Olivia's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 8 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 18 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 5 )
£100k - £200k ( 4 )
Up to £50k ( 6 )
£50k - 100k ( 1 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Olivia
Professional, Knowledgeable and Personable - nothing more can be said.
Olivia:
Thank you again for your trust and for taking the time to share your positive experience. If there’s ever anything more we can do, please don’t hesitate to reach out.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Olivia
Well, where do I start, Olivia was very knowledgeable about her expertise in finance as well as being clear and concise throughout our meetings and phone conversations, I now have a better understanding of what I need to do to enjoy retirement and knowledge of how investing works, I would recommend Olivia and her company to anybody who is nearing retirement and want a good understanding of how to manage pensions and investments in the future. Well done, thank you so much and I look forward to meeting you again soon.
Olivia:
Thank you for taking the time to leave a 5-star review. We really appreciate your feedback and are glad to know that you were satisfied with your experience. We look forward to working with you in the future.Review
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate a fragmented portfolio and make it easier for my elderly parents to make appropriate decisions.
How has Olivia Williams helped you?
Olivia has ensured she really understands the family’s needs and attitude to risk. She has made home visits due to parents’ mobility problems.
Have you seen the outcome you were hoping for?
Yes a good rate of growth and good explanation of options.
What could they have done better?
Nothing
Olivia:
Thank you for your kind and thoughtful review of our services. It’s always our goal to provide compassionate and attentive service, and knowing that you and your family feel well cared for brings great validation. We are always looking to help others in a similar situation so thank you for being a passionate advocate for us. Thank you again for your trust and for taking the time to share your positive experience to assist others.First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Olivia
Very knowledgeable and helpful
Olivia:
Thank you for sharing your first impressions and feedback. Your insights are incredibly valuable to us, and we're thrilled to hear your thoughts. If you have any additional comments or suggestions as you continue to engage with the process, please don’t hesitate to contact me.Review
by a verified client in Staffordshire
4 months ago
Overall
Advice
Service
Value
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
Olivia:
I wanted to take a moment to personally thank you for sharing such positive feedback with us. We are thrilled to hear that you were satisfied with our service, and it truly means a lot to us to know that we were able to meet your expectations. Your support and trust in our work are deeply appreciated. It’s always a pleasure to work with clients like you, and we look forward to continuing to serve you in the future.