What we do
At Thera, we provide financial planning with a purpose. Together we will build your own bespoke financial plan and help you follow it. You get full clarity over your financial future. We organise your finances, manage your investments, minimise taxation and save you time. We help you achieve your goals and craft your legacy. We are right beside you for all your big financial decisions.
Helping you plan your financial independence
Life is not just about work. You have your passions, your aspirations. Volunteering, mastering new skills and knowledge, travelling the world, nurturing your relationships, having more time with our loved ones. We are here to ensure that you are able to cross that financial finish line and have the confidence to know that you can truly live the life that you want.
What our clients say
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 2023. Thera Wealth Management as 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 moreYou 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 moreGold 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™, and Chartered Wealth Manager, 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
Introduce
Get to know us better and how we can help.
Understand
A chance for us to understand your finances and life goals.
Analyse
Time for us to analyse all the options available to you.
Build
We build our recommendations into a financial-life plan.
Implement
If you choose to proceed, we take care of all the legwork.
Track and Refine
With an ongoing relationship, we can keep you on track.
Don’t let the pension investment curb leave a sour taste in your mouth