HFS Goodwille Financial Services is the in-house financial advisory arm of Goodwille Limited. HFS Goodwille is the trading style of HFS Milbourne Financial Services Limited, who are Authorised and Regulated and by the Financial Services Authority.

As Independent Financial Advisers , Employee Benefit Consultants and Wealth Managers, HFS Goodwille are authorised to deal with many forms of financial services and specialise in giving advise to clients on a wide range of subjects to assist with personal and corporate financial planning. We listen to your needs, and offer clear, no jargon advice on the most appropriate financial products for your particular circumstances.

Services
Our services include:

• Corporate financial planning
• Employee Benefit Advice
• Corporate and Personal Pensions
• Retirement Advice
• Investment Advice & Portfolio Management
• Investment Portfolio Review and Monitoring Service
• Inheritance Tax Planning
• Residential and Commercial Mortgage Advice
• Offshore Investment Structures
• Business Protection
• General Financial Planning

If you would like to know more about the services we offer, and how they might be helpful to you, please click on the following link and complete the email.

Important Note:
The Financial Services Authority does not regulate Tax and Trust advice, Offshore investments, commercial mortgages and some forms of buy-to-let mortgages.

Senior Staff Contact Points:
Rod Milne rod.milne@hfsgoodwille.co.uk
Daren O’Toole daren.otoole@hfsgoodwille.co.uk
Jane Read jane.read@hfsgoodwille.co.uk

Contact Us:
HFS Goodwille Financial Services
St James House
13 Kensington Square
London
W8 5HD

Tel: 0207 795 8158
Fax: 0207 795 4777
Email: info@hfsgoodwille.co.uk

We have expanded upon some of the main areas below to give you more information on our services.

Retirement Planning & Pensions
It is increasingly important to put in place and review a good benefit strategy for both directors and employees as an integral part of a successful company. A good pension and employee benefit strategy will enable your company to attract and retain the skilled personnel necessary to meet the challenges of a very competitive business environment. We can advise on:

• Personal and group pension schemes
• Self invested pension schemes
• Property purchase via pensions
• Retirement counselling
• Pension review and consolidation service

Employee Benefit Schemes
This is an important area for many companies, to provide benefits for their staff, and covers areas such as group pension schemes, death in service, group private medical insurance, income protection and group critical illness cover.

We can arrange the setting up of all different types of schemes both small and large and have negotiated preferential terms for clients with smaller numbers of staff, who will benefit from receiving better terms by coming under the Goodwille Group Benefit umbrella.

We are also able to provide a review service for clients who have existing schemes.

Tax Planning
We can help you maximise your tax allowances and where appropriate utilise offshore investments and other tax efficient arrangements, in conjunction with Goodwille Limited.

Business Protection – Key Person & Shareholder Protection
This is another important area for businesses especially those who have key personnel. We can work with our clients here, to assess the impact on the key person dying or becoming critically ill and make recommendations to protect against this liability and the consequential loss this would create to the company. This service also extends to include advice to shareholders, so that arrangements can be put in place to allow surviving shareholders to buyout the deceased shareholders stake in the business to ensure business continuity.

Investment Advice & Portfolio Management
When selecting the most appropriate savings and investment schemes, it is important to consider not just the funds available, but also individual circumstances and requirements. We are very active in this area and provide a portfolio management service giving quarterly reviews called our Strategic Portfolio Service which aims to out-perform industry benchmarks.

Mortgages & Finance
Our mortgage advisory service gives you access to over 4,000 mortgage schemes for:

• Residential purchase or re-mortgage
• Fast track or no evidence of income schemes
• Buy-to-Let and investment property mortgages
• Commercial mortgages

There may be a fee charged for mortgage advice. The amount will depend upon your circumstances. Any fee would usually range from zero up to a maximum of 1% of the loan arranged. Your home may be repossessed if you do not keep up repayments on the mortgage.

General Financial Planning
This will include areas such as inheritance tax planning, family protection including life assurance and critical illness cover.

If you would like to know more about the services we offer, and how they might be helpful to you, please click on the following link and complete the email.

Important Note:
The Financial Services Authority does not regulate Tax and Trust advice, Offshore investments, commercial mortgages and some forms of buy-to-let mortgages.

Senior Staff Contact Points:
Rod Milne rod.milne@hfsgoodwille.co.uk
Daren O’Toole daren.otoole@hfsgoodwille.co.uk
Jane Read jane.read@hfsgoodwille.co.uk

Contact Us:
HFS Goodwille Financial Services
St James House
13 Kensington Square
London
W8 5HD

Tel: 0207 795 8158
Fax: 0207 795 4777
Email: info@hfsgoodwille.co.uk

Administration address:
HFS Goodwille Financial Services
Lintott House
81 Portsmouth Road
Guildford
Surrey
GU2 4BS