PlusVerified

Philip Dragoumis

70+ pieces of media coverage · Featured in the media this month

Director and Owner

Thera Wealth Management

Philip Dragoumis is Director and Owner of Mayfair based Thera Wealth Management, with 70+ pieces of media coverage. He has has worked in financial services for over thirty years formerly advising institutions at investment banks such as Merrill Lynch and HSBC. For the past ten years he has been working with private clients in London, specifically senior executives in the technology sector. He is a CFP professional, is a Chartered Wealth Manager and has a Masters in Finance from London Business School.

https://www.therawealth.co.uk

Address

iThe full address is shown to logged-in members. Log in

Media Pack / Portfolio

Media Coverage

NEW

FT Adviser

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

View all 74 pieces of media coverage

Quoted in

Pension tax-free cash: savers pull £250m a day ahead of the Budget27 October 2026
Should I sell my ESPP shares? UK employees are being given US tax advice, planners warn21 October 2026
Should I sell my RSUs? Advice for Brits employed by US tech giants in London16 October 2026

Address

Media Coverage

‘Kiss, marry, kill’ Budget edition: What do advisers want to see gone?

Should You Sell Your RSUs? UK Tech Workers Urged to Review Employer Shareholdings

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

Should clients be investing directly in private markets?

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

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

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

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

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

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

Experts share their tips for improving your finances without earning more

‘Tamer than expected’: Advisers react to Budget

Does it pay to be certified?

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

Advisers urge clients to keep calm as markets tumble

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

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

Advisers mixed on emerging markets allocation

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

Half of advisers to increase allocation to private assets

Bond market is ‘attractive’, even if risky

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

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

Still unloved: Annuities struggle to shake off their inflexible reputation

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

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

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

What advisers consider when investing in private assets

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

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

Mortgage pricing may hold steady

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

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

Inflation/wages growth gap revealed by ONS

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

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

Advisers pragmatic on likely 0.75% rate rise

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

Pound rallies: Can Chancellor Hunt add credibility for GBP?

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