About us
About us
Financial Planning, done personally
Thera Wealth Management is an independent financial planning firm based in London.
We deliberately keep the business small so we can know our clients properly and be there when important decisions need to be made.
Our clients have usually accumulated significant wealth and are asking bigger questions. Do I have enough? When can I stop working? How much can I spend?
We help them find the answers.
Our approach
Your life first, the money second.
We believe financial planning should start with what you want from life, not with an investment portfolio.
Once we understand what matters to you, we bring together your pensions, investments and wider finances and build a plan around the life you want.
When it comes to investing, we keep things simple: globally diversified, low-cost portfolios and no attempt to predict what markets will do next.
The aim is simple: give you confidence to get on with your life
Why are we called Thera?
A little bit of Greece in London.
Thera is the ancient name for the Greek island of Santorini.
It's a place with a personal connection for our founder, Philip Dragoumis, whose family has its roots on the island. It was also in Santorini, one summer evening, that Philip decided to leave his career in the City and build the kind of financial planning firm he would want to be a client of.
Independent. Straightforward. Personal. And deliberately small.
When it came to finding a name for the new firm, Thera seemed rather appropriate.
Meet the team
Philip Dragoumis
Director, Independent Financial Planner
Paraskevi Dimitrokali
Director of Business Strategy
Gemma Travis
Administrator
Jo Campbell
Head of Paraplanning