top of page


Below are the core steps in our financial advice process.

Fiona McCaig


Tony Quigley

Investment Consultant

Initial Inquiry

1. Initial Inquiry

The first step is to express interest in joining MitonOptimal. This can be done by visiting our website, contacting our office, or requesting a consultation. Our team will be ready to assist you and provide the necessary information.

Initial Inquiry

2. Consultation and Needs Assessment

Once we receive your inquiry, we will schedule an initial consultation to understand your financial goals, investment preferences, risk tolerance, and any specific requirements or concerns you may have. This consultation helps us tailor our services to meet your unique needs.

Consultation and Needs Assessment

3. Proposal and Agreement

Based on the information gathered during the consultation, we will create a customised proposal that outlines the recommended services, investment strategies, and associated fees. We will thoroughly explain the proposal and address any questions or concerns you may have. If you are satisfied, we will proceed with the agreement to formalise our partnership.

Proposal and Agreement

4. Account Setup

Once the agreement is in place, we will guide you through the account setup process. This involves gathering the necessary information to open your investment accounts and complete any required documentation, such as investor profiles or risk assessment forms. We will ensure a smooth and efficient onboarding experience.

Account Setup

5. Investment Strategy Development

Our team of experienced professionals will work closely with you to develop a personalised investment strategy aligned with your financial goals and risk tolerance. We consider factors such as asset allocation, diversification, and investment time horizon to create a well-rounded portfolio that suits your needs.

Investment Strategy Development

6. Investment Execution

After finalising the investment strategy, we will execute the investment transactions on your behalf. Our dedicated team will monitor the market conditions, conduct research, and make informed investment decisions to optimise your portfolio's performance.

Investment Execution

7. Regular Reporting and Communication

We believe in transparent and open communication with our clients. You will receive regular reports detailing the performance and progress of your investments. We also encourage ongoing discussions and reviews to ensure your financial goals remain on track and make any necessary adjustments as your circumstances evolve.

Regular Reporting and Communication

8. Ongoing Support and Review

As a valued client of MitonOptimal, you will have access to our dedicated client support team. We are here to answer any questions, address concerns, and provide ongoing guidance and support. We conduct periodic portfolio reviews to evaluate the performance and suitability of your investments.

Ongoing Support and Review

9. Our Fees

Our ethos is that we provide our clients with value for money.

Fees are disclosed at outset and confirmed in writing. Transparency is key to us. You will always know what and how you are being charged.

Our Fees
bottom of page