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The Top 35 Next Generation Advisers 2017

Congratulations to Jenni on making it into ‘The Top 35 Next Generation Advisers 2017’ as seen in Citywire dated 21 November 2017

Jenni Robinson

Technical Analyst, HFS Milbourne

Age 29

A member of the Personal Finance Society, Jenni Robinson has achieved levels 2, 3, 4, and 6 qualifications at the professional body. She has been at Guildford-based HFS Milbourne for a year and a half, having previously been a paraplanner at PSFM.

Robinson supports the firm’s senior advisers, as well as being involved in cashflow planning, research and introducing new technologies.

JK Rowling would be her ideal dinner guest, as she has many unanswered questions about the Harry Potter books that even the depths of Reddit cannot answer.

Top 2017 achievements

Robinson says her aim for the year was to complete all necessary chartered financial planning exams, which involved sitting seven exams. She is awaiting the results and hopes to achieve fellowship before she turns 30 next year

 

Great to support Run for Orla

HFS Milbourne are proud to have been a sponsor of Run for Orla, a local charity raising money for great causes supporting families of children with life-limiting conditions.

As ever the new year started with resolutions to get fit and people took up the challenge to join in the Run for Orla whether walking, running, jogging, swimming or cycling, sometimes in muddy conditions but fuelled by homemade cakes and the chance to win a great prize. Employees of HFS Milbourne took part and we have one medal proudly displayed in the office with another expected to arrive.  Great cause.

For further information on Run for Orla please click https://en-gb.facebook.com/runfororla

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HFS Milbourne jumps to 43 in the UK Top 100 list

HFS Milbourne are delighted to announce that for the second year running they are again in the UK Top 100 IFA list. http://rankings.ftadviser.com/ftadviser/top-100-financial-advisers-2014-in-association-with-matrix-solutions

HFS Milbourne joined this list for the first time last year, in at number 62, and have not only consolidated their position this year, but have jumped up 19 places.

The UK Top 100 IFA list is compiled by data sourcing firm Matrix on behalf of Financial Times subsidiary publication, Financial Adviser.

Joint Managing Directors Rod Milne and Colin Hayden-Cook commented:  “This is a fantastic result for us. We have worked very hard at developing our business over the last few years and to be recognised in this way again is very satisfying.  We are now one of the UK’s leading financial advisory firms and we intend to continue to grow and develop the business”.

Rod & Colin in Boardroom

HFS Milbourne specialises in providing financial advice to high net worth individuals and businesses, and has strong connections in the legal and accountancy sectors.

Colin’s Romanian Transfagarasan Cycle Challenge 2014

Day 1 was a little fragmented in that a group of 11 were all coming together from both the UK and Canada and our Canadian contingent ended up being delayed. In the end, the three of them turned up directly from the airport in their lycra – bikes having been rebuilt in the car park.  Albeit middle afternoon, we left Bucharest for an easy 50km ride to our first overnight in Titu.

Day 2 and the ride gets underway ‘for real’ as we set out on a 140 km from Titu to Lake Vidraru.

We started climbing into the Carpathian mountains and eventually heading up to our next hotel on the edge of Lake Vidraru. We were getting out into some of the more isolated parts of Romania and although the hotelier took great delight in warning us of the bears and the wolves in the mountains, in reality, it was the domestic dogs that roamed in packs through any of the villages that you went through that were the immediate danger.

Winding through a village at speed, with 3-4 dogs nipping at your heels was not the time to refer to the phrase book to see what “down boy” in Romanian was!

Day 3 was the big day where we set out from Lake Vidraru to Fragras over the Transfagarasan Pass and climbed further to the high Carpathians with an altitude of 2034 metres. The days ride was 120 km, 60 km of which was an assent up to 2034 metres before an epic decent of 50 km in the afternoon.  It was a fairly brutal day having spent approximately 7-hours in the saddle.  However there was a tremendous sense of satisfaction having ridden over one of the most spectacular passes in Europe.

Day 4, we now ride from Fragras via Brasov to the historic and legendary town of Bran – this is Count Dracula territory and the ride reaches its crescendo at Bran Castle high in the mountains.

Plenty of garlic on the menu this evening and the meal was much appreciated after a 100km ride, an assent of 900 metres and again, what goes up must come down, so we had a 650 metre descent which made the afternoon a little easier.

Day 5 was a ride from Bran to Targoviste which was a steady descent all the way. The day was rich with history as we ride from the home of Vlad the Impaler to the site of one of the most notorious victories (the Night Attackers).  The town was also the site of the trial and execution of Nicolae Ceausescu.  So, 140km for the day to finish off the ride but an opportunity to soak up the atmosphere and culture as we ride through rural Romania into one of the most historically steeped cities in Eastern Europe.

