Steven Montague DipPFS (DM), EFA, DFS (FP)

Steven Montague DipPFS (DM), EFA, DFS (FP) Steven Montague DipPFS (DM), EFA, DFS (FP) Steven Montague DipPFS (DM), EFA, DFS (FP)

Steven Montague DipPFS (DM), EFA, DFS (FP)

Steven Montague DipPFS (DM), EFA, DFS (FP) Steven Montague DipPFS (DM), EFA, DFS (FP) Steven Montague DipPFS (DM), EFA, DFS (FP)
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  • Financial Planner Role
  • Growth & Innovation Role
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    • Home
    • About me
    • Financial Planner Role
    • Growth & Innovation Role
    • Paraplanning Roles
    • My Qualifications
    • Software Familiarity
    • Contact

  • Home
  • About me
  • Financial Planner Role
  • Growth & Innovation Role
  • Paraplanning Roles
  • My Qualifications
  • Software Familiarity
  • Contact

Welcome

 As a role that is almost unique in the IFA market, it is one that I have made my own through my experience and passion to improve the way advice firms operate and deliver their services 

Growth & Innovation - explained

A little about the role...

  

The role I play as the Growth & Innovation Manager is very diversified but, in essence, I am:

  • the innovator who seeks and develops ideas and handles innovation projects. 
  • the enabler who creates structures and processes so that innovation can happen in organisations. As the promoter, especially in the field of culture, I work to persuade and disseminate the necessary knowledge of innovation to help grow the business. 

The value it brings...

Although not a typical role within a financial services firm, it's one I passionately believe adds significant value, especially for startups wanting to set off on the right foot and for those firms wanting to transform what they do and how they do it.

8 roles in one

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