Thera In the press

For any press enquiries or for comment, please contact: Philip Dragoumis, Director & Independent Financial Planner philip@therawealth.co.uk

31 Oct 2024

“Tamer than expected” Advisers react to Budget

The devil is in the details, however, If you read and believed the Telegraph over the past month or so, Labour was about to introduce communism by seizing our property..and our first born. Article continues after advert “It's been a much tamer budget than expected. CGT was not raised to income tax levels, there were no changes on pension tax-free cash, lifetime allowances or annual allowances.

06 Aug 2024

Black monday- what the current stock market turbulence means for your savings and investments

Philip Dragoumis, director and owner at Thera Wealth Management, said it’s “not all bad news”. He added: “Bonds are going up, interest rates are going down, oil prices are falling, and gas prices are collapsing — all of which are helpful for the economy. I

06 Aug 2024

Advisers urge clients to keep calm as market tumbles

Philip Dragoumis, director of Thera Wealth said " It's markets. the price you pay for long term returns above inflation is volatility"

28 May 2024

Concerns “triple lock plus ” would do nothing for poor pensioners

Philip Dragoumis, who runs Thera Wealth Management, raised concerns with the pledge. He said: “The proposal helps the wealthiest pensioners pay less and does nothing for poor pensioners who don’t pay tax anyway.

30 Mar 2024

Thera Wealth’s Philip Dragoumis in an interview with the FT Adviser.

Planning and getting to know your client should always come before the investment conversation, says Philip Dragoumis, founder of Thera Wealth Management.

20 Mar 2024

Advisers mixed on emerging market allocation

Commenting on his approach to emerging markets, Philip Dragoumis, director and owner at Thera Wealth Management, said the company held around a 10 per cent allocation to emerging markets within the equities portion of its client's investments and zero in bonds. “This is pretty much in line with the global indices. We use emerging market equity index funds,” Dragoumis added.

20 Mar 2024

Is it time to dump global trackers?

Philip Dragoumis, director at Thera Wealth Management adds that the market often goes through concentrated periods. “Throughout the last hundred years there have been many times when the market has been concentrated around one group of stocks, or one geography or one sector,” he says “Global Index returns have not been the worse for it.

21 Feb 2024

Waiting for the US to cut rates first, risks destroying the UK economy

“Waiting for the US, which is booming, to cut rates first, risks destroying the UK economy. “Rates need to be cut now before it’s too late." said Philip Dragoumis, Director of Thera Wealth Management.

17 Feb 2024

Half of advisers to increase allocation to private assets

Philip Dragoumis, director and owner of Thera Wealth Management, said: “For us, private assets should only be really considered (and then for a small allocation) if clients have net investable assets of above £10mn pounds.

26 Nov 2023

Bond Market is attractive even if “risky”

If things go "completely pear shaped in the global economy, you are still being paid handsomely to wait to find out" said Philip Dragoumis, Director at Thera Wealth Management.

19 Sep 2023

UK equities in client portfolios

Philip Dragoumis, director and owner at Thera Wealth Management, said: “As we run an evidence-based investment strategy for clients, we believe that the sum of all global capital flows should determine client geographical allocations. “UK equities currently make up around 3.8 per cent of the FTSE All world index - hence this is also our preferred allocation for the equity portion of client portfolios. “Any increase to this weighting means that we are making an active bet that the UK market will outperform the rest of the world. We don't believe we have enough of an edge to make this call and we would argue that the evidence suggests nobody else does either.”

27 Apr 2023

Advice on catching up with pension contributions

Philip Dragoumis, independent financial planner said " The self employed are at a disadvantage as they don't have structured pensions plans with employer contributions"

0207 205 4400 info@therawealth.co.uk
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