Autumn Economic & Investment Seminar

We are pleased to report that our Autumn Economic & Investment Seminar held this morning at the Harbour Hotel in Guildford seemed to go down very well with our guests!

We had a total attendance of 74 guests plus our team, and we were fortunate to have two excellent guest speakers, Rory McPherson, Head of Investment Strategy at Psigma Investment Management (who sits on our Investment Committee), and Karen Ward, Chief Market Strategist at J P Morgan Asset Management. The guests included our professional connections, mostly from the legal & accounting fields, plus existing and some new clients.

We set out in detail how we manage our client’s money, and what our views are of World Markets from an investment & economic viewpoint, taking Brexit into account of course (we fear Brexit may feature in many of our future seminars!). Our Portfolios have given some very good returns over the last 12 months and year to date, despite the challenges out there. It’s all about getting the asset allocation right and making sure you use the right fund managers. Our mid-range risk graded portfolios have posted a return of +6.83% over the last 12 months and +11.02% YTD.

Feedback has been very good, and we will post further blogs when we announce the next Seminar

Stephanie Flanders to address Surrey lawyers

Stephanie Flanders, chief market strategist Europe at J.P. Morgan Asset Management and former broadcast journalist is in Guildford on 26 November as guest speaker at an investment seminar for lawyers hosted by HFS Milbourne, the financial specialist.

Stephanie, who delivers insight to professional investors worldwide in her role at J.P. Morgan, will provide an economic update and an overview of the current investment markets, after which there will be a Q and A session.

The half day seminar also includes ‘moving towards holistic advice’, a look at the impact of the convergence of legal and financial disciplines heralded by the Legal Services Act which will be presented by Ian Muirhead, chairman SIFA, the trade body for solicitor financial advisers.   Plus Iain Halket, chair of HFS Milbourne’s investment committee will report on HFS Milbourne’s Strategic Portfolio Service and the way it is used to ‘safely manage clients’ money’.

Stephanie’s career has included a role as BBC economics editor where she presented numerous television and radio programmes, including her own economics discussion show, ‘Stephanomics’, named after her influential blog. Prior to joining the BBC in 2002, she worked as a reporter at the New York Times, a speechwriter and senior advisor to US Treasury Secretaries Robert Rubin and Lawrence Summers, a Financial Times leader-writer and columnist, and an economist at the Institute for Fiscal Studies and the London Business School.

“Stephanie is very highly regarded within the industry and we are delighted that she has agreed to share her views on the markets with us.  We are hoping that as many lawyers as possible are able to join us for what should be an interesting morning of debate, varying opinions and sharing of information,” said Rod Milne, joint managing director, HFS Milbourne.

Autumn Investment Seminar

Thursday 26 November, G Live, Guildford


09:00 Registration – Tea and Coffee

09:30 HFS Milbourne Introduction (Rod Milne, HFS Milbourne)

09:45 Safely Managing Your Clients’ Money (Iain Halket, HFSM Investment Committee)

10:30 Legal Services Act – Moving Towards Holistic Advice (Ian Muirhead, SIFA)

11:15 Tea & Coffee Break

11:30 Investment Markets & Economic Update (Stephanie Flanders – J.P. Morgan)

12:30 Q&A

12:45 Lunch

14:30 Close

 The seminar takes place on Thursday 26 November at G Live, Guildford and attracts 2.5 hours CPD points.   Refreshments and lunch are provided. Lawyers who wish to attend should contact Samantha Wareham ASAP to reserve a space –


Media contact:  Jane Newick, The Wordbox, tel 01483 243671/07907 566773,

Note to editors


Stephanie Flanders – As Chief Market Strategist Europe for J.P. Morgan in the UK and Europe, Stephanie delivers insight into the economy and financial markets to thousands of professional investors across the UK, Europe and globally. Stephanie was previously the Economics Editor at the BBC. In this role she also presented numerous television and radio programmes, including her own economics discussion show, ‘Stephanomics’, named after her influential blog. Prior to joining the BBC in 2002, she worked as a reporter at the New York Times, a speechwriter and senior advisor to US Treasury Secretaries Robert Rubin and Lawrence Summers, a Financial Times leader-writer and columnist, and an economist at the Institute for Fiscal Studies and the London Business School. During her career, Stephanie has won numerous awards for journalistic excellence. She obtained a first class degree in Philosophy, Politics and Economics from Balliol College, University of Oxford and attended Harvard University.

