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