Why choose us?

Many of our new clients are recommended to us by friends, family members or colleagues. But whether you know something about us already, or we’re completely new to you, we encourage you to spend some time getting to know us. We want you to feel confident we’re the right fit for you.

Exceptional service

At Thera Wealth Management, we pride ourselves on our client-first approach, offering the highest standards of service, ethical practice and financial competence. Our team are unfaltering in their commitment to gold standard advice, service and care.

Tailored financial planning

We’ll create a plan that’s right for you, your values and your vision for your future. But we don’t stop there. Whether it’s over Zoom or a coffee, we’re here to put your mind at ease, help you overcome the specific challenges you face and ensure your finances keep pace with your life.

Gold standard accreditations

You should feel confident that the recommendations and insights your adviser provides are based on high levels of technical proficiency and many years of experience. As a Chartered Wealth Manager and Certified Financial Planner™ Philip Dragoumis has a wealth of expertise to share.

Financial independence

Financial planning puts you and your aspirations before financial products. So, we’ll start by understanding you and your goals. What do you want your life to look like in the future?
Only when we truly understand what you are trying to achieve, do we use our expertise to offer considered suggestions and solutions, always in a honest, transparent manner. Meaning you have peace of mind that helping you to achieve your aspirations is always our priority.

What our clients say

Philip helped me make my investments ethical when I realised that was something I really wanted. He has given me shrewd investment advice, but also encouraged me to enjoy my money. He helped me enormously through my divorce, from filling in the financial disclosure documents to organising a vital loan for me to help me pay the lump sum and keep my house. He's been absolutely brilliant, always going above and beyond.

Joshua

Philip has helped us to come up with a financial plan to retire earlier than originally planned.

Andrew

I had never been interested in financial planning before, nor had I ever had much in the way of capital that needed looking after. Philip was rigorous and helpful throughout, and very good at explaining things that I had never needed to think about before.

Matthew

Philip provided a comprehensive life plan, along with advice in specific areas we requested. He also helped to consolidate and reinvest our pensions and savings. His service has been clear and professional.

Laura

Philip has really sorted out my anxiety about my finances, advising me on sensible, ethical investments that fit with my requirements. He's experienced, calm, kind and really takes care to emphasise that he's in this for the long term. He is always around to reassess priorities and to react to changing circumstances. Philip really cares about the peace of mind, wellbeing, and – of course – financial returns of his clients.

Charlotte

Philip encouraged me to think about my big financial goals . He created a financial plan for my life and advised me on how to protect the plan.

Hannah

Philip helped me to get my thoughts in order, looked at my current pensions, investments, assets and commitments and mapped our very clearly how best, in financial terms, to prepare for the years ahead. He even made me realise I could retire a number of years earlier if I wanted too and that the financial plans I had in my head for the next 10 years or so didn't really make financial sense and proposed a much better plan for my current investments. Turns out I'm not as smart as I thought I was.

Keith

We feel like we're in safe hands and have made the right decisions with Philip's guidance.

Bernard

Philip has given valuable advice on pensions, financial planning and above all reassurance.

Ian

Reviews and Ratings for Financial adviser Philip Dragoumis, London

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.

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