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HFS Milbourne Financial Services Ltd

Address: Lintott House, 81 Portsmouth Road, Guildford, Surrey, GU3 4BS
Free phone: (0800) 0962 965
Fax: 01483 468890
E-mail: info@hfsmilbourne.co.uk
Visit our Web Site: www.hfsmilbourne.co.uk
Contact: Rod Milne MD, Colin Hayden-Cook MD

General information

Background Information:
We were originally established in October 1986 under the name of Milbourne Financial Services Limited, and in December 2005 merged with a Farnham based IFA, Hayden Financial Services Limited, to form HFS Milbourne Financial Services Limited.’ We are a well established, medium sized Independent Financial Adviser with five qualified advisers, with in excess of 100 Million pounds of funds under management. We provide a general, all round Financial Planning Service with a particular specialism in Pensions and Investments for individuals and corporations. We also have an active Mortgage Desk with links into all the major lenders. We are directly regulated by the Financial Services Authority.

Specialist Areas:
We have a high level of technical expertise in house for the more complicated areas of Pensions and Investments where our qualifications include the Advanced Financial Planning Certificate (AFPC), including G60 which is especially relevant when advising on technical Pension matters including Pension Transfers.

Areas of Advice:
Personal Clients

  • Personal and Self Invested Pension Schemes (SIPPs)
  • Savings and Investment Planning
  • Mortgages
  • Protection including Life and Income Protection Cover and Medical Insurance
  • Tax Planning including Inheritance Tax and Trusts

    Corporate Clients

  • Corporate and Self Invested Pension Schemes
  • Key Person and Shareholder Protection
  • Investments
  • Full range of Employee Benefit Services

    Commissions of Fees?
    We are happy to transact business on a fee or commission basis, and will in any case provide the first consultation free of charge. A growing number of our customers prefer to operate on a fee basis with commission offset whereby we agree a fee for the work and if this generates commission the commission can be used to offset the fee.

    Contact Us
    In order to discuss your requirements, please telephone or email us on the above details, or alternatively you can visit our website at www.hfsmilbourne.co.uk which will give you more information on our services.



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