---
title: "EVELYN PARTNERS INVESTMENT SERVICES LIMITED — Ownership Dossier"
canonical: https://whiteintel.dev/entity/77c28f13-4bb3-5ec9-b6f1-2bf8ff9bc2ab
json: https://whiteintel.dev/api/public/dossier/77c28f13-4bb3-5ec9-b6f1-2bf8ff9bc2ab
identifier: oo:GB-COH-00976145
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# EVELYN PARTNERS INVESTMENT SERVICES LIMITED

**Type:** Company  
**Jurisdiction:** [GB](https://whiteintel.dev/jurisdictions/gb)  
**Identifier:** `oo:GB-COH-00976145`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/77c28f13-4bb3-5ec9-b6f1-2bf8ff9bc2ab  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/77c28f13-4bb3-5ec9-b6f1-2bf8ff9bc2ab  

## Ownership & control

### Owners / controllers

- **Evelyn Partners Group Limited** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/5eaaa8fa-92e0-4d05-be4e-f5fedcbdc8af
- **S&W PARTNERS GROUP LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/2d3de7c6-7646-5295-a96c-1d1cd181d44e

### Holdings / subsidiaries

- **EVELYN PARTNERS NOMINEES LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/8efd8f47-329f-53ea-9a75-15a1873667dc

### UBO chain (walk to the ultimate owner)

A **26-step** ownership/control chain to the ultimate beneficial owner is resolved for this entity. The full cited chain unlocks with a paid API key or a one-off dossier — https://whiteintel.dev/pricing.

## Company profile (live · UK Companies House)

- **Company number:** `00976145`
- **Status:** active
- **Type:** ltd
- **Incorporated:** 1970-04-02
- **Registered office:** 45 Gresham Street, London, EC2V 7BG, United Kingdom
- **SIC:** 66120

### Officers

- DAVIES, Charlotte — secretary · appointed 2024-03-31
- KENNY, Christopher John — director · British · appointed 2026-06-30
- MCDONALD PRYER, Patrice — director · Irish · appointed 2026-06-30
- MUSTAFFA, Muhammad Faqihuddin — director · Malaysian · appointed 2026-06-30
- RENNISON, Mark Martin — director · British · appointed 2026-06-30
- RICHARDS, Anne Helen, Dame — director · British · appointed 2026-06-30
- STOTT, Jakob — director · Danish · appointed 2026-06-30
- LEGGE, Diana Patricia — secretary · British · appointed 2000-04-26 · resigned 2000-08-31
- MASSIE, Scott Edward — secretary · British · appointed 1997-11-11 · resigned 2000-02-17
- ROSE, Martin John — secretary · British · appointed 2009-10-01 · resigned 2010-05-26
- ROSE, Martin John — secretary · British · appointed 2000-08-31 · resigned 2002-03-28
- ROSE, Martin John — secretary · British · appointed 2000-02-17 · resigned 2000-04-26
- ROSE, Martin John — secretary · British · appointed 1996-12-19 · resigned 1997-11-11
- SAUNDERS, Deborah Ann — secretary · British · appointed 2010-05-26 · resigned 2021-09-01
- VALLANCE, Richard Frederick — secretary · British · appointed 2002-03-28 · resigned 2009-10-01
- WHITE, Gavin Raymond — secretary · appointed 2021-09-01 · resigned 2024-03-31
- SMITH & WILLIAMSON LIMITED — corporate secretary · resigned 1996-12-19
- ALEXANDER, Gordon Ralph Douglas — director · British · appointed 2006-06-30 · resigned 2012-12-31
- ANDERSON, Alexander — director · British · resigned 1994-12-31
- ANDREWS, Jane Church — director · British · appointed 1999-05-01 · resigned 2006-06-30

### Beneficial owners (Persons with Significant Control)

- [Evelyn Partners Group Limited](https://whiteintel.dev/entity/5eaaa8fa-92e0-4d05-be4e-f5fedcbdc8af) — 75–100% shares · corporate PSC · United Kingdom — since 2024-03-28
- [Evelyn Partners Professional Services Group Limited](https://whiteintel.dev/entity/2d3de7c6-7646-5295-a96c-1d1cd181d44e) — 75–100% shares · corporate PSC · United Kingdom — ceased 2024-03-28

## Provenance

- OpenOwnership — https://find-and-update.company-information.service.gov.uk/company/00976145
- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/00976145

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **EVELYN PARTNERS INVESTMENT SERVICES LIMITED**. Human view: https://whiteintel.dev/entity/77c28f13-4bb3-5ec9-b6f1-2bf8ff9bc2ab · Structured JSON: https://whiteintel.dev/api/public/dossier/77c28f13-4bb3-5ec9-b6f1-2bf8ff9bc2ab._

_Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership. Every claim carries a source; an absent edge means "not yet observed in current sources", not "does not exist"._