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 in 2023, 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.

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.