Oliver Pereira

Oliver Pereira is a Chartered Wealth Manager and Certified Financial Planner™ with over 11 years of experience helping individuals and families gain clarity, confidence, and control over their financial futures. As a Senior Partner at Clearwater Wealth Management, a Principal Partner Practice of St. James’s Place Wealth Management, Oliver delivers tailored advice to professionals, business owners, and entrepreneurs across the UK.

Originally from Australia, Oliver has developed a global perspective on wealth and investment planning. His career has spanned paraplanning, client service, and high-level advisory roles—giving him a well-rounded, hands-on approach to financial advice. Today, he works closely with clients to build strategies that align investment planning, tax optimisation, retirement planning, and protection into one cohesive, long-term plan.

Clients consistently praise Oliver for his calm, clear communication style and ability to break down complex topics. He’s passionate about helping people understand their options and feel that achieving their financial goals is not only possible—but fully within reach. Whether consolidating pensions, setting up investment structures, or crafting intergenerational wealth plans, Oliver brings a calm, methodical approach focused on the bigger picture.

A VouchedFor Top Rated Adviser for multiple years, Oliver partners with ambitious individuals who value expert guidance delivered around their busy lifestyles—whether in person or on the move. His goal is to remove financial stress, offer peace of mind, and serve as a trusted adviser through every stage of a client’s journey.

Outside the office, Oliver enjoys the simple things: a sunny day at the beach, a cold beer, and a BBQ surrounded by friends and family.