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  7. Clara Wealth Management

Clara Wealth Management

Independent Financial Adviser  106 Saint Albans Avenue, London, W4 5JR
First meeting at adviser's own cost
"Impartial & independent financial advice to align your finances with your life goals."
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Buying first home
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Buying overseas
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Equity release
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
9.4/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
Mr Patryk Dyjecinski
director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

About us

We are independent financial advisors. We work for you and only you with to create solutions that are based on your individual goals. You may also be pleasantly surprised by the value offered by our solutions.

Our services

Our areas of expertise focus particularly on retirement and investment planning. We are firm advocates of ‘evidence-based investing’ and create robust, sustainable pension withdrawal strategies.
We have a niche in non-dom and expat planning and also advise on insurance, business protection, and home finance.

Where to find us
Head office address: 106 Saint Albans Avenue, London, London, W4 5JR
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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. Clara Wealth FCA number: 923344.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.4/10
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FCA authorised
Last authorised 1st March 2021

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