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Steven Montague DipPFS DM EFA DFS(FP)
Steven is the Group’s Operations Manager.
Supporting the Chief Operating Officer, he is an integral member of the Operations team responsible for the migration and integration of firms into a centralised client database and works with all One Four Nine IFA Locations to ensure they have the appropriate training to adopt new processes and procedures.
Having worked across a variety of roles for over a decade within the financial advice industry, Steven has accumulated a wealth of experience and a vast skill set. His passion is in helping clients achieve what is important to them whether that is early stage or later life financial planning. With a thorough understanding of a suite of financial planning tools and the centralised systems at One Four Nine Steven is ideally placed to guide and ensure consistency of client processes across the Group.
Back to our team.
We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients
Latest News
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A comprehensive 34 page guide from One Four Nine Wealth
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Issue 15, January/February, of One Four Nine Wealth magazine
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A comprehensive 16 page review of the markets