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Welcome to

Your Financial Journey
starts Here

Our promise to you is:

  • We will act impartially and in your best interests at all times.

  • We will act in an honest and upfront manner.

  • We will bust through the jargon in our dealings with you.

  • Giving advice in a clear and concise way.

  • Be transparent with you at all times.

  • To build a trusted long-term relationship with you and your family.

  • Be at hand to answer any queries in an efficient manner.

We conduct our business in a simple 3 step process

Step

01

Get in Touch

We'll have a brief chat about you and your financial situation. We will then advise if you need to take things to the next level and how We can be of help.

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Step

02

Fact Find - Review

If necessary, we will have a comprehensive meeting to discuss your needs, concerns and objectives. This meeting, via telephone, Zoom or in person, takes approx. 20 - 30 mins. Once scheduled, I'll advise you what relevant information I'll require, so I can prepare for our meeting in advance.

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Step

03

Recommend and Agree

Following the meeting and on your instruction, we will prepare recommendations. We will present you with our professional advice in a clear and concise manner and implement the appropriate product on your instruction.

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Leading specialists in

Protection, Individual and Group Pensions, Savings Investments, Business Planning
Patrick J Stewart
About Us

Patrick J Stewart Financial Services are a member of The Professional Insurance Brokers Association (PIBA), and a member of the Life Assurance Association of Ireland (LIA), Financial Brokers Ireland and are regulated by the Central Bank of Ireland.

Patrick J Stewart Financial Services are committed to providing an unrivalled level of professional customer care and service to our clients. We provide specialist financial advice tailored to your specific needs and requirements. We work in conjunction with the largest Life and Investment companies in Ireland giving us the opportunity to give you the advice you deserve in an honest, impartial manner.

We are based in Donegal and have built client relationships nationwide over the years. Wherever you are we can accommodate you.

Having over 20 years’ experience within the Irish and International Financial Services Industry we are well positioned to deliver quality impartial Financial…

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Testimonials
Clients Say

Having used the services of Patrick J Stewart Financial Services, I’m very happy with the service they provide and would highly recommend them to anyone.  Very helpful and explained every part of each process as I had loads of questions. Great experience overall.

P Curran
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Testimonials
Clients Say

Amazing communication and great friendly professional staff. They gave us lots of options and made this as stress free as possible. Very clear advice from the start to finish.  I would highly recommend this business.

K Delaney
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Testimonials
Clients Say

Patrick is extremely knowledgeable and always on the end of the phone to answer any questions. Would highly recommend him and have done to friends already.

F Boyle
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Testimonials
Clients Say

Very happy with the advice. Will definitely use their service again.

S Connaughton
Patrick J Stewart
What We Provide
Patrick J Stewart

Retirement Planning

Retirement in the well-earned Golden Years should be a time of enjoyment and relaxation. A time free of stress where you can continue in the lifestyle that you…

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Patrick J Stewart

Savings and Investments

Everyone benefits from saving! Saving even small amounts regularly will help you to:
• Manage your money and cope with unexpected expenses and emergencies;

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Patrick J Stewart

Life Insurance

Sometimes Life has a way of catching us off guard when we least expect it. Unfortunately, this can sometimes result in the premature death or illness of a Husband / Wife / Partner or loved one.

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Patrick J Stewart

Serious Illness cover

Do you know that you are 4 times more likely to contract a serious illness than die before age 65 in Ireland? And with scientific progress in the treatment of serious illnesses people are living longer having survived a serious illness.

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Patrick J Stewart

income protection

Personal Income Protection from provides you with an income if you are unable to work due to illness or injury. It can help protect your lifestyle by limiting the financial consequences of suffering an illness or injury which prevents you from working.

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