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
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.