Working with us

Choosing someone to help manage your financial life is a big decision. You need to trust them, value their judgement and know they'll be there when you need them.

That's why we deliberately keep Thera small. We want to know our clients properly and work with them for many years.

What is the impact and benefit to a client when they start working with you?

A genuinely personal relationship

You'll have a direct relationship with Philip and a team that knows you and your family. We deliberately limit the number of clients we work with so we're available when you need us

Your financial plan comes first

Investments, pensions and tax are important, but they're tools rather than the objective. We start with what you want your money to make possible and build everything around this.

Independent Advice

We're independent, so we're not tied to a particular investment manager, platform or product provider. Our job is simply to recommend what we believe is right for you.

What our clients say

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 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

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

Bernard

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 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

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

Ian

From our first meeting, Philip gave me the impression that he was the person I could trust with the management of my affairs. He is knowledgeable and analytic, he listens, he understands, he explains and acts according to what the client wishes.

Tonia

Philip took great care to understand our personal circumstances, and our joint hopes for the future. He cut through the complexities of financial planning and made very practical recommendations which we have agreed to implement.

Stephen

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.

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