MitonOptimal Portfolio Management (UK) Limited

Name: MitonOptimal Portfolio Management (UK) Limited
Address: Mitonoptimal Portfolio Management (UK) Ltd, Derwent House 42-46, Wolverhampton, WV1 4XB, GB
Telephone: 01902 712233
Price range: $$
Rating: 5

aka MitonOptimal Financial Life Planning, MitonOptimal Portfolio Management (UK) Limited

Authorised FRN 770509 5.0 (1)

About

Welcome to MitonOptimal, a leading independent financial advisory firm with a focus on providing bespoke investment solutions to our clients. Our team of experienced advisors and investment specialists work with individuals, families, and businesses to develop custom investment portfolios that align with their unique financial goals.

Source: mitonoptimal.co.uk

Contact & Location

Address

Derwent House, Waterloo Rd, Wolverhampton WV1 4XB, UK

More advisers in Wolverhampton

Phone

01902 712233

Website

mitonoptimal.co.uk

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Opening Hours

Monday8:00 AM – 4:00 PM

Tuesday8:00 AM – 4:00 PM

Wednesday8:00 AM – 4:00 PM

Thursday8:00 AM – 4:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 770509
Status: Authorised
Date Authorised: 1 September 2017
Years Authorised: 8 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (6)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 10524374
Company Status: Active
Incorporation Date: 14 December 2016
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 December 2024
SIC Codes: 66220

Team (13)

Santhosh Thenguvilayil Idicheria
Approved
Richard James Nuttull
Approved
Anthony Mark Edward Quigley
Certified
Anne Sajeev Kochumman
Certified
Derek Dixon
Certified
Ian Christopher Shrimplin
Certified
Fiona Geraldine McCaig
ApprovedCertified
Lyndon Trott
No longer required
Alexander Groat Baker
No longer required
Simon Sharrott
No longer required
Gurjeevan Singh Manak
Certified
Darren Wood
Certified
Tom Arthur
No longer required

Google Reviews

5.0

1 review on Google

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Quick Facts

Wolverhampton, West Midlands
8 years FCA-authorised
14 registered individuals
4 specialisms
6 FCA permissions
CH 10524374

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.