Olivia Williams

Please provide a brief comment about your experience with Olivia

Very knowledgeable and helpful

What were the circumstances that caused you to initially look for an adviser?

Nearing retirement age and wanted to understand my options

How has Olivia Williams helped you?

Olivia is extremely friendly and welcoming. She listens to everything I say and somehow remembers it all! She has great patience and is happy to explain things in great detail until I understand them. She is very knowledgeable about financial issues and guides me through the decisions I need to make. I look forward to our meetings and come away from them feeling positive about the outcomes. Indeed, I am so pleased with my dealings with Olivia that I have recommended her to family, friends and colleagues!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

As a Company, we approached Olivia for assistance with planning for our Company's financial future, particularly in optimising the allocation of the funds in our company bank account. We sough her expertise in identifying the best strategy for managing these resources and in exploring options to allocate a portion of the funds towards Directors' pensions. We also wanted some advise on Private Medical Insurance, for the Directors and Staff within the Company.

How has Olivia Williams helped you?

The guidance provided was clear, professional, and tailored to our specific needs. We now have a well-defined plan that aligns with both our immediate goals and long-term objectives.

Have you seen the outcome you were hoping for?

Yes, we have seen the outcome we were hoping for. The company now has private medical insurance in place, the Directors' pensions have been topped up, and we have a clear plan for the future. These steps have given us confidence in our financial management and long-term planning.

What were the circumstances that caused you to initially look for an adviser?

Needing financial advice over 30 years ago

How has Olivia Williams helped you?

yes with planning for financial help to grand children

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing as far as I know

What were the circumstances that caused you to initially look for an adviser?

Taking care of my father’s finances.

How has Olivia Williams helped you?

Detailed, knowledgeable guidance.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Please provide a brief comment about your experience with Olivia

Really friendly and professional i was made very welcome with all the advice I required and more, i would definitely recommend a visit if seeking financial advice and wouldn’t hesitate to use Olivia and her team again in the future.

Please provide a brief comment about your experience with Olivia

Olivia was charming to meet, very professional and extremely knowledgeable.

What were the circumstances that caused you to initially look for an adviser?

Professional advice on planning for retirement

How has Olivia Williams helped you?

Olivia has helped me to use my savings in a considered way to supplement my income before state pension age - whilst ensuring that they will support me into the future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

To help me with my forward planning in my future life

How has Olivia Williams helped you?

I’ve done what Olivia recommended to me

Have you seen the outcome you were hoping for?

Yes, I’ve sold my house & bought in a cheaper area, paying my debts off, & will buy a camper van when I’ve moved???

What could they have done better?

Nothing better.

What were the circumstances that caused you to initially look for an adviser?

Lack of clarity on pension options and choice

How has Olivia Williams helped you?

She has clearly assessed existing provision and recommended alternatives to achieve our desired outcomes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

What were the circumstances that caused you to initially look for an adviser?

My previous financial advisors were remote, their visits were soley annual and not as competent as I needed.

How has Olivia Williams helped you?

Olivia found out what my needs were and went through my options. She explained how things worked, answered my questions competently and certainly seemed to go the extra mile to find the best solutions for vsrious scenarios.

Have you seen the outcome you were hoping for?

It is a bit soon to be able to tell, particularly in view of the initial cost of moving providers. To be honest, I trust that I have made the right move to the point where I haven't even checked how my inversments has faired since being moved.

What could they have done better?

I can't think of anything at this point in time.

Please provide a brief comment about your experience with Olivia

I had been in a quandary for a few weeks with mixed feelings on how to achieve the next stage in my life & fulfilling my dream. My friend recommended Stonewealth. I made my appointment, & spent 2 hours with Olivia. She was amazing helping to discuss all my thoughts & what I wanted to achieve. I came away from my meeting with a much clearer head. I never realised there was a company like Stonewealth where you could find help like this. Something I couldn’t discuss with family or friends. I have now started putting my plans in place to fulfill my dream. Happy me. Thank you so much, Olivia.

What were the circumstances that caused you to initially look for an adviser?

Pension planners

How has Olivia Williams helped you?

Ongoing

Have you seen the outcome you were hoping for?

Ongoing

What could they have done better?

Ongoing

What were the circumstances that caused you to initially look for an adviser?

Future planning for retirement

How has Olivia Williams helped you?

Explaining how to set out to achieve our goals for retirement

Have you seen the outcome you were hoping for?

Its ongoing

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We were looking to consolidate investments and pensions and wanted advice on how best to do this and also general advice on how close to meeting our financial goals we are.

How has Olivia Williams helped you?

Olivia was patient and probing and sought to understand our priorities to give us the best advice and outcome

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing I can think of

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Olivia Williams helped you?

I have had several meetings with Olivia where we spent a lot of time chatting about my family and what I wanted for my future retirement. Even though these meetings appeared to be quite informal, Olivia's analysis was extremely insightful and summed up everything we had talked about.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Transfer of Company Pension funds

How has Olivia Williams helped you?

Giving advice on a complicated subject and keeping me fully informed with regular reviews

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I initially looked for an advisor when I wanted to combine my pension and plan for the future.

How has Olivia Williams helped you?

Olivia has actively gone out of her way to help me to understand the best place for my money and gone through in depth how to best save for retirement.

Have you seen the outcome you were hoping for?

Yes, all my pensions are now consolidated and I am actively putting money aside each month for my retirement. My children also have ISA's set up, which Olivia advised.

