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Iain Halket
Director at HFS Milbourne Financial Services Ltd
High net worth wealth management expert delivering bespoke advice to corporate clients.
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Location
Greater Guildford Area, United Kingdom, GB
Skills
- Wealth Management
- Inheritance Tax Planning
- Investments
- Pensions
- Finance
- Show all
Bio
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Topline AI
Iain Halket is a seasoned wealth management expert with 28 years of experience, specializing in bespoke advice for high net worth individuals and corporate clients. He chairs the Investment Committee at HFS Milbourne Financial Services Ltd and provides holistic financial planning and employee benefit advice.
Iain holds a Master of Science from Loughborough University and a Bachelor of Arts from Leeds Metropolitan University.
Experience
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Director
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Jul 1996 - Present
I am Chairman of our Investment Committee and specialise in Wealth Management, working alongside my fellow Directors to provide our High Net Worth Clients with bespoke advice in managing their investment portfolios.I also provide general holistic financial planning and employee benefit advice to our corporate clients.
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Education
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1983 - 1984Loughborough University
Master of Science (M.Sc.) -
1980 - 1983
Leeds Metropolitan University
Bachelor of Arts (Hons) -
1976 - 1980
St John's, Leatherhead, Surrey
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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