| Fixed assets | £52.5m | £56.4m | £53.2m | £45.2m |
| Current assets | £30.5m | £34.9m | £21.7m | £20m |
| Debtors | £2.2m | £1.4m | £1.6m | £1.6m |
| Source | FullAccounts · bulk data Jul 2024 | FullAccounts · bulk data Jul 2024 | FullAccounts · bulk data Aug 2026 | FullAccounts · bulk data Aug 2026 |
How the business works
- Profit margin
- 1.6%
- Profit ÷ revenue.
- Gross margin
- —
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- —
- Revenue ÷ average employees.
- Profit per employee
- —
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- 84.6%
- Capital intensity. Low = capital-light, cheaper to start.
- Deferred income ÷ revenue
- —
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- 3%
- Money owed by customers. Low = customers pay quickly.
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- ▼3%
- Now £60.3m
- Cash at bank
- ▼8%
- Now £7.6m
- Headcount
- —
- Now 0
- Deferred income
- —
- Now —
- Fixed assets
- ▼15%
- Now £45.2m
Group structure
Ownership chain
- Natwest Group PLCultimate parent75–100%
- Natwest Holdings Limited75–100%
- National Westminster Bank Public Limited Company75–100%
- Evelyn Partners Group Limited75–100%
- Evelyn Partners Financial Planning Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Subsidiaries (1)
- Evelyn Partners Trustees LimitedFigures not disclosed
Sister companies (13)
- Evelyn Partners Services LimitedRev. £406m · Profit £8.6m
- Evelyn Partners Investment Services LimitedRev. £103m · Profit £8.6m
- Evelyn Partners Discretionary Investment Management LimitedRev. £75.4m · Profit £8.8m
- Dart Capital LimitedRev. £5.3m · Profit £627k
- Evelyn Partners Asset Management LimitedRev. £4.5m · Profit £503k
- HFS Milbourne Financial Services LimitedRev. £49k · Profit £25k
- Tilney Discretionary Portfolio Management LimitedRev. £2k · Profit £35k
- 25 Moorgate LimitedFigures not disclosed
- Bestinvest (Holdings) LimitedFigures not disclosed
- Evelyn Partners (Holdings) LimitedFigures not disclosed
- Evelyn Partners I M LimitedFigures not disclosed
- Index Fund Advisors LtdLiquidationFigures not disclosed
- NCL Investments LimitedLiquidationFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 31 Dec 2025 (profit £873k), from the Companies House accounts bulk data published Aug 2026. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.