Oliver Pereira
I have a passion for helping clients take the stress out of managing their financial affairs by providing peace of mind and clarity through high-quality financial advice.
About
I partner with motivated and ambitious individuals from a broad range of industry backgrounds, accommodating their busy schedules through the provision of on-the-go financial advice delivered in a manner convenient to their lifestyle. I believe holistic financial advice goes beyond simply ascertaining a client’s assets - instead, it requires a deep dive into the client’s goals, and a strategy tailored to the individual to helping achieve and protect these goals. Prior to immigrating to the UK and partnering with Clearwater Wealth Management, I worked as a Certified Financial Planner (CFPTM) at a National Financial Advice firm in Brisbane, Australia.
In my spare time I enjoy playing and watching football and travelling around Europe and the UK.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Partners: The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.
