All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and appear on the FCA register. You can see Patryk’s entry here.
Furthermore, all advisers must hold a valid Statement of Professional Standing (SPS). This proves that the adviser is suitably qualified and has undertaken the required amount of Continuous Professional Development (CPD). View Patryk’s here.
Consumers should be wary of any advisers who do not appear on the FCA register or hold a valid SPS.
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.
Clara Wealth Management are an appointed representative of our adviser network Validpath Limited. In 2019, FT Adviser ranked ValidPath as one of the top networks and financial advisory firms in the UK.
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