Olivia Williams
Independent Financial Adviser / Head of Paraplanning
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.
I was awarded Top Rated Adviser status by VouchedFor for the third time in 2025. VouchedFor is the UK’s leading customer review site for financial advisers, solicitors, and mortgage advisers.
QualificationsQualifications
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.
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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