DMH Stallard advises on sale of HFS Milbourne

11 Mar 2021

DMH Stallard’s corporate finance team acted for the owners of HFS Milbourne, on their sale of the business to Tilney Smith & Williamson, providing legal advice on the terms and structuring of the transaction throughout.
 
HFS Milbourne, one of the leading financial and investment advisory firms in Surrey, was created by the merger of Milbourne Financial Services and Hayden Financial Services in 2005; joint Managing Directors Rod Milne and Colin Hayden-Cook had decades’ of financial service experience between them even before joining forces.
 
DMH Stallard’s Corporate partner Kate Norgett led the team advising the vendors.  Kate commented:  “We have known Rod, Colin and the team for a long time and it was a pleasure to work with them on this transaction.  Finding the right home for HFS Milbourne’s valued clients and staff was very important to Rod and Colin and I am confident that they have achieved this.  The Tilney Smith & Williamson team were very nice to deal with and I’m sure the combined businesses will continue to go from strength to strength in Surrey.”
 
Joint Managing Director Rod Milne commented: “We are proud of what we have built at HFS Milbourne and are looking forward to continuing to grow the business and support our clients as part of the Tilney Smith & Williamson team in Surrey.  In Kate, we found someone who shares our passion for providing the very best client service at all times.  We are so pleased that we chose Kate and DMH Stallard to assist us with this very important transaction.”
 
Tilney Smith & Williamson provides professional, financial and investment services to private clients and their business interests.  One of the UK’s largest wealth-management and professional services group, it has offices across the UK, Ireland and Jersey.
 

Further reading

Controversy surrounds remote Will witnessing amidst rising inheritance disputes

Blog
20/02/2024
The once lawful practice of remotely witnessing Wills is to be removed due to a surge in contentious inheritance disputes
Read more Read

Changes at Companies House The Economic Crime and Corporate Transparency Act

Blog
16/02/2024
The Economic Crime and Corporate Transparency Act 2023 (the “Act”) aims to deliver a range of reforms to tackle economic crime and improve transparency over corporate entities.
Read more Read

The Body Shop; once a pioneering ethical brand, now in administration

Blog
14/02/2024
Frank Bouette, Restructuring and Insolvency Partner, provides commentary on the Body Shop Administration and the fragility of the high street
Read more Read

DMH Stallard advises on St Barnabas and Martlets Hospice merger

Blog
13/02/2024
The merger is described by St Barnabas as a move that ‘aims to create a stronger, more sustainable and comprehensive hospice care organisation...'
Read more Read
  • Brighton - Jubilee St

    1 Jubilee Street

    Brighton

    East Sussex

    BN1 1GE

  • Brighton - Old Steine

    47 Old Steine

    Brighton

    East Sussex

    BN1 1NW

  • Gatwick

    Griffin House

    135 High Street

    Crawley

    West Sussex

    RH10 1DQ

  • Guildford

    Wonersh House

    The Guildway

    Old Portsmouth Road

    Guildford

    Surrey

    GU3 1LR

  • Hassocks

    32 Keymer Road

    Hassocks

    West Sussex

    BN6 8AL

  • Horsham

    3rd Floor

    Afon Building

    Worthing Road

    Horsham

    West Sussex

    RH12 1TL

  • London

    6 New Street Square

    New Fetter Lane

    London

    EC4A 3BF

  • Make an enquiry

    Make an enquiry

    Message

    Or head to our Contact us page