Philip Dragoumis
Director, Independent Financial Planner



About Philip
I work with professionals, business owners and their families in London who come to me to help them make important financial decisions.
I have been in financial services for more than 25 years, originally advising institutions on their investments at HSBC investment bank and Merrill Lynch, but I have spent the last eight years advising individual clients and their families in the UK and abroad. I am a Certified Financial Planner and Chartered Wealth Manager which is the highest financial services qualification.
Most of my day-to-day time is spent meeting with clients, running through their financial plans and ensuring they are always on track to reach their goals. This involves also managing their investments efficiently, looking at ways to minimise tax and plan their estates, as well as protect them from any risks.
Philip in the spotlight
Get to know us
We are a dedicated team, working hard to help our clients reach their goals and aspirations through considered financial planning. Meet the rest of the team here.
Philip Dragoumis
Director, Independent Financial Planner
Paraskevi Dimitrokali
Director, Practice Manager
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.