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 in 2023, the UK’s leading customer review site for financial advisers, solicitors and mortgage advisers.Qualifications