Terrence Lundin has been appointed to the role of independent financial planner with Miton Optimal.

Terrence has been part of the team for the past seven years and has become an integral part of MitonOptimal’s service to clients.

This appointment will also see him become part of the Isle of Man management team and his client centric approach will be a key element to his role, as he looks to help grow and develop the business.

Terrence said: ‘I’m delighted to have been appointed to this role and I look forward to continuing to assist our clients as well as developing new relationships and helping drive forward the MitonOptimal business in the Isle of Man.’

Alan Blythe, Miton Optimal’s Isle of Man managing director said: ‘I could not be more pleased to see Terrence in this role.

‘He has worked hard to get himself to this position and I am really looking forward to working with him in this new phase of his career as we look to take MitonOptimal to a new level – his key strengths will be invaluable to us in this respect.

‘We are a closely-knit team of professionals that recognise the importance of focus.

‘That focus does not simply translate to our approach to investment management services; it also reflects our strong belief in offering our clients face to face, personalised relationships.’

Miton Optimal’s Isle of Man office is in Myrtle Street, Douglas.

MitonOptimal Portfolio Management (IOM) Limited is regulated by the Isle of Man Financial Services Authority.