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.

• Joshua Loftus

  IRN JXL00825

  • [FCA CF] Client dealing (2 Jan 2025 to 31 Oct 2025)
• Joshua Nelson

  IRN JXN00268

  • [FCA CF] Client dealing (18 May 2023 to 15 Apr 2024)
• Julia Smart

  IRN JXS00452

  • [FCA CF] Client dealing (since 17 Nov 2025)
• Julian Anokwuru

  IRN JXA01474

  • [FCA CF] Manager of certification employee (18 May 2023 to 24 Dec 2024)
  • [FCA CF] Client dealing (18 May 2023 to 24 Dec 2024)
• Julie Ann Williams

  IRN JAW01285

  • [FCA CF] Client dealing (since 16 Jun 2023)
• Julie Frampton

  IRN JXF00519

  • [FCA CF] Client dealing (since 12 Jun 2023)
• Julie Garnett

  IRN JXG00646

  • [FCA CF] Client dealing (since 18 May 2023)
• Julie Keane

  IRN JXK00530

  • [FCA CF] Client dealing (since 18 May 2023)
• Karin Fagerholm

  IRN KXF00109

  • [FCA CF] Client dealing (15 Jun 2023 to 24 Mar 2026)
• Katarina Alderson

  IRN KXA33577

  • SMF18 Other Overall Responsibility (since 24 Jun 2025)
  • [FCA CF] Manager of certification employee (14 Jul 2022 to 24 Jun 2025)
  • [FCA CF] Significant management (14 Mar 2022 to 24 Jun 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.