Jonathan Ian Montgomery

• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (1 Jun 2024 to 26 Jun 2024)
  • CF1 Director (AR) (1 Jun 2024 to 26 Jun 2024)
• Forward Financial Consultancy Ltd (no longer approved here)

  FRN 1014344

  • (2)Employed By (1 Jun 2024 to 26 Jun 2024)
• OPUS Independent Financial Planning Limited (no longer approved here)

  FRN 529492

  • [FCA CF] Functions requiring qualifications (25 Mar 2021 to 12 Aug 2021)
  • [FCA CF] Client dealing (25 Mar 2021 to 12 Aug 2021)
  • CF1 Director (AR) (29 Oct 2018 to 9 Nov 2019)
  • CF30 Customer (29 Oct 2018 to 9 Nov 2019)
• True Potential Wealth Management LLP (no longer approved here)

  FRN 529810

  • [FCA CF] Client dealing (9 Dec 2019 to 26 Jun 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Jun 2024)
  • CF30 Customer (8 Aug 2019 to 8 Dec 2019)
• DFM Financial Planning Limited (no longer approved here)

  FRN 815929

  • (1)Employed By (29 Oct 2018 to 8 Dec 2019)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (12 Dec 2016 to 24 Aug 2018)
• CWM Financial Planning Ltd (no longer approved here)

  FRN 762756

  • Employed By (12 Dec 2016 to 24 Aug 2018)
• Merito Financial Services Ltd (no longer approved here)

  FRN 565825

  • Employed By (17 Feb 2015 to 15 Jul 2016)
• TenetConnect Limited (no longer approved here)

  FRN 149826

  • CF30 Customer (2 Feb 2015 to 15 Jul 2016)
• Broadstone Financial Solutions Limited (no longer approved here)

  FRN 134771

  • CF30 Customer (3 Apr 2013 to 20 Oct 2014)

No changes recorded yet.