Bartlett Group
Paul Stewart has over 23 years of work experience in the financial industry. Paul is currently the Head of Wealth Management at Bartlett Group Ltd since May 2023. Prior to this, they worked at the same company as a Chartered Financial Planner and Financial Planning Team Manager from October 2021 to May 2023. Before joining Bartlett Group Ltd, Paul worked at Leodis Wealth Asset Management as a Chartered Financial Planner from September 2019 to January 2020. Paul also has a significant tenure at abrdn, where they held roles such as Strategic Account Manager from 2016 to 2019 and Account Manager - IFA Distribution from 2009 to 2016. Paul's earlier experience includes working as a Regional Sales Manager at Selestia from 2006 to 2008 and various roles at abrdn, including Regional Account Manager and Trainee Regional Account Manager. Overall, Paul Stewart has extensive experience in financial planning, account management, and sales within the industry.
Paul Stewart attended Leeds Beckett University from 1995 to 1998, where they obtained a Bachelor's degree in Accounting and Finance.
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Bartlett Group
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Established in 1940, Bartlett Group is an independent insurance and financial solutions specialist, offering tailored services for businesses and individuals. From bespoke insurance solutions to employee benefit packages, wealth management, and independent financial advice, our comprehensive offerings reflect our commitment to excellence. Honoured with accolades such as the UK Broker of the Year and Commercial Lines Broker of the Year in 2020, and ranked in the Financial Times Top 100 UK Financial Advisers, Bartlett Group operates globally, reaching clients in over 30 countries through our UK and overseas offices and an extensive network of associates. As a Chartered Insurance Broker, our dedication to quality is evident in our client-centric approach and the expertise of our in-house team. Today, managed proudly by the third generation of Bartletts, Bartlett Group serves businesses, charities, and individuals across the UK, ranging from regional manufacturing firms to large financial institutions. Private clients include families we've had the privilege of assisting for generations. Looking forward to the next decade rather than the next quarter, we are well-positioned to continue creating meaningful and enjoyable careers for our colleagues nationwide. When you join Bartlett, you contribute to supporting vulnerable young people in the UK and abroad. We allocate 8% of our profits to grassroots organisations, raising over a million pounds in the last four years alone for remarkable causes. Navigating markets effectively and securing success, we invite you to discover more about Bartlett's standard-setting services at www.bartlettgroup.com.