Andrea Gertrude Martha Montague

• LIFT-Financial Ltd

  FRN 471394

  • SMF1 Chief Executive (since 20 Feb 2026)
  • SMF3 Executive Director (since 20 Feb 2026)
• Adroit Financial Planning Limited

  FRN 579324

  • SMF1 Chief Executive (since 20 Feb 2026)
  • SMF3 Executive Director (since 20 Feb 2026)
• Integrity Wealth Solutions Limited

  FRN 599257

  • SMF1 Chief Executive (since 20 Feb 2026)
  • SMF3 Executive Director (since 20 Feb 2026)
• CST Wealth Management Limited

  FRN 602496

  • SMF1 Chief Executive (since 20 Feb 2026)
  • SMF3 Executive Director (since 20 Feb 2026)
• LIFT-Advice Ltd

  FRN 623947

  • SMF1 Chief Executive (since 20 Feb 2026)
  • SMF3 Executive Director (since 20 Feb 2026)
• LIFT-Invest Limited

  FRN 758465

  • SMF3 Executive Director (since 20 Feb 2026)
  • SMF1 Chief Executive (since 20 Feb 2026)
• Brooks Macdonald Asset Management Limited

  FRN 184918

  • SMF3 Executive Director (since 1 Oct 2024)
  • SMF1 Chief Executive (since 1 Oct 2024)
  • SMF3 Executive Director (19 Oct 2023 to 16 May 2024)
  • SMF2 Chief Finance (19 Oct 2023 to 12 Mar 2025)
• Gresham Insurance Company Limited (no longer approved here)

  FRN 202160

  • [FCA CF] Manager of certification employee (26 Aug 2022 to 24 Oct 2022)
• The Ocean Marine Insurance Company Limited (no longer approved here)

  FRN 202787

  • [FCA CF] Manager of certification employee (26 Aug 2022 to 24 Oct 2022)
• Aviva Health UK Limited (no longer approved here)

  FRN 308139

  • [FCA CF] Manager of certification employee (26 Aug 2022 to 24 Oct 2022)

No changes recorded yet.