Our UK Portfolio Management team
Our Portfolio Management team operate out of the Wolverhampton office primarily but travel extensively throughout the UK.
Fiona possesses a wealth of knowledge in the Financial Services sector, beginning her career in 1985 with Albany Life (now part of Canada Life) where she ‘cut her teeth’ in direct sales. With her involvement in the business beginning in 1989, Fiona is an Independent Financial Adviser but is also responsible for the day-to-day running of the business, as well as fulfilling a role in Compliance.
Fiona maintains a healthy lifestyle, attending the gym regularly and swimming with her daughter. She has travelled to many places worldwide and is an accomplished skier.
Tony studied Philosophy, Politics and Economics (PPE) at Oxford, graduating in 1964. As a post-graduate student, he left for the University of Bologna (Italy) in 1965 to read International Relations. Joining Citibank in 1965 and then running his own business, he met the late Sandy in 1977 and became an Associate with Hambro Life until 1982 when he again followed Sandy to become an Independent Financial Adviser in Wolverhampton, where he has remained every since.
Thanks to his 35 years plus of experience, Tony’s areas of specialism are widespread and include company and group pension schemes, in addition to tax-related affairs. In line with his classical roots, Tony often returns to Bologna and has a keen interest in opera and languages, especially Italian.
Our consultant for ICT, Richard’s experience in financial services dates back to 1988 when he joined Prudential as a Trainee Broker Consultant. Since that time, Richard has gained considerable experience in the ICT field which, when combined with his knowledge of business and financial services, places him in an ideal position to offer support to the business in a wide ranges of functions.
Richard is a regular gym attender and is a passionate season ticket holder at Derby County, his home-town club. Having gained a degree in French at the University of Birmingham, he often returns to his beloved France with his young family to revisit the many friends made during his year-long stay in 1986 to 1987.
Personal Assistant / Administrator
Carron joined the business in 1995. Her role is one of Personal Assistant to Fiona as well as dealing with all matters administrative.
Her interests include netball, keep-fit and cycling, as well as frequent travel to her Florida holiday home with her family.
One of the more recent additions to the ‘family’, Carly joined in 2008. Since that time, she has become involved with many administrative aspects of the business, including valuations and paraplanning.
Carly is a keen reader and travels whenever the opportunity presents itself.
Jo is MitonOptimal’s most recent recruit, joining us in February 2018. Jo offers essential support to all our advisers. She is an expert Ceroc dancer and forms part of the local Community Festival Choir.
Meet the International Investment Management Committee
The Investment Management Committee (IMC) consists of professional investment staff from across the MitonOptimal group of companies, utilising their collective experience and skills to monitor global markets and proactively manage the investment decisions of the MitonOptimal International team.