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.

• Jason Robert Simpson

  IRN JRS00083

  • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2002)
• Jayne Watson

  IRN JXW00897

  • [FCA CF] Client dealing (18 May 2023 to 16 Sep 2025)
  • [FCA CF] Manager of certification employee (18 May 2023 to 16 Sep 2025)
• Jennifer Anderson

  IRN JXA00541

  • [FCA CF] Manager of certification employee (since 3 Oct 2024)
  • [FCA CF] Client dealing (since 6 Jul 2023)
• Jennifer Holman

  IRN JEH01207

  • [FCA CF] Manager of certification employee (since 27 Sep 2024)
  • [FCA CF] Client dealing (since 18 May 2023)
• Jennifer Muir

  IRN JXM01376

  • [FCA CF] Client dealing (18 May 2023 to 30 Jun 2024)
  • [FCA CF] Manager of certification employee (18 May 2023 to 30 Jun 2024)
• Jennifer Russell

  IRN JXR00759

  • [FCA CF] Client dealing (13 Oct 2023 to 8 Apr 2024)
• Joanne Craddock

  IRN JXC01171

  • [FCA CF] Client dealing (since 18 May 2023)
• Jodi Lake

  IRN JXL00683

  • [FCA CF] Client dealing (since 21 Jun 2023)
• Jodie McGrath-Hayes

  IRN JXM01411

  • [FCA CF] Client dealing (6 Jul 2023 to 7 Jan 2026)
• John Bradley Bunch

  IRN JXB00087

  • Responsible for Insurance Distribution (13 Jan 2022 to 31 Aug 2023)
  • SMF18 Other Overall Responsibility (13 Oct 2021 to 31 Aug 2023)
  • [FCA CF] Significant management (26 May 2021 to 26 Oct 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.