Olivia Williams Email & Phone Number

I am a highly experienced Independent Financial Adviser at Stonegate Wealth Management, specialising in investments and retirement planning.My role is to help you review your financial arrangements and plan for the retirement lifestyle you would like, with a carefully costed strategy that anticipates the changes to your life and income that retirement brings.At Stonegate Wealth Management, we deliver the financial results you need for peace of mind and a better way of life. Our knowledge of the financial markets is second to none, which means you will benefit from the most appropriate financial products, each tailored to your values and objectives. As you move further into retirement, we know you are likely to have concerns about Inheritance Tax and estate planning. We will work with you to ensure that your affairs are in order, and that as much of your wealth as possible is transferred to those you love, rather than the tax office.We also specialise in providing personalised wealth management. Our goal is to ensure your capital is invested as tax-efficiently as possible, providing you with the return you need to live the life you want.