Olivia at work

I started as an administrator five years ago with the view to training as an adviser and gaining experience along the way. I had completed my law degree and post graduate diploma and was looking for a new challenge. Steve was looking to grow the business. It was a great fit for both of us and I am now fully qualified both as an adviser and paraplanner.

My current role involves wearing many hats. I look after our existing clients to the highest standard, ensuring our ongoing service is seamlessly executed.

As head of our administration team, I am the first port of call for clients and the team if they have any issues or questions and I liaise with providers when complex issues arise. I am well known for lodging complaints and achieving the desired outcome for our clients.

As a paraplanner I also work closely with Steve to formalise both new and existing client recommendations and prepare all the documentation required to action those recommendations.

Most recently I have taken on the role of trainer for our new administrator, ensuring my eventual transition into advice goes smoothly and clients continue to receive the same levels of service they currently enjoy.


What do you enjoy most about your job?

I enjoy making a difference to someone’s day, whether that’s explaining a process to a colleague or putting a client’s mind at rest when they call with a query.

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.