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.

• Roderic Bruce William Milne

  IRN RBM00003

  • [FCA CF] Manager of certification employee (2 Mar 2021 to 2 Oct 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 2 Oct 2023)
  • SMF3 Executive Director (9 Dec 2019 to 13 Aug 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Oct 2023)
  • Responsible for Insurance Distribution (1 Oct 2018 to 13 Aug 2021)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 13 Aug 2021)
  • CF1 Director (AR) (19 Feb 2008 to 13 Aug 2021)
  • CF30 Customer (1 Nov 2007 to 10 Mar 2025)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 13 Jul 2006)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 1 Jul 2006)
  • CF10 Compliance Oversight (1 Dec 2001 to 1 Jul 2006)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Rugile Kalesinskaite

  IRN RXK07520

  • [FCA CF] Client dealing (since 18 May 2023)
• Ryan Jackson

  IRN RXJ00268

  • [FCA CF] Client dealing (since 26 Sep 2023)
• Sahil Chadha

  IRN SXC02633

  • [FCA CF] Client dealing (12 Jun 2025 to 20 Nov 2025)
• Sally Ann Boyle

  IRN SAB01410

  • SMF12 Chair of the Remuneration Committee (since 1 May 2025)
  • Director of firm who is not a certification employee or a SMF manager (22 Mar 2024 to 2 Sep 2024)
• Sam Corney

  IRN SXC01004

  • [FCA CF] Client dealing (since 18 May 2023)
• Sam Smith-Baker

  IRN SXS05553

  • [FCA CF] Client dealing (7 Mar 2025 to 27 Aug 2025)
• Samantha Forsey

  IRN SXF00428

  • [FCA CF] Client dealing (since 2 Oct 2023)
• Samantha Kennett

  IRN SXK00719

  • [FCA CF] Client dealing (since 9 Nov 2023)
• Sara Louise Williams

  IRN SLW01104

  • [FCA CF] Client dealing (since 19 Sep 2023)

• 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.