Guides

Download our comprehensive and easy to understand guides designed to help you navigate complex financial topics from retirement income planning to tax and school fees, ensuring you make informed decisions about your financial future.

31 Oct 2025

12 practical reasons to write a will and name a Lasting Power of Attorney

Philip DragoumisPhilip is a CFP and Chartered Wealth Manager with a Masters in Finance from London Business School. He specialises in helping senior executives, professionals and their families make better financial decisions. His work focuses on retirement planning, investment management and helping clients make the… Read More

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08 Jun 2024

The parent’s guide to paying university and student loans

Philip DragoumisPhilip is a CFP and Chartered Wealth Manager with a Masters in Finance from London Business School. He specialises in helping senior executives, professionals and their families make better financial decisions. His work focuses on retirement planning, investment management and helping clients make the… Read More

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31 May 2024

Tax year end Guide- 2023/2024

Philip DragoumisPhilip is a CFP and Chartered Wealth Manager with a Masters in Finance from London Business School. He specialises in helping senior executives, professionals and their families make better financial decisions. His work focuses on retirement planning, investment management and helping clients make the… Read More

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31 May 2024

Pension Consolidation guide

Philip DragoumisPhilip is a CFP and Chartered Wealth Manager with a Masters in Finance from London Business School. He specialises in helping senior executives, professionals and their families make better financial decisions. His work focuses on retirement planning, investment management and helping clients make the… Read More

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29 May 2024

School Fee Planning

Philip DragoumisPhilip is a CFP and Chartered Wealth Manager with a Masters in Finance from London Business School. He specialises in helping senior executives, professionals and their families make better financial decisions. His work focuses on retirement planning, investment management and helping clients make the… Read More

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19 Apr 2024

Legacy Planning

Philip DragoumisPhilip is a CFP and Chartered Wealth Manager with a Masters in Finance from London Business School. He specialises in helping senior executives, professionals and their families make better financial decisions. His work focuses on retirement planning, investment management and helping clients make the… Read More

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16 Apr 2024

The Retirement Income Guide

Philip DragoumisPhilip is a CFP and Chartered Wealth Manager with a Masters in Finance from London Business School. He specialises in helping senior executives, professionals and their families make better financial decisions. His work focuses on retirement planning, investment management and helping clients make the… Read More

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11 Mar 2024

A Guide to Behavioural Finance

Philip DragoumisPhilip is a CFP and Chartered Wealth Manager with a Masters in Finance from London Business School. He specialises in helping senior executives, professionals and their families make better financial decisions. His work focuses on retirement planning, investment management and helping clients make the… Read More

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    Thera Wealth Management Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107.

    Thera Wealth Management Ltd. Registered in England and Wales. Registered office, 45 Albemarle Street, 3rd Floor, Mayfair London W1S 4JL

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    The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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