Contact Olivia

01785 876222

Fillybrook House, 8 The Fillybrooks, Stone ST15 0DJ

Olivia Williams, Client Services Administrator

Olivia in the office

If our clients have a question or query Olivia is their first port of call.

She keeps clients informed of progress while their financial plan is being implemented and arranges review meetings, while being there to answer questions during the intervening months.

Passionate about detail, Olivia ensures the highest quality service is delivered to our clients at all times.

When a new client agrees to work with us it’s important that we make our recommendations based on the most up to date information available. Part of Olivia’s role is to liaise with insurance companies, pension providers and investment houses to gather this information. Something that is often easier said than done!

Olivia produces key management information on a weekly and monthly basis, the accuracy of which is essential, and allows the business to be driven forward.

Finally, she also serves on our internal Investment Committee, helping construct our bespoke model portfolios.

Get to know Olivia

What does your ideal weekend look like?

“We have a caravan in Wales, so going to the beach with my husband, children and the dogs in the summer.”

What is your happiest memory?

“There are many, but the birth of my children and my wedding day are the top three.”

What is your motto in life?

“No one makes you successful – the will to succeed comes from within.”

What is your favourite season, and why?

“We like to walk in the evenings, so longer days and more sun makes summer my favourite time of year.”

How would your other half describe you?

“Dedicated, motivated and compassionate.”

What was your dream career as a child?

“I always wanted to be a vet, but my various allergies soon put a stop to that.”

Olivia at home

Olivia lives locally, with her husband and two children.

She has a love of animals and boasts quite a selection including dogs chickens, fish and guinea pigs.

She is also vice chair of the PTFA, as well as a Parent Governor at her son’s school.

This is another passion for Olivia, who chose to be instrumental in driving improvements within the school, rather than simply watching from the side-lines.

As if life wasn’t busy enough, Olivia is also a trustee for a local charity, Silito, helping to house vulnerable adults.