Evelyn Partners Discretionary Investment Management Limited
Reference number: 147103
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Website
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Phone number
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Address
45 Gresham Street, London, EC2V 7BG, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When evelyn.com first appeared online, and whether it can receive email
- What kind of line 020 7131 4000 is, and the 12 other firms that give it
- Whether EC2V 7BG is a shared office: 22 other firms give it
Other names (9)
If you were contacted under any of these names, it is this firm.
- Stephen Holt and Company Limited Former name: A name it was registered under before.
- Tilney Discretionary Investment Management Limited Former name: A name it was registered under before.
- UK Portfolio Management Limited Former name: A name it was registered under before.
- YIG Asset Management Ltd Former name: A name it was registered under before.
- Ashcourt Rowan Former trading name: A name it used to trade under.
- Tilney Former trading name: A name it used to trade under.
- Tilney for Haines Watts Former trading name: A name it used to trade under.
- Tilney for Professionals Former trading name: A name it used to trade under.
- Towry Portfolio Management Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Causing dematerialised instructions to be sent
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
- Managing investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 02519968 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 9 July 1990 (36 years old)
- Registered office
- 45 Gresham Street, London, EC2V 7BG, United Kingdom
- Nature of business
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- Other activities auxiliary to insurance and pension funding (SIC 66290)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Muhammad Faqihuddin Mustaffa | Director | Jul 1990 | 30 Jun 2026 | 10 other companies |
| Mark Martin Rennison | Director | Aug 1960 | 30 Jun 2026 | 9 other companies |
| Christopher John Kenny | Director | Aug 1971 | 30 Jun 2026 | 18 other companies |
| Jakob Stott | Director | May 1955 | 30 Jun 2026 | 9 other companies |
| Patrice Mcdonald Pryer | Director | Feb 1969 | 30 Jun 2026 | 10 other companies |
| Anne Helen Richards (Dame) | Director | Aug 1964 | 30 Jun 2026 | 9 other companies |
| Charlotte Davies | Secretary | Not published | 31 Mar 2024 | – |
Other companies run by these 6 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 19
- closed down
- 1
- are FCA-registered
- 11
In the full report: all 19 companies, named
- What each company does, and whether it is still trading
- Which of these 6 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 11 on the FCA register
- The 10 companies these 6 directors run together
- All 64 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£75.4m
+3.4% from £72.9m
Profit before tax
£11.7m
+22% from £9.55m
Net assets
£28.7m
+8.6% from £26.4m
Cash at bank
£11.1m
+22% from £9.13m
Turnover and profit
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 02519968. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
This firm’s history from the FCA register and Companies House, newest first.
2026
30 June 2026
- Board replaced: all 10 directors left and 6 new directors took over
Companies House
2023
7 July 2023
- Evelyn Partners Group Limited took control (75–100% of shares)
- Yigam Holdings Limited gave up control
Companies House
2022
15 June 2022
- Changed its registered name from "Tilney Discretionary Investment Management Limited"
FCA register
2017
30 January 2017
- Changed its registered name from "UK Portfolio Management Limited"
FCA register
2016
6 April 2016
- Yigam Holdings Limited took control (75–100% of shares)
Companies House
2015
7 May 2015
- Board replaced: all 8 directors left and 3 new directors took over
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2008
27 August 2008
- Changed its registered name from "YIG Asset Management Ltd"
FCA register
2002
4 March 2002
- Changed its registered name from "Stephen Holt and Company Limited"
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
28 February 2001
- Board replaced: all 4 directors left and 5 new directors took over
Companies House
1994
18 July 1994
- Regulated by the Personal Investment Authority from this date
FCA register
1990
9 July 1990
- Incorporated at Companies House
Companies House
In the full report: all 152 events
- All 152 events in its history (15 shown here)
- Every director appointment and resignation: 123
Connected firms
Other FCA-listed firms that share a director, phone number or address with this firm. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 11
- share a director
- 10
- share its phone number
- 11
In the full report: all 11 connected firms, named
- How each is linked: shared directors (10), the same phone number (11), the same postcode (11)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Similar firms
Other firms of the same type (investment or fund manager), nearest first.
In London
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on this firm
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 19 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- All 152 events in its history
- 11 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk