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

Issue 21_OFNPM_Portfolio-Review_Q4-2023

Portfolio Review – Q4 2023

March 1, 2024

Chief Investment Officer's comments on global markets alongside a fund comparison

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Guide to effective wealth creation

February 21, 2024

A comprehensive 30 page guide from One Four Nine Wealth

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Cyber Essentials Plus website banner - Feb 2024

Cyber Essentials Plus certification

February 16, 2024

One Four Nine obtains highest level of certification from Cyber Essentials

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