What were the circumstances that caused you to initially look for an adviser?

Looking to save for my retirement

How has Olivia Williams helped you?

Olivia has made recommendations that suite my needs.

Have you seen the outcome you were hoping for?

Yes, I have set up a pension and pay into it regularly.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Olivia

I found Olivia punctual (due to my mobility issues), polite, and extremely knowledgeable. She answered all my questions plainly and easily understood

What were the circumstances that caused you to initially look for an adviser?

Organising my father’s finances during dementia.

How has Olivia Williams helped you?

Assessing need, providing bespoke guidance for rationalising finances and planning a future investment strategy.

Have you seen the outcome you were hoping for?

We’re on the way.

What could they have done better?

N/A I couldn’t ask for more.

What were the circumstances that caused you to initially look for an adviser?

financial planning

How has Olivia Williams helped you?

Liv is very approachable and goes above and beyond to give you all the information you need in order to make informed decisions. She makes you feel able to ask questions and explore different options and ideas with you. Nothing is too much and she will go out of her way and make time to go through anything and always in a thorough manner.

Have you seen the outcome you were hoping for?

yes

Please provide a brief comment about your experience with Olivia

I received excellent and well informed advice from Olivia on my pension performance and projections. Olivia provided a thorough and clear explanation of my portfolio, which was both very valuable and helpful to me.

What were the circumstances that caused you to initially look for an adviser?

Newly acquired pension funds following change in personal circumstances

How has Olivia Williams helped you?

By finding an appropriate home for the funds

Have you seen the outcome you were hoping for?

Yes although the investment is still in its early days

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I have investments in two countries, all of which were part of a Divorce Settlement, and I was unsure how to proceed with my UK Pension.

How has Olivia Williams helped you?

Practical advice on overall financial planning as well as my small Pension. Olivia is very grounded in her approach, but able to see the bigger picture and to envisage how I might want to live life now, as well as in the future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing - everything within her control was on time, as promised. Where it was down to Standard Life she pushed things on as quick as was possible, letting me know on anything that might have delayed my drawdown of a tax free sum.

What were the circumstances that caused you to initially look for an adviser?

Different pension’s from number of jobs over the years.

How has Olivia Williams helped you?

Put them all into one fund

Have you seen the outcome you were hoping for?

Yes I can now see growth for my retirement in 5 years

What could they have done better?

Not a lot perfect

What were the circumstances that caused you to initially look for an adviser?

Consoilidating 4 employer pension schemes.

How has Olivia Williams helped you?

Inedpendent and impartial advice, tailored for my specific retiral needs and risk appetite.

Have you seen the outcome you were hoping for?

I only started the process during 2022 and the world has turned upside down since then.

What could they have done better?

No-one could have foreseen events that have happened globally within 2022 however I feel that Olivia has taken into consideration circumstances that were known at the time.

What were the circumstances that caused you to initially look for an adviser?

Health check on personal finance finances.

How has Olivia Williams helped you?

Wealth management and retirement planning.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

To prepare for retirement.

How has Olivia Williams helped you?

Given guidance and simplied the process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Olivia Williams helped you?

Gave us advice and direction in terms we could understand

Have you seen the outcome you were hoping for?

Its on going

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I was looking for someone to review and provide advice on a number of areas both personally, and for the business.

How has Olivia Williams helped you?

Olivia was more than willing to help and advise on private medical insurance for the Staff within the business. Olivia also provided advice for my own current financial situation, advising on my pension, investments and inheritance planning.

Have you seen the outcome you were hoping for?

Yes, with Olivia's advice and support, private medical insurance is now set up for the Company. Personally, I feel more secure knowing what to expect with my personal pension and have a clear plan that we will review together regularly.

Please provide a brief comment about your experience with Olivia

Oliwia listened patiently to my experience and knowledge about financing. She introduced me to online platforms , which gave options for me to look deeper into investment and their history which I value. She gave me plenty of time for questions and answered them in a clear, understandable way. Oliwia treated me in a kind , friendly manner from the beginning to the end of our meeting without any pressure .

What were the circumstances that caused you to initially look for an adviser?

I had a number of existing investments and pensions that I was unsure what to do with. I needed to speak to an adviser to understand my options.

How has Olivia Williams helped you?

Olivia is friendly, knowledgeable and informative in every meeting. She helped me to understand the details of the investments I already held and put together a brilliant recommendation for me. I couldn't have asked for a more helpful and supportive adviser.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Following my recent divorce, I was granted a Pension Sharing Order. I had no experience of what I needed to do or where to even start so needed to seek some advice from a financial adviser.

How has Olivia Williams helped you?

Olivia has been excellent from start to finish. From our initial chat, she has been nothing but helpful. Having never dealt with this type of thing before I was extremely nervous but Olivia was able to put my mind at ease. She explained the process clearly and in a way I could understand. Nothing is ever too much trouble and I know both her and her administration team are only a call away should I need to speak to them.

Have you seen the outcome you were hoping for?

Yes, I wanted an adviser who would take away the worry from me and allow me to enjoy my retirement. Olivia has done just that and I cannot thank her enough.

What were the circumstances that caused you to initially look for an adviser?

Looking to retire in the next 5 years.

How has Olivia Williams helped you?

By sitting down with Olivia and discussing my objectives and aspirations, a full financial plan was created which provides a roadmap to me finishing work

Have you seen the outcome you were hoping for?

Yes and I look forward to writing my resignation letter

What could they have done better?

Nothing comes to mind