Olivia Williams
Client Services Manager / Head of Paraplanning
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.
QualificationsQualifications
Stonegate Wealth Management is a trading style of The Stonegate Wealth Group Ltd. The Stonegate Wealth Group is entered on the Financial Services Register 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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