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Our Isle of Man Team

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Senior Management

Alan Blythe photo

Alan Blythe

Group Chief Operating Officer & Managing Director – MitonOptimal (IOM) Limited

Alan is the first and, as far as we are aware, the only person in the Isle of Man to concurrently be accredited as a Chartered Financial Planner and a Chartered Associate of the Institute of Financial Services. He holds the FPFS qualification from the Chartered Insurance Institute and the CAifs qualification from the Institute of Financial Services.

Prior to the merger of Blythe Financial (established by Alan in 2002) into the MitonOptimal Group in 2016, Alan was employed as a Corporate Banker for various banks including HSBC, Royal Bank of Scotland and National Australia Group. He is both qualified and experienced in providing investment and pension advice and financial planning advice, as well as structuring and arranging corporate and commercial finance proposals.

Alan enjoys being out walking with their dogs in his spare time, as well as carrying Sue’s camera equipment to various locations.
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Sue Blythe photo

Sue Blythe

Director – MitonOptimal Portfolio Management (IOM) Limited

Sue has extensive offshore banking experience, with many years with HSBC Bank in a number of managerial roles including operations, lending, project management and credit management. Sue also worked for a South African Asset Management Company as Customer Service Manager and she has a wealth of client facing and customer service experience. Sue has a degree from the Open University covering disciplines from management skills to finance and marketing.

Sue is a Chartered Financial Planner and holds the Advanced Diploma in Financial Planning (APFS) and was the island’s first holder of the Fellow of the Personal Finance Society (FPFS) designation.

Sue is also a qualified Mortgage Advisor, being CeMap qualified.

Outside of the office, Sue is a keen photographer.
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Client Relationship Team

Terrence Lundin photo

Donald Beggs

Portfolio Manager

Prior to joining the busy MitonOptimal team, Donald worked in the Securities and Investment arena for Jardine Matheson and its acquiring companies. Until recently Donald worked for over 11 years at local family run stockbrokers, where he was Senior Dealer on the busy dealing desk, transacting business throughout the Equity & Bond Markets around the globe / taking care of the needs of worldwide clients and enjoying the intricacies of the world stock markets.

Now, two decades later, and after experiencing the interesting 2001Tech Crash as well as the 08 Banking Crisis he has left Athol Street and moved 130 yards, or a good nine iron, “up the street”, to MitonOptimal. Donald is a Chartered Member of CISI and holds the CISI Level 4 Diploma in Investment Advice.

In his spare time Donald is an avid golfer, when family duties don’t take precedence, although, with the pending arrival of a new four-legged family member, yards may turn into miles covered each week! Travel and Cinema are also a large part of Don’s lifestyle.
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Terrence Lundin photo

Terrence Lundin

Client Relationship Manager

Terrence joined the team in Feb 2011 and quickly established himself as a key member of the MitonOptimal (Isle of Man) office. Terrence is a member of the Chartered Insurance Institute and the Personal Finance Society and holds the Level 4 Diploma in Regulated Financial Planning. Terrence is a qualified and experienced Independent Financial Adviser with specialist knowledge in investments, pensions, and protection. Terrence works in partnership with individual clients, companies and trusts.

Terrence left his native homeland of South Africa and lived in London for eight years, before moving to the Isle of Man at the start of 2008. Terrence’s past military career established high morals, standards and values which have facilitated his successful career to date. He enjoys meeting and helping people, and this tied in with his previous experience in client service, matches the core values held at MitonOptimal.

In his spare time, Terrence enjoys motorcycle riding, generally being outdoors and spending time with his wife, son and two Huskadores’ (Lab X Huskies).
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Administrative Team

Shirley McCabe photo

Shirley McCabe

Business Support Manager

Shirley joined the team in March 2017 following a 22-year career with the BlackRock (Isle of Man) Limited.
Amongst other responsibilities, her main role was working in Investment and Fund Administration dealing with internal and external stakeholders in relation to Isle of Man and UK Institutional clients. She is currently an Affiliate member of the Chartered Institute of Securities and Investment.

In her spare time, she is actively involved in community work and is a charity committee member of the Isle of Man based charity of the UK Multiple Sclerosis Society. She also enjoys walking and visiting family and friends in Liverpool.
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Angie Pennington

Administrator

Angie joined the team in August 2016 and has over 15 years banking experience with Royal Bank of Scotland International and Isle of Man Bank. She has a wealth of client facing and customer service experience, including recent roles of as a customer adviser and as a support assistant to a financial adviser. She has also completed her CF1 Certificate.

Angie was born on the Isle of Man and outside of work she enjoys spending time with family and friends.
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Rebecca Corkish photo

Rose Arnold

Administrator

 

Rose joined MitonOptimal Isle of Man in June 2018 following a 8 year career in Financial Services. Rose brings a wealth of investment service experience and knowledge from her previous roles within investment wealth platforms. She also holds a BA Hons in Business Management.

 

Rose enjoys spending her spare time with her family on their family farm and being a personal taxi services for the various out-of-school activities her kids’ part-take in
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Sales Team

Phil Penrose

Phil Penrose

Director & UK and Far East Sales
Phil is Head of UK Sales and covers the Far East and the Middle East also, with over 20 years industry experience and is currently based in the Isle of Man but is responsible for the Group's sales process across their International (offshore) regions. He has previously held senior roles with Zurich and Swiss Life: responsible for business across Europe, Asia, Africa and the Middle East. Phil has an Honours degree in Financial Services from the University of the West of England and holds the full Financial Planning Certificate from the UK’s Chartered Insurance Institute. In his spare time, Phil is an enthusiastic advocate of good food and wine with friends; and of rugby, football and golf.
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Greg Easton

Director & International Business Development
Greg has worked in the Isle of Man financial services industry since 1999 and has life assurance, banking, fiduciary, fund and investment experience. Prior to being appointed by the MitonOptimal Group to initially establish the Isle of Man office, he worked for Scottish Provident (now part of RL360); Standard Bank; 3D Offshore Perspectives Ltd, a family run design, development and distribution business; and latterly Turnstone Group.

Greg is a member of the CFA Society of the UK and holds the CFA Level 4 Certificate in Investment Management. Greg is a member of the MitonOptimal International Investment Management Committee and is focused on client and intermediary relationships across the globe, including the Isle of Man, Guernsey, Jersey, South America, the Caribbean and Europe. Greg is also a father and a keen golfer in his spare time.
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Address

MitonOptimal Portfolio Management (IOM) Limited
11 Myrtle Street, Douglas, Isle of Man, IM1 1ED, British Isles

Phone

+44 1624 619180

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Regulatory Information

MitonOptimal Portfolio Management (IOM) Limited is registered in the Isle of Man (Company Registration Number: 103941C) and is Regulated by the Isle of Man Financial Services Authority.