MitonOptimal Portfolio Management (UK) Limited

Reference number: 770509

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • JBMH Wealth Management

Company details

From the company's Companies House record.

Company number
10524374
Company status
Active
Company type
Private limited company
Incorporated
14 December 2016 (9 years old)
Registered office
Derwent House, 42-46 Waterloo Road, Wolverhampton, WV1 4XB, United Kingdom
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
Santhosh Thenguvilayil Idicheria Director Jan 1968 9 Mar 2023
Anne Sajeev Kochumman Director Nov 1969 26 Apr 2023

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

Action taken against them

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Central Investment Planning Limited

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • MitonOptimal Financial Life Planning

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Common questions

Frequently asked questions

Is MitonOptimal Portfolio Management (UK) Limited FCA authorised?
Yes, MitonOptimal Portfolio Management (UK) Limited (FRN 770509) is authorised by the FCA to carry out regulated activities.
Is my money safe with MitonOptimal Portfolio Management (UK)?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about MitonOptimal Portfolio Management (UK) to the Financial Ombudsman Service, free of charge.
Is MitonOptimal Portfolio Management (UK) a scam or clone?
MitonOptimal Portfolio Management (UK) is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is MitonOptimal Portfolio Management (UK)'s Firm Reference Number (FRN)?
MitonOptimal Portfolio Management (UK)'s FRN is 770509. You can verify it on the FCA register.