What we do
At Thera, we provide financial planning with a purpose. Our role is to help you make the right financial decisions for you so that you may live your life confidently and accomplish all that you want.
Helping you plan your financial independence
We work with professionals, business owners and their families in London, providing exceptional, relationship-based financial planning. Our purpose is to understand your purpose – what gives you joy and provides you with life satisfaction – and then build a financial plan that enables you to secure it.
What our clients say
"Philip helped me make my investments ethical when I realised that was something I really wanted. He has given me shrewd investment advice, but also encouraged me to enjoy my money. He helped me enormously through my divorce, from filling in the financial disclosure documents to organising a vital loan for me to help me pay the lump sum and keep my house. He's been absolutely brilliant, always going above and beyond"
“Philip provided a comprehensive life plan, along with advice in specific areas we requested. He also helped to consolidate and reinvest our pensions and savings. His service has been clear and professional"
"Philip has really sorted out my anxiety about my finances, advising me on sensible, ethical investments that fit with my requirements. He's experienced, calm, kind and really takes care to emphasise that he's in this for the long term. He is always around to reassess priorities and to react to changing circumstances. Philip really cares about the peace of mind, wellbeing, and – of course – financial returns of his clients.”
“Philip encouraged me to think about my big financial goals . He created a financial plan for my life and advised me on how to protect the plan"
"We feel like we're in safe hands and have made the right decisions with Philip's guidance"
Read what our clients have written about us on VouchedFor, the UK’s leading customer review site for financial planners, solicitors, accountants and mortgage advisers.
We're delighted that ValidPath has again been recognised in the FTAdviser’s Top 100 Financial Adviser list for 2021. Thera Wealth Management s a member of the ValidPath network is proud that this achievement recognises our commitment to providing best-practice and independent financial advice for our clients.
Discover the benefits of working with us if:
You are a professional accumulating wealth
Learn how to build, maintain and protect your wealth as your career develops, and create a plan for the future you want.Find out more
You are a business owner
Identify where you want to be heading, plan your next steps and learn how to extract cash from your business tax efficiently.Find out more
You are planning for life after divorce
Understand your financial situation, how it may change, and create a plan to move forward with confidence.Find out more
Gold standard excellence
At Thera Wealth Management, we pride ourselves on our client-first approach, offering the highest levels of technical competence and personalised care. As a Certified Financial Planner™, Philip Dragoumis is an accomplished financial planner able to draw on indispensable expertise from across the financial services sector. Which means you gain peace of mind that your financial future is in safe hands.
Your journey with us
Get to know us better and how we can help.
A chance for us to understand your finances and life goals.
Time for us to analyse all the options available to you.
We build our recommendations into a financial-life plan.
If you choose to proceed, we take care of all the leg work.
Track & refine
With an ongoing relationship, we can keep you on track.
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