Hurtwood Park win the HFS Milbourne Cup

It was another glorious day for the third annual HFS Milbourne Cup final held on Friday 26th June.

The two teams, Hurtwood Park and Hincha Pelota, consisting of talented home-grown players as well as players from Argentina battled it out in a fiercely contested match, with Hurtwood Park finally clinching the win.

The cup was presented by joint Managing Director, Colin Hayden-Cook, to the team captain, Cody Jones.




The HFS Milbourne team

The HFS Milbourne team


SLS Investment seminar attracts top City speaker

Justin Urquhart Stewart, one of the UK’s leading financial commentators and former City Personality of the Year is in Guildford next month as guest of honour at a SLS investment seminar hosted by SLS sponsor, the wealth management company, HFS Milbourne.

The event takes place on Wednesday 15 October at G Live! Guildford and runs from 9.00 am to 2.30 pm with complimentary refreshments and lunch provided.  Justin will look at the investment markets and provide an economic update after which there will follow a Q and A session.

Justin is one of the industry’s most recognisable and trusted financial experts and as a well-known media figure he makes regular appearances on the television and radio. He has a keen interest in broadening the appeal of the investment markets to both private investors and SMEs and was involved in the original development of the AIM market and the investor educational company, Proshare. Justin is a co-founder of Seven Investment Management which manages around £6.6bn of assets on behalf of wealth managers and other professional intermediaries.

“Justin has considerable experience following the ups and downs of the markets and his observations and assessments are keenly followed by both professional and amateur investors. We are therefore delighted and privileged to have Justin as key note speaker and we will no doubt benefit from his insightful comments on market sentiment and investment prospects, both for the UK and the wider world,” said Rod Milne for HFS Milbourne.

The programme includes an address from Iain Halket, Chair of HFS Milbourne investment committee on modern portfolio management and a post Budget pensions update from Edward Nice, a chartered financial planner at HFS Milbourne.

Entry is free to active members of law societies in the south east and carries 3 CPD points. RSVP to Sue Seakens at Surrey Law Society to reserve a space:

Cuervos Negros win at Hurtwood

Talented young team clinch HFS Milbourne Cup

Hurtwood Park Polo Club, Ewhurst provided the setting for the finals of the HFS Milbourne Cup, which took place on Friday 20 June when  two talented young teams, Uber Polo and Cuervos Negros battled it out in a 7 goal final to claim the title.


Guests of Guildford based financial advisors, HFS Milbourne cheered on the teams and enjoyed some thrilling, fast paced action on the pitch.  Highly respected players including Santiago De Estrada; Bryony Taylor; Cody Jones; Robbie Denman; Julian Drake; Matt Pannell; Guy Higginson and Tomas Elliott entertained onlookers with their skilful play and fast pace whilst the multi cup winning, ex England polo captain, Tarquin Southwell was the commentator for the afternoon and also provided guests with a colourful insight into the world of international polo.

“We are back at Hurtwood Park for a second year having once again sponsored a Challenge Cup tournament with the Club. It has been a pleasure to relax with colleagues, clients and business associates in the sunshine today amidst the Surrey Hills and we have enjoyed some very exciting play here at Hurtwood which at times was captivating,” said Rod Milne, Joint Managing Director.

Stars descend for HFS Milbourne Cup

Illustrious stars from the world of international polo will descend on Hurtwood Park Polo Club, Ewhurst today, when Uber Polo and Cuervos Negros will compete in the final of the HFS Milbourne Cup.

Many exciting and talented young players such as Bryony Taylor; Cody Jones; Robbie Denman; Julian Drake and Matt Pannell will battle it out in a 7 goal match to claim the Cup title.

The match commentary will be provided by the multi cup winning, ex England polo captain, Tarquin Southwell.

“We are delighted to be back at Hurtwood Park again this year,” said Rod Milne, joint managing director HFS Milbourne, the financial specialists and sponsors of Hurtwood Park Polo Club. “Polo is a great spectator sport.  It is fast paced and incredibly skilful and with the fabulous backdrop at Hurtwood Park, watching a match is great way to spend the afternoon.  I understand the level of play will be even higher this year and so we are very much looking forward to a hotly contested final.”

HFS Milbourne Financial Services is authorised and regulated by the Financial Conduct Authority, and  specialises in wealth management; pensions; finance on divorce; employee benefits and corporate financial planning. For further information, visit  or call 01483 468888.

