0330 038 8942
Based in Stone
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Olivia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Olivia's status
Last checked: 25 April 2025
Olivia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Olivia's status
9
Recent Client Reviews
Olivia has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Olivia has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
13
Qualifications Uploaded
Olivia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 qualification certificates available to view
Olivia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Olivia has not yet added their fees to their profile
Fees not yet added
Olivia has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Olivia (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Olivia
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Olivia (based on 9 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Olivia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Olivia's status
Last checked: 25 April 2025
Olivia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Olivia's status
9
Recent Client Reviews
Olivia has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Olivia has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
13
Qualifications Uploaded
Olivia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 qualification certificates available to view
Olivia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Olivia has not yet added their fees to their profile
Fees not yet added
Olivia has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Olivia (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Olivia
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Olivia (based on 9 first impressions)
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 specialise in: > Divorce/bereavement financial plans > Retirement planning > Investments > Inheritance Tax mitigation > Tax planning > Business protection > Trust creation and management
Offers available through VouchedFor
Contact Olivia through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Olivia's clients
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Adviser Disclaimer
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). The Stonegate Wealth Group Ltd is a company registered in England and Wales. Registered number 13122310.