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

  Show 1 limitation Hide limitations

  • · 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.

• Jack Sleator

  IRN JXS01305

  • [FCA CF] Client dealing (18 May 2023 to 8 Nov 2024)
• Jackie Manning

  IRN JXM01377

  • [FCA CF] Manager of certification employee (since 25 Nov 2024)
  • [FCA CF] Client dealing (since 18 May 2023)
• Jacques Van Der Merwe

  IRN JXV00163

  • [FCA CF] Client dealing (18 May 2023 to 10 Apr 2026)
• Jade Hill

  IRN JXH01126

  • [FCA CF] Client dealing (since 30 May 2023)
• Jake Mills

  IRN JXM01381

  • [FCA CF] Client dealing (since 30 May 2023)
• James Adams

  IRN JXA00253

  • [FCA CF] Client dealing (29 Jul 2024 to 13 Nov 2025)
• James McLeish

  IRN JXM04316

  • [FCA CF] Client dealing (17 Jul 2025 to 10 Sep 2025)
• James Rickard

  IRN JXR00711

  • [FCA CF] Client dealing (30 May 2023 to 9 Feb 2024)
• James Roberts

  IRN JXR00109

  • CF21 Investment Adviser (1 Dec 2001 to 13 Jul 2006)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 24 Sep 2007)
• Jason Daniel Hollands

  IRN JDH01091

  • [FCA CF] Significant management (since 25 Jul 2022)

• 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.