Jeremy Stewart

Director

Division: Wealth

Profile

Experience

• Raven: Director – 2024 – present
• Catalyst Financial Planning Ltd: Director- 2018 – 2023
• Danske Bank: Head of Wealth Management- 2010 – 2016
• PWC: Associate Director – Wealth Advisory – 2008 – 2010
• Head of Private Banking and Wealth Management for AIB Group UK plc and Managing Director of First Trust Financial Services Ltd (IFA subsidiary) – 2002-2008

Profile

Jeremy started his career in financial services some 38 years ago, having held senior leadership positions for more than 2 decades. During this time, he led regulated businesses involved in discretionary portfolio management, share dealing, financial advice and private banking. He has always been passionate about providing clients with independent, impartial, whole of market advice; one of the businesses led by Jeremy was ranked among the top 100 IFA business in the UK and was the largest in Northern Ireland. This commitment to independent advice remains. In his time Jeremy has been involved in financial business mergers, acquisitions, transformations, and turnarounds, all within the context of the UK legal and regulatory environment. Within Raven, Jeremy will focus on regulatory standards, governance, and management controls for regulated advice.

Qualifications

• Institute of Bankers – Fellowship
• Chartered Insurance Institute – Diploma in Regulated Financial Planning
• University of Ulster – MBA
• Finance Houses Association – Finance Houses Diploma
• University of Ulster – Diploma in Accounting
• Manchester Metropolitan University – B.A. (Hons) General Arts (English & History)

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