HFS Milbourne Financial Services Limited

• Principal Place of Business

  45 Gresham Street

  London

  EC2V 7BG

  UNITED KINGDOM

  Phone

  +442071314000

  Web

  https://evelyn.com

• Complaints Contact

  Evelyn Partners

  Maxis 2

  Western Road

  Bracknell

  Berkshire

  RG12 1RT

  UNITED KINGDOM

  Phone

  +442071314000

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Holly Louise Rathband

  IRN HXR00112

  • [FCA CF] Client dealing (9 Aug 2023 to 20 Mar 2026)
• Hugo Richard Shaw

  IRN HRS01013

  • [FCA CF] Material risk taker (since 1 Oct 2024)
  • [FCA CF] Significant management (since 14 Jul 2022)
• Hugo Smith

  IRN HNS01005

  • [FCA CF] Material risk taker (since 9 Oct 2025)
  • [FCA CF] Significant management (since 20 Jul 2022)
• Iain Christopher George Halket

  IRN ICH00002

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 13 Aug 2021)
  • CF1 Director (AR) (19 Feb 2008 to 13 Aug 2021)
  • CF30 Customer (1 Nov 2007 to 15 Oct 2025)
  • CF1 Director (1 Dec 2005 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2005 to 31 Oct 2007)
• Ian Alexander Gibson

  IRN IAG01008

  • [FCA CF] Manager of certification employee (since 17 Oct 2023)
• Imogen Jones

  IRN IXB00206

  • [FCA CF] Client dealing (since 6 Dec 2023)
• Isobel Turner

  IRN IXT00080

  • [FCA CF] Client dealing (since 28 Feb 2024)
• Iwan Roberts

  IRN HIR01001

  • [FCA CF] Manager of certification employee (since 2 Dec 2025)
• Jack Dickinson

  IRN JXD00760

  • [FCA CF] Client dealing (since 8 Jun 2023)
• Jack Gallagher

  IRN JXG00886

  • [FCA CF] Client dealing (since 7 Mar 2025)

• HFS Hamlyns Financial Services Ltd (no longer appointed)

  FRN 503049 · Appointed 1 Jul 2009 · Until 15 Oct 2025

• HFS Feltons Financial Services Ltd (no longer appointed)

  FRN 479158 · Appointed 15 Feb 2008 · Until 15 Oct 2025

No changes recorded yet.