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, Director
Education and Certifications
1995 BA. Oxford University
2000 MSc Finance London Business School
2016 Diploma in Financial Planning
2022 Chartered Wealth Manager
2021 Certified Financial Planner
Contacts
info@therawealth.co.uk
+44 (0) 2072 054 400
Thera Wealth Management Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107.
Thera Wealth Management Ltd. Registered in England and Wales. Registered office, 45 Albemarle Street, 3rd Floor, Mayfair London W1S 4JL
Company Registration no. 13538392. FCA no. 959098.
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Please note that the Financial Conduct Authority (FCA) does not regulate some aspects of cashflow, estate, tax planning or trust advice.