Paul Steven Montgomery

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Openwork Limited

    FRN 408285

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 19 Mar 2015)
  • Fox Payne Associates Limited

    FRN 215499

    • (3)Employed By (since 12 Mar 2015)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (1 Nov 2007 to 27 Jan 2009)
    • CF21 Investment Adviser (3 Sep 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Apr 2003 to 3 Sep 2004)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF21 Investment Adviser (1 Dec 2001 to 6 May 2003)
  • Santander ISA Managers Limited (no longer approved here)

    FRN 171448

    • CF21 Investment Adviser (1 Dec 2001 to 30 Aug 2002)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.