Steven Montague DipPFS DM EFA DFS(FP)

Operations Manager

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.

Connect with Steven on LinkedIn.

Take a look at the rest of the One Four Nine support team.

Integrating all One Four Nine firms is a strategic priority as we look to harmonise the Group

Latest News

One_Four_Nine_Wealth-Guide-to-estate-planning

Guide to estate planning

June 10, 2024

A 36 page guide from One Four Nine Wealth

Read more about Guide to estate planning
One_Four_Nine_Wealth-Election-2024

A special edition: Election 2024

June 7, 2024

A 10 page special edition on the Election 2024

Read more about A special edition: Election 2024
One Nine Portfolio Management - Portfolio Review Podcast

Portfolio Review Podcast – Q1 2024

May 24, 2024

With Dr Bevan Blair and hosted by Rosie Cook, find out what's been happening across global markets

Read more about Portfolio Review Podcast – Q1 2024