Knowledge Hub

Ideas about money, work and living well

What is the Knowledge Hub?

Financial planning isn't really about pensions, investments and tax. It's about what your money allows you to do with your life.

Here you'll find our thoughts on financial independence, retirement, investing, tax, family and some of the decisions that come with building significant wealth.
We write for senior executives, professionals and business owners who have reached the point where the question is no longer simply how to accumulate more, but how to make the most of what they've buil

News and Articles

03 Oct 2026

You think you have an investment edge- but against whom?

I recently reread Investing Demystified by Lars Kroijer, a former hedge fund manager. There is one idea in the book that I think every investor should spend a little time thinking about. It is the idea of having an “edge”. We all like to think we know… Read More

03 Oct 2026

Making retirement your choice- P45 or no

As you approach your 50s and highest-paid years, it’s time to prep not just for your preferred retirement date, but the one circumstances might just choose for you I do like to accentuate the positive in these posts, but I do have to warn you I’m going to make you… Read More

29 Aug 2026

The Four-Month Year: Why September Could Be the Best Time to Reboot your Life

January has long held a monopoly on fresh starts, but it’s actually only one of two great hinge points in your year  For centuries, in England the legal and financial year started on the 25th of March—Lady Day, the day marking the annunciation of the Archangel Gabriel to the… Read More

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In the Press

30 Mar 2024

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

12 Dec 2022

8% of adults cancelling insurance products during cost-of-living crisis

22 Feb 2023

Short duration bonds most popular with financial advisers

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Videos

29 Jan 2024

The Importance of Asset Allocation and Diversification in Everyday Investing

29 Jan 2024

Investing for Income

29 Jan 2024

Pension Consolidation

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3rd Floor,
Mayfair,
London,
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