Olivia
Whittaker

WHO I HELP

Owner-managed businesses.

HOW I HELP

Support business owners to achieve their goals. Business advisory such as profit improvement planning and outsourced finance function.

SECTORS/SUPPORT

Business services. Construction & Property.

“GETTING OUT OF YOUR COMFORT ZONE IS THE BEST WAY TO KEEP LEARNING & DEVELOPING.”

As a Manager in our Business Advisory team, Olivia Whittaker advises owner-managed businesses on a variety of areas, including outsourced finance function, business strategy, and profit improvement planning.

Olivia helps businesses from all different sectors to realise their dreams using sound business advice based on her experience and expertise. Where relevant, Olivia liaises with teams across the Group, and she also works with the Personal Tax team for Director remuneration planning.

HONEST & TRUSTWORTHY

“For me, the ideal relationship with a client is one that is open and trustworthy on both sides. It’s important to me that I’m able to understand them both in a professional sense, but also personally, in order to build a strong and lasting relationship. Regular and open lines of communication are needed for this, and so is mutual respect.

Clients definitely expect me to be open, honest and trustworthy, and they expect me to help them navigate their business potential – thinking outside the box where necessary.”

WITH CLIENTS FOR THE JOURNEY

“The most satisfying aspect of working with clients is being a part of their journey and building long-lasting relationships with them. It’s a great feeling when your client is doing really well, and reaching their goals, because you know that you’ve helped them get there.

Similarly, for me, the most satisfying part of working with colleagues is seeing my teammates grow, and for us to grow together. We’re a really great team at AAB; we support each other, and share ideas so we can all develop together.”

GETTING OUT OF THE COMFORT ZONE

“It’s vital to keep pushing yourself to learn and develop, rather than getting complacent. Putting yourself out of your comfort zone is the best way to do this! Knowing you have a supportive team around you makes this possible, so I’m really grateful to my team for this.”

THE MOST EFFICIENT & EFFECTIVE TECH

“Tech of various kinds enables us to automate and drive efficiencies. In turn, this provides opportunity and time to advise and support a business using real-time data and reliable forecasting. Being tech-enabled is a huge part of why the service we offer clients is so high quality.

It’s really important that we are implementing the best and most appropriate technology to drive efficiency and save time that can be better used advising. We are also able to educate clients on how best to use the technology through bespoke training.”

ACCESS TO EXPERTISE

“The most exciting thing about being part of AAB at the moment is definitely the opportunity to grow as a business, as well as individually. We now have access to expertise across the Group, which means we can provide the best possible service to our clients and all the teams can continue to learn from each other along the way.”

ABILITY TO DEVELOP & ENCOURAGE

“The greatest strength I bring to AAB is probably my ability to develop & encourage others, helping them to reach their goals (personally or professionally). I’m passionate about building relationships – whether that’s relationships with colleagues or with clients, which helps me to do this. I am also organised, and a strong and consistent communicator.”

PUTTING THEIR TRUST IN ME

“The highest compliment from a client for me is them sharing that they enjoy working with me and by putting their trust in me to help deliver their goals. It’s also a huge compliment when they open up to me personally (beyond their business), trusting me to get to know them and their situation on a different level.”