HFS Milbourne Financial Services Ltd

Independent Financial Adviser Wonersh House, The Guildway, Old Portsmouth Road, Guildford, Surrey, GU3 1LR
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
You will find us efficient & dynamic in our approach. Investors in People Gold.
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • EEA
    • Rest of world
    • Wealth management
    • Long term care
Meet our advisers
Rod Milne
Managing Director
Accreditations
Certified Financial Planner
Colin Hayden-Cook
Managing Director
Accreditations
Certified Financial Planner
Daren O'Toole
Director
Iain Halket
Director
Accreditations
Certified Financial Planner
Edward Nice
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Belinda Ray DipPFS
Senior Technical Analyst
Accreditations
Chartered Financial Planner
What our clients say
An enormous thank you for all of your help with the mortgage and for the beautiful flowers! Very much appreciated and you made the whole process incredibly smooth and easy for us
HS, Middlesex
Young man you are a diamond! I went for my appointment and wasn't able to borrow what I needed, but with your advice and expertise I now can! So thanks very much for your sound advice.
JM, Surrey
Nicki and Chris recently arranged a mortgage for me after I was referred Claire Firth at Hamlyns. I was extremely impressed. The service that I received from Nicki and Chris was excellent, and I will be referring us to friends and thanking Claire Firth for her referral.
AW, Surrey
I can confirm we have completed. Thank you for all your efforts, your sense of humour and most importantly your integrity. Let's keep in touch and once the work is complete I will get a proper valuation and we can agree timing on our next steps. Many thanks LH
LH, London
Where to find us

Wonersh House, The Guildway, Old Portsmouth Road, Guildford, Surrey, GU3 1LR

Contact us
About us

HFS Milbourne Financial Services was established in 1986, we specialise in giving friendly impartial advice on individual and company pension schemes, self invested pensions (SIPPS), investments, protection and mortgages. We also advise on Cash Flow forecasting

We can provide tailored advice regarding Auto-Enrolment, SIPP property purchase and other Investments.

Our services are offered on a fee basis, however, our initial consultation is free of charge.

We are Investors In People (Gold) accredited, which reinforces the high standards that we apply in all aspects of our work with clients.

Our services

We pride ourselves in having a very experienced well qualified team of advisers, analysts and administrators.

We feel this is of paramount importance especially when advising on complex matters such as Final Salary schemes, Pensions & Divorce, Long Term Care and Equity Release.

As long term sponsors of the Surrey Law Society, we have close ties with many Surrey law firms, especially in the Family Law and Private Client areas.

A number of our team have legal related qualifications further enhancing our standing in the legal sector.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

We are regulated directly by the Financial Conduct Authority, and have suitable qualifications to advise on Final Salary matters, Pension Transfers, Long Term Care, Equity Release and other complex areas. Investors in People Gold

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