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Philip Dragoumis

Director and Owner

Thera Wealth Management

Featured in the media this week · 70+ pieces of media coverage.

I have worked in financial services for over twenty five years, formerly advising institutions at investment banks such as HSBC and Merrill Lynch, and for the past eight years I have been advising private clients in the UK and internationally. I am director, owner of Thera Wealth Management and am a CFP professional, as well as having completed a Masters in Finance at London Business School.

www.therawealth.co.uk

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Media Pack / Portfolio

Media Coverage

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The i Paper

The ‘bed and ISA’ approach people are using before the Budget - and how to do it yourself

Published: 14/10/2026, 3:05 pm

FT Adviser

Should clients be investing directly in private markets?

Published: 10/9/2025, 8:17 am

FTAdviser

We are not trying to ‘elbow human advisers off the stage’

Published: 1/8/2025, 7:59 am

Lancs Live

ISA savers warned as Rachel Reeves ‘looks at new cash limit’

Published: 25/2/2025, 11:56 am

Coventry Live

Loophole could let Brits keep £20,000 ISA allowance amid Labour shake-up

Published: 25/2/2025, 11:56 am

Express.co.uk

‘Proxy’ ISAs could be launched to allow savers to keep their £20,000 cash limit

Published: 25/2/2025, 11:55 am

Moneyweek

Where should cautious investors put their money with £80 billion of short-dated gilts set to mature?

Published: 24/2/2025, 5:28 pm

FTAdviser

‘We don’t run portfolios on this basis’: Advisers refuse to time bonds market

Published: 16/2/2025, 9:50 am

The Independent

Experts share their tips for improving your finances without earning more

Published: 2/1/2025, 6:44 am

FTAdviser

‘Tamer than expected’: Advisers react to Budget

Published: 31/10/2024, 4:00 pm

FTAdviser

Does it pay to be certified?

Published: 29/9/2024, 8:18 am

Manchester Evening News

Changes to ISAs sparks £5000 warning after Labour abandons ‘silly’ scheme

Published: 5/9/2024, 7:16 am

FTAdviser

Advisers urge clients to keep calm as markets tumble

Published: 5/8/2024, 9:21 pm

The Scotsman

Black Monday: What the current stock market turbulence means for your savings and investments

Published: 5/8/2024, 4:44 pm

Moneyweek

Is it time to dump global trackers as portfolios become more concentrated?

Published: 20/3/2024, 6:57 am

FTAdviser

Advisers mixed on emerging markets allocation

Published: 20/3/2024, 6:55 am

The Intermediary

“Waiting for US to cut rates first risks destroying UK economy” – brokers

Published: 22/2/2024, 7:18 am

FTAdviser

Half of advisers to increase allocation to private assets

Published: 16/2/2024, 9:21 am

FT Adviser

Bond market is ‘attractive’, even if risky

Published: 27/11/2023, 7:44 am

The Intermediary

“Trussonomics wasn’t entirely bonkers after all” - experts share their views

Published: 14/8/2023, 3:11 pm

Introducer Today

Interest rates WILL go up next week … and maybe after that

Published: 26/7/2023, 5:26 am

Pensions Expert

Still unloved: Annuities struggle to shake off their inflexible reputation

Published: 5/7/2023, 6:46 am

FTAdviser

Your view: the role of corporate bonds in a 60/40 portfolio

Published: 19/5/2023, 9:46 am

IFA Magazine

US CPI lower than expected at 5% - could allow “Bank of England to start reversing recent rate hikes” - reaction

Published: 12/4/2023, 2:43 pm

Financial Reporter

Could falling US inflation allow the Bank of England to start reversing recent rate hikes?

Published: 12/4/2023, 2:35 pm

FTAdviser

What advisers consider when investing in private assets

Published: 30/3/2023, 2:55 am

IFA Magazine

IFAs say obsessively checking investment apps can be “hazardous to your wealth”

Published: 16/3/2023, 3:23 pm

Investment Week

Spring Budget 23: LTA scrap ‘could see more people turn to IFAs’

Published: 15/3/2023, 3:51 pm

Mortgage Solutions

Mortgage pricing may hold steady

Published: 4/2/2023, 8:21 am

This Is Money

Raging storm that’s rocked UK markets WON’T sink your portfolio

Published: 13/12/2022, 8:13 pm

Protection Reporter

8% of adults cancelling insurance products during cost-of-living crisis

Published: 12/12/2022, 2:17 pm

Corporate Adviser

Inflation/wages growth gap revealed by ONS

Published: 27/11/2022, 9:31 am

IFA Magazine

ONS report into wages and inflation - professional and scientific sectors keep pace, retail, property and finance suffer

Published: 24/11/2022, 8:09 am

Professional Adviser

IHT freeze: Advisers say mitigation is 'all in the planning'

Published: 17/11/2022, 7:07 pm

Professional Adviser

Advisers pragmatic on likely 0.75% rate rise

Published: 3/11/2022, 11:40 am

Financial Reporter

How will tomorrow’s rate rise decision affect mortgages? - brokers react

Published: 2/11/2022, 11:15 am

Capital.com

Pound rallies: Can Chancellor Hunt add credibility for GBP?

Published: 17/10/2022, 7:44 pm

Freelance Informer

Freelancers: get prepared for more fiscal U-turns, IR35 reform uncertainty - Freelance Informer

Published: 17/10/2022, 2:23 pm

IFA Magazine

BoE widens gilt purchase operations to include index-linked gilts - reaction from advisers, investment and wealth managers

Published: 11/10/2022, 9:35 am

Proactive Investors

FTSE 100 in the red as Bank steps in again

Published: 11/10/2022, 9:05 am

Professional Adviser

IFAs blast pensions lifestyling strategies as ‘lifestealing’

Published: 6/10/2022, 9:51 am

IFA Magazine

Do we need to rethink the risk around asset classes & the ‘lifestyling’ in pensions? verdict from IFAs after a turbulent...

Published: 5/10/2022, 10:00 am

ICAEW

Tax rate U-turn: is it enough to right the markets?

Published: 5/10/2022, 6:30 am

Yahoo News

UK economy not out of woods despite tax U-turn

Published: 4/10/2022, 6:09 am

France 24

UK economy not out of woods despite tax U-turn

Published: 3/10/2022, 12:24 pm

View all 72 pieces of media coverage