Thera Wealth Management

Independent Financial Adviser  21 Ellis Street, Belgravia, London, SW1X 9AL
First meeting at adviser's own cost
We help you visualize your financial future enabling you to make key decisions. Together we will build your financial plan, fund it and make sure you stick to it so that you can live the life that you want.
We can advise you on
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
9.0/10
check
FCA authorised
Last authorised 20th June 2022
About us

At Thera , we put our clients at the heart of everything we do. We are refreshingly modern, have a common passion, outlook, and commitment to practice true financial planning.

As my client, you can expect unbiased and independent advice from myself, as a fully qualified financial adviser, who is dedicated to building a lifetime financial planning relationship with yourself. I will provide advice that is uncomplicated, clear, and at all times meaningful.

We use the latest financial forecasting technology to formulate as accurately as possible your own bespoke financial plan.

Our services

You may find yourself at an important stage or approaching a crucial transition in life. You may have expensive questions that you want answers to such as -

Do I have enough?
Will my family be ok if something happens to me?
Can I afford to leave a legacy?
When can I pack it all in?
What should I do with the inheritance I just received?
if I had all the money I would ever need, how would I live my life?

HOW WE CAN HELP

✦ We FOCUS on you and what you want to achieve in life
✦ We BUILD your own bespoke financial plan and we help you STICK to it
✦ we ORGANISE your finances and your investments and help you manage taxation
✦ we PROTECT what's important to you and your family
✦ we ANSWER all your questions, reduce your stress and give you full clarity over your financial future
✦ we help you ACHIEVE your goals through independent, personalized, and comprehensive financial planning

Where to find us
Head office address: 21 Ellis Street, Belgravia, London, SW1X 9AL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£501,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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 office, 21 Ellis Street, London, SW1X 9AL.
Company Registration no. 13538392. FCA no. 959098.

Response rating
9.0/10
check
FCA authorised
Last authorised 20th June 2022

Similar advisers near you

Restricted - whole of market 0.33 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 0.96 mi
We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
 
Independent Financial Adviser 0.99 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.17 mi
We're experts, we care, we're here so you can protect the life you love.