01785 876222

Olivia Williams

Independent Financial Adviser / Head of Paraplanning

01785 876222

Olivia at work

I started with Stonegate as an administrator in 2016 with the view to training as an adviser and gaining experience along the way. I had completed my law degree and postgraduate diploma and was looking for a new challenge. Steve was also looking to grow the business, so it was a great fit for both of us. I am now fully qualified both as an adviser and a paraplanner.

Since December 2021, I have been advising my own clients on various aspects of financial planning. I also work closely with Steve to formalise both new and existing client recommendations and prepare all the documentation required to action them.

I am also a member of the Stonegate Investment Committee, who meet at least quarterly. We are responsible for reviewing and building our own portfolios.

Reviews and Ratings for Financial adviser Olivia Williams, Stoke-on-Trent

 

 

 

 

 

I was awarded Top Rated Adviser status by VouchedFor for the second time in 2024, the UK’s leading customer review site for financial advisers, solicitors, and mortgage advisers.

Qualifications

What do you enjoy most about your job?

I enjoy making a difference to my client’s lives with my recommendations. I also love a natter and a cup of tea with them when we come to review the work we’ve done for them previously.

The important stuff

Firms and individuals must be authorised by the Financial Conduct Authority (FCA) to carry out regulated financial service activities. You can view my FCA registration here.

All financial advisers and planners in the UK must meet certain professional standards and requirements set out by the FCA. One of these requirements is to hold a Statement of Professional Standing (SPS).

You can view my SPS here.

Get to know Olivia

What is your ideal weekend?

A sunny day in the garden with my partner and the kids and a long walk with the dogs, ending with a takeaway by the fire. We also enjoy going to Anglesey when we get the chance. We have recently acquired “barney bus” and are looking forward to lots of day trips this summer.

Do you support any teams?

When I was younger I used to go to the speedway with my Dad every Saturday to watch the Stoke Potters which I loved. It’s no longer there, but it is the only team I have ever really followed.

Who is your hero?

The Supervet: Noel Fitzpatrick. His passion and dedication to fix the impossible and never give up inspires me every day. The fact he does it with animals makes him even more heroic to me!

What’s your favourite part of the world?

I have been to many countries and really enjoy holidaying abroad (until recently thanks to Covid) but my favourite part of the world has to be Staffordshire. The people are lovely, down-to-earth and friendly. There is the most beautiful countryside right on our doorstep, yet we are a stone’s throw from major cities. I think we have the best of both worlds and there’s no place like home!

What one thing can instantly make your day better?

A cup of tea and biscuits, preferably chocolate ones.

Get in touch

Take your first steps towards financial freedom today. Give us a call, send us an email or use the direct message box here to get in touch with our team.

01785 876222

    Stonegate Wealth Management is a trading style of The Stonegate Wealth Group Ltd. The Stonegate Wealth Group Ltd is authorised and regulated by the Financial Conduct Authority (FCA) under reference 945057.

    Registered office – Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW

    The information contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate trust and taxation advice as well as some forms of estate planning. You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested.

    If you wish to register a complaint, please write to Stonegate Wealth Management, Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW or telephone 01785 876222.

    A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567

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