Olivia's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 12 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 25 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 9 )
£100k - £200k ( 8 )
£50k - 100k ( 2 )
Up to £50k ( 7 )
Review
by a verified client in Shropshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed to set up a trust fund for the grandchildren after their mother passed away
How has Olivia Williams helped you?
very understanding and helpful in our situation and extremely professional
Have you seen the outcome you were hoping for?
indeed we have keeps us informed
Olivia:
Thank you for your very kind review. It is a pleasure working with you and running the trust arrangements in place for your grandchildren. I really appreciate your feedback and am delighted you've been happy with the advice provided. I look forward to continuing to work with you in the years ahead.Review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of financial knowledge about my investments. Creating a simple financial environment for my daughter to deal with my estate on my demise.
How has Olivia Williams helped you?
YES!!
Have you seen the outcome you were hoping for?
YES!
What could they have done better?
Nothing
Olivia:
I’m really pleased we’ve been able to bring clarity to your situation and help put a simple, structured plan in place for you and your daughter’s future. It’s great to hear you’ve achieved the outcome you were hoping for. I truly value our ongoing relationship and look forward to continuing to support you over the years ahead.Review
by a verified client in Shropshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement.
How has Olivia Williams helped you?
Olivia has helped us with very sound advice on how to use our savings. She has also heped us above and beyond with problems with a certain pension company and taken away a lot of the worry and stress we were experiencing. She is so friendly and caring we have recommended her to friends who are also very pleased to be looked after by her.
Have you seen the outcome you were hoping for?
Yes all is as we could wish for.
What could they have done better?
Wouldn’t change a thing. Local to where we live. Always just a phone call away.
Review
by a verified client in Staffordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed clear, professional guidance on my pension and long-term financial planning. I wanted to be sure I was making the right decisions for my future and felt an adviser could help me understand my options and plan more confidently
How has Olivia Williams helped you?
They reviewed my pension arrangements, explained everything in a way that was easy to understand, and helped me make informed decisions about how best to manage my retirement planning. Their advice has given me greater clarity and confidence about my financial future.
Have you seen the outcome you were hoping for?
Yes. I now have a better understanding of my pension and feel much more secure knowing there is a clear plan in place for the future.
What could they have done better?
I’ve been very happy with the service and don’t feel anything needed improvement
Olivia:
Thank you so much for taking the time to leave such a positive 5-star review, it really means a lot. We’re committed to giving clear, straightforward guidance that helps clients feel confident about their financial future, so I’m really pleased to hear that the support around your pension and long-term planning has been valuable. It’s a pleasure working with you and helping you make sense of your options. I’m delighted that you now feel more informed and secure with a clear plan in place for the years ahead. Thank you again for your trust.Review
by a verified client in Staffordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially looked for an adviser because I wanted professional guidance on my retirement planning and pensions. I wanted to be sure that my finances were structured properly for the future, with clear advice on how to make the most of my pension arrangements and ensure a comfortable retirement.
How has Olivia Williams helped you?
My adviser took the time to understand my situation and explain my pension options in a clear and straightforward way. They reviewed my existing arrangements, highlighted opportunities for improvement, and helped create a plan that gives me confidence and peace of mind about my retirement income
Have you seen the outcome you were hoping for?
Yes. I now have a much clearer understanding of my pensions and a well-structured retirement plan. I feel more informed, more secure, and more confident about the future.
What could they have done better?
The experience has been very good and there’s nothing I feel they could have done better
Olivia:
“Thank you so much for your lovely 5-star review I really appreciate you taking the time to share your experience. We always aim to provide clear, practical advice that genuinely supports your long-term goals, so it’s wonderful to hear that the retirement planning work has given you clarity and confidence for the future. It’s a real pleasure getting to know you and understanding what you want from your retirement. I’m delighted that you now have a well-structured plan in place and feel more informed and secure about your pension arrangements.