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Company No. 02519968 · Incorporated 9 Jul 1990

Evelyn Partners Discretionary Investment Management Limited

Registered name: EVELYN PARTNERS DISCRETIONARY INVESTMENT MANAGEMENT LIMITED

Part of Natwest Group PLC group

Evelyn Partners Discretionary Investment Management Limited made £75.4m revenue and £8.8m profit in the year to 31 Dec 2025.

Evelyn Partners Discretionary Investment Management Limited’s revenue grew 3% to £75.4m in the year to 31 Dec 2025, with £8.8m profit and 0 employees. The company is classified under “other activities auxiliary to insurance and pension funding” and is based in London; we hold 4 years of its filed accounts.

Full P&L filedSection K · Financial and insurance activitiesSIC 66290Other activities auxiliary to insurance and pension funding
Status
Active
Location
London, London
Age
36 yrs · since 1990
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”

Latest accounts · year to 31 Dec 2025

Key figures

Small teamCapital-lightOperating leverage
Revenue
£75.4m
Growth ▲3.5%
Profit
£8.8m
Growth ▲32.2%
Profit margin
11.6%
Gross 98.1%
Employees
0
Change —
Profit / employee
—
 
Profitable streak
4yrs
Consecutive profitable years in our data

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

4 filed years

Financial history

Multi-year financials, oldest to newest
Year to31 Dec 202231 Dec 202331 Dec 202431 Dec 2025
DisclosureFull P&LFull P&LFull P&LFull P&L
Profit & loss
Revenue (turnover)£75.6m£72.9m£72.9m£75.4m
Cost of sales£1.2m£1.4m£1.5m£1.4m
Gross profit£74.5m£71.6m£71.4m£74m
Operating profit£12.6m£7.9m£6.3m£9.6m
Profit before tax£12.7m£9.5m£8.5m£11.7m
Profit after tax£10.3m£7.3m£6.6m£8.8m
Profit (best available)£10.3m£7.3m£6.6m£8.8m
Employees (average)0000
Ratios
Profit margin13.6%10%9.1%11.6%
Gross margin98.5%98.1%98%98.1%
Growth (year on year)
Revenue growth—▼3.6%▼0.1%▲3.5%
Profit growth—▼29%▼9.2%▲32.2%
Balance sheet — indirect signals, not revenue
Cash at bank£23m£9.1m£11.5m£11.1m
Net assets£57.6m£26.4m£26.4m£28.7m
Fixed assets£3m£2.6m£2.4m£2.1m
Current assets£81.2m£33m£39.9m£38.8m
Debtors£0£171k£50k£59k
SourceFullAccounts · bulk data Jun 2024FullAccounts · bulk data Jun 2024FullAccounts · bulk data Aug 2026FullAccounts · bulk data Aug 2026
Derived from the latest filing

How the business works

Profit margin
11.6%
Profit ÷ revenue.
Gross margin
98.1%
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
2.8%
Capital intensity. Low = capital-light, cheaper to start.
Deferred income ÷ revenue
—
Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
Debtors ÷ revenue
0.1%
Money owed by customers. Low = customers pay quickly.
Indirect — not revenue

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
▲9%
Now £28.7m
Cash at bank
▼4%
Now £11.1m
Headcount
—
Now 0
Deferred income
—
Now —
Fixed assets
▼11%
Now £2.1m
Corporate ownership

Group structure

Ownership chain

  1. Natwest Group PLCultimate parent75–100%
  2. Natwest Holdings Limited75–100%
  3. National Westminster Bank Public Limited Company75–100%
  4. Evelyn Partners Group Limited75–100%
  5. Evelyn Partners Discretionary Investment Management Limitedthis company

Bands show the share of ownership each company holds in the one below it.

Sister companies (13)

From the Persons with Significant Control register (corporate controllers only).

Same industry, similar size

Similar profitable businesses

Industry benchmarks →

Sources

Companies House profile Filing history & original accounts

Latest figures from FullAccounts for the year to 31 Dec 2025 (profit £8.8m), 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.