Throughout the trip the road conditions varied and in some cases the roads just disappeared!  Some of the potholes were quite spectacular and on the last day as we cycled for two hours through a major thunderstorm and torrential rain, it was interesting to try to identify whether the puddle you were going through was a shallow puddle or a large pothole.  It was a bit of a lottery but thankfully no serious damage done. That night we had a splendid meal in Bucharest before shipping the bikes to the airport and getting our flights back to the UK. The trip allowed you to get truly under the surface of the country and allowed us to sample the full breadth of what Romania had to offer.

Time spent in capital, the high mountains and the experience of the Romanian rural country life was a fantastic experience helped by cycling one of Europe’s most spectacular roads.

To see a short video of the route please click on the link below:

Transfagarasan Cycle Trip 2014

 

 

Family Law – Increasing demand for Joint Expert Reports

HFS Milbourne increases it Resolution Accredited Advisers

HFS Milbourne has seen a significant increase in requests for pension joint expert reports over the last six months and, as a result, is increasing its Resolution Accredited Advisers.

“Over the past six months we have seen a 60% increase in requests from family lawyers for joint expert reports”, says Resolution Accredited Pension Specialist, Belinda Ray.  “We believe this is partly driven by an increasing awareness of our specialisms amongst family lawyers, and partly due to the improving economic climate, particularly increasing property values in London and the South East”.

HFS Milbourne currently have the only female Resolution Accredited Pension Specialist in London and the South East, and are adding a further two accredited advisers to manage demand from its legal connections.

If you would like to receive more information about our services for divorce lawyers, which includes Cashflow Forecasting, Mortgage Letters of Borrowing Capacity, Joint Expert Reports, advice on Pension Sharing Orders, maintenance protection and other general financial advice, please contact Rod Milne or Belinda Ray on 01483 468888 or email us as rod.milne@hfsmilbourne.co.uk or belinda.ray@hfsmilbourne.co.uk

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Belinda Ray – Resolution Accredited Pension Specialist

 

Colin Hayden-Cook travels to Count Dracula’s home!

Colin Hayden-Cook, joint Managing Director of HFS Milbourne, is about to set off on a bike ride through one of Europe’s least visited corners.  The trip is both a cultural adventure into the heart of Eastern Europe and also an adventurous challenge as well, tackling some classic terrain into the Carpathian Mountains.  The ride will also cover the Transfagarasan Highway and Bran Castle, home of the legendary Count Dracula!

Join us on Twitter for regular updates on his progress at:

https://twitter.com/HFSMilbourne

Bran Castle - legendary home of Count Dracula

Bran Castle – legendary home of Count Dracula

HFS Milbourne Sponsor GB Clay Shooter, Fletcher King

HFS Milbourne are delighted to announce their sponsorship of local clay shooter, Fletcher King.  Fletcher, 15, from Betchworth won the UK junior title outright and has been selected for the Great Britain clay pigeon team, which is competing in the World Championships in Bologna on the 6th & 7th September 2014.

Fletcher has had an amazing 2014 season, after winning the UK junior title he has also been competing at the top senior level, “he almost caused a major upset at the prestigious Helice Shooting Championships in London in August, he just missed out on winning the senior title in a final shoot-out with experienced shooter, Graham Woodman,” says Daren O’Toole, Director of HFS Milbourne.  “Fletcher has a very good future ahead of him, and we are very pleased to be able to provide our support”.

Daren O'Toole, Director HFS Milbourne, with Fletcher King

Daren O’Toole, Director HFS Milbourne, with Fletcher King

 

HFS Milbourne Appoints Two New Technical Analysts to its Growing Team

HFS Milbourne have appointed Liz Halliday and Eve Cannon to its growing team of Technical Analysts.

Both Liz and Eve have a number of years’ experience in the financial services industry and are both highly qualified professionals who will provide technical back-up services to the company’s team of consultants and advisers, further assisting the company’s expansion plans.

HFS Milbourne Appoints Two Senior Specialists to its Team

HFS Milbourne has added to its team of advisers with the appointment of Martin Clarke, as a Technical Tax and Trust Specialist, and Edward Nice as a Financial Consultant.

Martin joins with 20 years’ experience at a senior level in the financial services sector, most notably with a leading Wealth Management company where he provided technical support on tax-efficient investment and trust planning.  Prior to that, Martin advised on offshore investments and worked for one of the world’s largest life insurance and pensions companies.

Ed joins the company with a number of years’ experience at a leading city-based Wealth Management firm.  Ed  holds the prestigious Chartered Financial Planning Certificate and has extensive experience in advising clients in the ‘High Net Worth’ sector.

Both Martin and Ed will be assisting HFS Milbourne with its drive to further develop the company’s existing professional network and joint ventures.

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.