Evelyn Partners Investment Services Limited

Reference number: 131816

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

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.

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 11 other firms that give it
  • Whether EC2V 7BG is a shared office: 21 other firms give it
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Other names (9)

If you were contacted under any of these names, it is this firm.

  • Smith & Williamson Investment Management Limited Former name
  • Smith & Williamson Investment Services Limited Former name
  • Smith & Williamson Securities Former name
  • Cunningham Coates Former trading name
  • Cunningham Coates Stockbrokers Former trading name
  • Smith & Williamson Investment Management Former trading name
  • Tilney Former trading name
  • Tilney for Haines Watts Former trading name
  • Tilney for Professionals Former trading name

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake phone numbers (1)
  • 07452 286051
Fake email addresses (4)
  • harryjamila@sandw-online.com
  • harryjamila@smithandwilliamsonline.com
  • helpdesk@smithandwilliamsonline.com
  • info@smithandwilliamsonline.com
Fake websites (2)
  • sandw-online.com
  • smithandwilliamsonline.com
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible 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 apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 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
  • Credit Broking
  • Dealing in investments as agent
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)
  • Sending dematerialised instructions

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.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
00976145
Company status
Active
Company type
Private limited company
Incorporated
2 April 1970 (56 years old)
Registered office
45 Gresham Street, London, EC2V 7BG, United Kingdom
Nature of business
  • Security and commodity contracts dealing activities (SIC 66120)

Directors and company secretaries

Name Role Born Appointed Other companies
Patrice Mcdonald Pryer Director Feb 1969 30 Jun 2026 10 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
Anne Helen Richards (Dame) Director Aug 1964 30 Jun 2026 9 other companies
Jakob Stott Director May 1955 30 Jun 2026 9 other companies
Christopher John Kenny Director Aug 1971 30 Jun 2026 18 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 138 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2023Full accountsAudited

Turnover

£103.4m

No earlier figure to compare

Profit before tax

£11.2m

No earlier figure to compare

Net assets

£39.2m

No earlier figure to compare

Cash at bank

£39.3m

No earlier figure to compare

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 00976145. 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

Evelyn Partners Investment Services’s history from the FCA register and Companies House, newest first.

Key events (15) All events (280)

2026

30 June 2026

  • Board replaced: all 10 directors left and 6 new directors took over

Companies House

2024

28 March 2024

  • Evelyn Partners Group Limited took control (75–100% of shares)
  • Evelyn Partners Professional Services Group Limited gave up control

Companies House

2022

14 June 2022

  • Changed its registered name from "Smith & Williamson Investment Services Limited"

FCA register

2019

12 December 2019

  • No longer regulated by the Prudential Regulation Authority

FCA register

5 August 2019

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2016

6 April 2016

  • Evelyn Partners Professional Services Group Limited took control (75–100% of shares)

Companies House

2013

8 May 2013

  • Changed its registered name from "Smith & Williamson Investment Management Limited"

FCA register

1 April 2013

  • Regulated by the FCA from this date
  • Regulated by the Prudential Regulation Authority from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1997

19 November 1997

  • Changed its registered name from "Smith & Williamson Securities"

FCA register

1970

2 April 1970

  • Incorporated at Companies House

Companies House

1901

1 January 1901

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

In the full report: all 280 events

  • All 280 events in its history (15 shown here)
  • Every director appointment and resignation: 247
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Firms connected to Evelyn Partners Investment Services

Other FCA-listed firms that share a director, phone number or address with Evelyn Partners Investment Services. 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
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Firms like Evelyn Partners Investment Services

Other firms of the same type (lender), nearest first.

In London

Klarna Financial Services UK LimitedLondonAuthorisedAffirm U.K. LimitedLondonAuthorisedGlaxosmithkline Services UnlimitedLondonAuthorisedGoldsmiths University of LondonLondonAuthorisedPershing Securities LimitedLondonAuthorisedClydesdale Financial Services LimitedLondonAuthorised

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 Evelyn Partners Investment Services

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 280 events in its history
  • 11 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Evelyn Partners Investment Services Limited FCA authorised?
Yes, Evelyn Partners Investment Services Limited (FRN 131816) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a lender. The FCA has placed no limits on its permissions.
What is Evelyn Partners Investment Services’ phone number and website?
The FCA register lists the phone number 020 7131 4000 and the website evelyn.com for Evelyn Partners Investment Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 11 other FCA firms.
Is Evelyn Partners Investment Services a scam or clone?
Scammers have impersonated Evelyn Partners Investment Services: the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for Evelyn Partners Investment Services, shown on this page.
Is my money safe with Evelyn Partners Investment Services?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Evelyn Partners Investment Services to the Financial Ombudsman Service, free of charge.
Who owns Evelyn Partners Investment Services?
Evelyn Partners Investment Services is owned by Evelyn Partners Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 28 March 2024. Before that, it was controlled by Evelyn Partners Professional Services Group Limited.
Who runs Evelyn Partners Investment Services?
Companies House lists 6 directors of Evelyn Partners Investment Services: Patrice McDonald Pryer, Muhammad Faqihuddin Mustaffa, Mark Martin Rennison, Anne Helen Richards (Dame), Jakob Stott and Christopher John Kenny.
How long has Evelyn Partners Investment Services been in business?
The company was formed on 2 April 1970, and has held its current FCA authorisation since December 2001.
What do Evelyn Partners Investment Services’ latest accounts show?
Its latest accounts, to 31 December 2023, show turnover of £103.4m (no earlier figure to compare) and profit before tax of £11.2m (no earlier figure to compare).
Does Evelyn Partners Investment Services use any other names?
It has previously used 9 other names, including Smith & Williamson Investment Management Limited, Smith & Williamson Investment Services Limited and Smith & Williamson Securities.

Sources and links

The full report on Evelyn Partners Investment Services Limited

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