MitonOptimal UK Portfolio Management
MitonOptimal Portfolio Management (UK) Limited is a part of the MitonOptimal group of companies.
Our focus is on delivering advisory services within the UK.
MitonOptimal Portfolio Management (UK) Limited is an investment advisory business, based in Wolverhampton.
Previously known as Central Investment Planning, prior to MitonOptimal’s acquisition in 2017, the firm commenced trading in 1988. Our adviser team offers a combined experience of around 150 years and provides expertise within both the pension and investment fields. We are proud of a service that provides our clientele with a truly bespoke proposition. Many of our clients have been looked after by Sandy Baker and Tony Quigley from the 1970s and, more recently by Fiona McCaig and Tom Arthur from the early 1980s.
Our team boasts a wealth of experience within the pensions and investment sectors, servicing clients from all across the United Kingdom and Europe.
Now part of the MitonOptimal group, we continue to provide quality customer service, catering for discretion and privacy, whilst leveraging off the resources provided by the wider group.
What we do
We provide Investment Advisory services to both corporate and individual clients on a fully-regulated basis.
In addition to this, our service offering includes life insurance/protection advice, pensions & retirement planning, together with general tax planning for our client bank. We are proud to be one of a limited number of UK advisers who are authorised by the FCA to offer advice on defined benefit (or ‘DB’) pension transfers.