Philip Dragoumis,
Founder-Director

One August evening, after 20 years working in investment banking with HSBC and Merrill Lynch and in private equity and real estate – always waking up at the crack of dawn, burnt out and with a fed-up wife and kids who hardly knew me – I found myself thinking that there had to be more to life than this.

As I gazed over the breathtaking caldera in Santorini (aka Thera), where my family has its roots, I decided there was. Why not take all I’d learned and set up my own business, on my own terms, working with people I could genuinely help and actually liked? A business in which I could build lasting, meaningful relationships with clients, not just churn out deals and transactions. I wanted to make a real difference to people’s lives and see the joy I could bring through taking proper care of the wealth they’d worked so hard to create.

In short, Thera Wealth Management was set up to be what the world of finance so often isn’t: honest, personal, jargon-free and genuinely human.

We’re fiercely independent, fly in the face of big finance and bring to our clients a passion for their prosperity and security that border on obsessive.

Yes, we do all the pensions, investments, tax planning, mortgages and protection you need – and to the highest of standards.

But what we enjoy doing most is telling a client that they can retire, cut back on work if they want to or travel the world with nothing to worry about.

There’s very little more fulfilling in human existence than to see the joy on the faces of people who are finally free to enjoy all of life on their own terms. It means everything to us – and it’s why we do what we do.

THAT’S HOW THERA WEALTH MANAGEMENT BEGAN – AND HOW IT’S ALWAYS BEEN AND ALWAYS WILL BE.

OUR PURPOSE

For over 25 years, Philip has worked with wealthy families and institutional clients both in the UK and abroad. Throughout a varied career, from investment banking with HSBC and Merrill Lynch to working in private equity and real estate Philip draws on a depth of experience to help his clients with all aspects of their wealth.

PHILIP DRAGOUMIS

1995 BA. Oxford University

2000 MSc Finance London Business School

2016 Diploma in Financial Planning

2022 Chartered Wealth Manager

2021 Certified Financial Planner

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