• MitonOptimal Portfolio Management (UK) Limited
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How to Invest

The MitonOptimal Model Portfolio Service is currently available via the following platforms:

Ascentric

At Ascentric, we set out to help financial advisers build their businesses in the way they want to. We believe that giving advisers choice through our investment platform and the service and support we offer is paramount, because everyone is different.

Our platform is only available to financial advisers and with our help, they are able manage their clients’ financial needs in one place. Ascentric is owned by the Royal London Group, the UK’s largest mutual life, pensions and investment company.

Novia

The Novia platform offers real benefits to Advisers and their Clients – we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service.

Efficiently manage your Clients’ wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure.

Transact

Transact is the leading independent investment wrap platform in the UK. First established in 2000 we now have over £28 billion of funds under direction in over 147,000 client investment portfolios (Sept 2017).

Our service includes an online platform, owned and built by us, and dedicated regional adviser support to bring assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios.

For any queries regarding platform availability, please contact us directly for further information and assistance.

Address

MitonOptimal Portfolio Management (UK) Limited
Derwent House
42-46 Waterloo Road
WOLVERHAMPTON
WV1 4XB

Phone

t: +44 (0) 1902 712233
f: +44 (0) 1902 425872

Regulatory Information

MitonOptimal Portfolio Management (UK) Limited is part of the MitonOptimal group of companies. Registered in England and Wales No. 10524374. Authorised and regulated by the Financial Conduct Authority FCA no. 770509.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you
the Financial Ombudsman Service to help resolve this. Please see the following link for further details: https://www.financial-ombudsman.org.uk/

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