Patryk Dyjecinski
Clara Wealth Management
Minimum savings/pensions: Over £100,000
Minimum mortgage: Over £250,000
0208 166 7217
Based in Turnham-Green
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FCA Regulated
Last checked: 25 February 2025
Patryk and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Verified reviews: 100%
Patryk has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 01 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Qualifications Uploaded
4 qualification certificates available to view
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Transparent Fees
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Patryk has not yet added their fees to their profile
10
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Patryk
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Patryk (based on 10 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 25 February 2025
Patryk and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Verified reviews: 100%
Patryk has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 01 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
4 qualification certificates available to view
Patryk has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Patryk has not yet added their fees to their profile
10
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Patryk
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Patryk (based on 10 first impressions)
I founded Clara Wealth in the belief that there was a gap in the market to provide evidence based financial advice that was genuinely independent, free from conflicts of interest and fairly priced. I was raised in Canada, moved to the UK to pursue a Master’s degree and have worked in the UK financial industry for over 23 years. I worked in investment banking as a trader and dealt with some of the world’s largest fund managers. I held Director and Managing Director roles at firms such as Merrill Lynch, Bear Stearns, Jefferies and Dresdner Kleinwort Benson. I hold a Bachelor of Arts in Economics and Business from York University in Canada and an MSc in International Securities, Investment and Banking from the ICMA centre (Henley Business School). My Masters dissertation researched passive vs active fund manager returns and laid the groundwork for the evidence-based philosophy I advise at Clara Wealth Management. I hold the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and Certificate in Mortgage Advice, and have passed the level 1 exam towards the Chartered Financial Analyst (CFA) designation. I am a member of the Chartered Insurance Institute, Personal Finance Society and Society of Mortgage Professionals. I hold 3 passports (British, Canadian and Polish) making me well positioned to advise on expat, non-dom and international issues. When I am not helping people take control of their financial lives, I enjoy spending time with my wife and son, skiing, sailing, travelling and making noise on my guitars. I have been skiing my whole life and have skippered thousands of sea miles including 2 trans-Atlantic crossings and hold the Royal Yachting Association’s Offshore Yachtmaster licence.
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£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Clara Wealth Management Limited is an Appointed Representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority (FCA) under Reference Number 197107. Registered in England & Wales. Company number: 12494557. Clara Wealth FCA number: 923344.