Thera Wealth Management
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.
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
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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.
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