Hurtwood Park Polo Club, which was founded  by Kenney Jones, a former drummer with rock bands The Small Faces, the Faces and The Who, is set in one hundred and eighty acres of outstanding natural beauty in the Surrey countryside.   www., tel  01483 272828

DJ Cats claw their way to victory in HFS Milbourne Cup


Balmy summer sunshine amidst the rolling Surrey Hills provided the perfect backdrop to an entertaining afternoon of thrilling sport as two upcoming polo teams, the DJ Cats and Boscom battled it out in the finals of the inaugural HFS Milbourne Cup which took place at Hurtwood Park Polo Club, Ewhurst on Friday 14 June.

Guests of HFS Milbourne turned out in force to watch these talented mixed teams in action in what was a hard fought match, with the DJ Cats only securing victory in the final few minutes of play.   Top England players Claire Donnelly and James Glasson impressed onlookers with their skilful play and fast pace, whilst England team mate Tarquin Southwell provided the running commentary whilst captivating guests with an introduction to the  ‘sport of kings’ complete with props and colourful anecdotes from the intriguing world of international polo.

Rod Milne, joint managing director of HFS Milbourne says “If you consider that you can fit nine football pitches into one polo pitch you can really appreciate the skill and stamina of the players and the ponies. Polo is a great spectator sport and the speed, strength and manoeuvrability of the ponies is quite a spectacle.   The event has been an excellent opportunity for us to relax with our colleagues and business associates in a relaxed environment, the perfect way to spend such a fine summer’s day.”


HFS Milbourne & TWM Solicitors co-host Seminar on Workplace Pension Reform

Is your business ready for Workplace Pension Reform?

HFS Milbourne and TWM Solicitors are co-hosting a free breakfast seminar aimed at
helping local business owners and HR managers gear up for the new Workplace
Pension Reforms which come into effect for many companies in 2012.

The event, which takes place on Thursday 2 February 2012 from 8.30 to 9.45 am at TWM offices in Woodbridge Road, Guildford will provide a step by step guide to what employers should be doing now to ensure they comply with the legislation. There will be an opportunity to speak to the experts in a Q & A session at the end of the seminar.

From 2012 employers will be legally required to enrol eligible workers into a qualifying pension scheme without any active decision on the employee’s part. The rules apply to employees aged between 22 and state pension age that earn above the income tax personal allowance of £7,475 in 2011/12.

Employers can choose to use the pension scheme they already have in place but it must meet minimum standards in respect of the benefits it provides and the amount of contributions paid to it.

The reforms will be introduced gradually over the next four years with larger employers having to comply with the law from October 2012. Other employers will have to follow suit during 2013-2016.

“Although the legislation is aimed at encouraging people to save for their future retirement it has not been popular with many SMEs who see it as just another financial burden”, says Iain Halket, Director at HFS Milbourne.

Clare Chappell, senior associate in employment law at TWM will consider the employment law implications of the workplace pension reforms and advise on what employers need to do to become compliant. “The reforms are yet another addition to the wealth of employment related legislation and employers need to get ready to
effect the changes”, says Clare. “Although it feels like there is plenty of time before they actually need to enrol their staff in a compliant pension scheme, businesses need to understand the changes and begin preparing now, to ensure that they don’t run
into difficulties and claims later on.”

Clare will be covering the employment law background to the new regime, explaining which staff will be caught and what you need to do from an employment law perspective.

Iain will provide an overview of the new system including the most recent updates to the rules which were announced by pension minister Steven Webb as recently as last month. In November, the government confirmed that automatic enrolment will begin on time in 2012 as planned. “Small business owners cannot become complacent about the changes – doing nothing is just not an option”,  says Iain.  “The full implication of the Reforms need to be taken into account and advance planning and budgeting is essential. As an initial action we would recommend that any existing employee pension scheme is assessed to see if it meets the minimum requirements of the Reforms.”

Iain Halket - Director HFS Milbourne

To reserve a seat at the seminar, please email

or call 01483 752700.

  Jane Newick,
The Wordbox, tel 01483 562244/07907 566773,



We are Celebrating!


Colin Hayden Cook (centre), Joint Managing Director of HFS Milbourne, talking to guests at the drinks reception

Last month we celebrated 25 years in business with a drinks reception in our smart new offices at Wonersh House, The Guildway, Guildford.

Over fifty guests enjoyed an evening of fine wine and canapés and those who were brave enough to sit for the caricaturist went home with a little souvenir of the evening.