Paul Montgomery

• PINNACLE FINANCIAL PLANNING LIMITED (no longer approved here)

  FRN 493625

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2022)
  • CF30 Customer (16 Feb 2011 to 8 Dec 2019)
• PREMIER INDEPENDENT INVESTMENTS UK LIMITED (no longer approved here)

  FRN 186697

  • CF30 Customer (7 May 2010 to 4 Mar 2011)
• Ashwood Law Professional Link (JVC1) Limited (no longer approved here)

  FRN 223794

  • Employed By (22 May 2009 to 30 Apr 2010)
• Aviva Administration Limited (no longer approved here)

  FRN 185746

  • CF30 Customer (1 Nov 2007 to 31 Dec 2008)
  • CF21 Investment Adviser (27 May 2004 to 30 Sep 2005)
  • CF22 Investment Adviser (Trainee) (15 May 2003 to 27 May 2004)
• Elevate Portfolio Services Limited (no longer approved here)

  FRN 144849

  • CF21 Investment Adviser (27 May 2004 to 31 Oct 2004)
  • CF22 Investment Adviser (Trainee) (15 May 2003 to 27 May 2004)
• Birmingham Midshires Financial Services Limited (no longer approved here)

  FRN 169484

  • Employed By (15 May 2003 to 30 Sep 2005)
• A.S.J. Financial Services Limited (no longer approved here)

  FRN 144985

  • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2002)

No changes recorded yet.