IS THERA ONE RIGHT FOR ME?
As with every big decision in life – and appointing a wealth manager is one of the bigger ones – you want to be as certain as possible that the business you choose is as right for you as possible. Because however your wealth came about, you want it in the best, most capable hands. You don’t want to leave anything to chance.
So are we right for each other?
YOU. YOU’RE PROBABLY AT THE TOP OF YOUR GAME.
You’ve got around £5m plus of net investable wealth.
You could be an entrepreneur or tech founder who’s just sold their business or a high-ranking C-suite with constant financial admin overload.
Whatever your story, though, you’re time-poor despite – or even because of – your wealth.
You don’t want to be micro-managing portfolios or on the phone to accountants and advisers every minute of the day. You want to be free to enjoy your wealth your way and make the most of this life you’ve worked to build.
US. WE’RE NOT ONE OF THE BIG BOYS.
You won’t encounter opulent offices, charmless PAs, commercial connections, large teams of consultants and analysts, salespeople pushing different packages at you at every opportunity, wood panelling or fat cigars.
Instead, you’ll have one contact – Thera’s founder-director and Independent Financial Planner Philip Dragoumis, who himself has all the big-firm experience you’d expect, but with complete independence, a feet-on-the-ground attitude and an entirely one-to-one focus on you.
Rest assured, though, that behind him is a team also working for you, the ValidPath network (an FT Top 100 advice business) which provides compliance and support and an extensive group of partners in a wide variety of fields with whom we frequently work. And of course we have an office if it’s needed and we’re happy to provide fat cigars if required.
WHAT DOES THIS MEAN FOR YOU?
Because of our set-up and the fact that Thera One only takes on between 10 and 15 clients at any one time, it means that you get more of what really matters: smart but simple plans tailored for you and your wealth, and more time to enjoy it.
In short, you’d be joining an exclusive club, safe in the knowledge that your wealth and your financial future are all taken care of.
So if you’re someone who’d choose reassurance over risk, relationship over salesmanship, simplicity over complexity and honesty over flattery, Thera One is the one for you.