Evelyn Partners Investment Services Limited

Reference number: 912558

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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 (3)

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

  • Smith & Williamson Investment Services Limited Former name
  • Tilney Former trading name
  • Tilney for Professionals Former trading name

FCA permissions and consumer protection

  • Handle payments & transfers Funds safeguarded
    Your money must be kept in a separate safeguarded account. If the firm fails, all safeguarded funds should be returned to you. With no upper limit, unlike the capped amounts under FSCS. Safeguarding works differently from FSCS, but protects your full balance when the rules are followed correctly.
  • 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 (2 permissions)
  • 3. Executing payment transactions (no credit line)
  • 4. Executing payment transactions (credit line)

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
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

* Cash at bank usually includes customers’ money.

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 (8) All events (259)

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

28 July 2022

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

FCA register

2019

12 December 2019

  • Regulated by the FCA from this date
  • Became an authorised payment institution

FCA register

2016

6 April 2016

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

Companies House

1970

2 April 1970

  • Incorporated at Companies House

Companies House

In the full report: all 259 events

  • All 259 events in its history (8 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 its phone number
11
share its postcode
11

In the full report: all 11 connected firms, named

  • How each is linked: the same phone number (11), the same postcode (11)
  • Who links each one: the named directors, with dates
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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 259 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 912558) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2019 and works as a payment or money transfer firm. 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?
Evelyn Partners Investment Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Evelyn Partners Investment Services?
It depends on the product, but payment and e-money balances should be safeguarded in a separate account, with no upper limit on the protected amount. 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 2019.
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 3 other names: Smith & Williamson Investment Services Limited, Tilney and Tilney for Professionals.

Sources and links

The full report on Evelyn Partners Investment Services Limited

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