Philip Dragoumis
Financial Advisor
Profile Summary
I help senior tech executives and their families in London plan for major life transitions. I can help you: Organise your finances and investments Minimise taxes Protect your family and legacy Achieve your life goals with a bespoke financial plan
Investment & Financial Services Offered
Investments and Savings
Get help to potentially generate a better return on your savings, with a full range of investment options which could include equities, funds and bonds.
Pensions
Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.
Retirement income (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
Pension Transfers - Non Specialist
Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
Insurance and Protection
Get help to understand the best level of life cover, critical illness cover and income protection for you.
Who Philip Dragoumis Works With
I work with busy senior executives, particularly in the technology sector, and their families in London who are approaching major life transitions or seeking clarity on their financial future.
Investment Philosophy & Approach
I take a personalised, independent approach to financial planning, focusing on your goals and priorities. I aim to organise your finances, manage investments efficiently, minimise taxes, and protect your family while helping you achieve long-term financial security and peace of mind.
Qualifications & Professional Memberships
- CISI - Chartered Wealth Manager
- CISI - Certified Financial Planner Professional
- CISI - Level 7 Diploma in Advanced Financial Planning
- CII - Diploma in Regulated Financial Planning
- CII - Certificate in Discretionary Investment Management
- CII - Certificate in Securities Advice and Dealing
Areas Served
Mayfair, London
Frequently Asked Questions
Who do you work with?
I work with senior executives, professionals, and their families who want clarity, security, and a plan for their financial future.
How does your service work?
We start with a no-obligation introductory meeting to understand your goals. From there, I build a bespoke financial plan and help you stick to it, managing investments, minimising taxes, and protecting your family.
Do I need to invest a minimum amount?
There isn’t a strict minimum, but the service is tailored for clients with complex financial situations or significant life transitions.
How are your fees structured?
Fees are agreed upfront based on your circumstances, covering advice, planning, and ongoing support.
What makes your approach different?
I provide independent, personalised advice, focusing on your goals, removing jargon, and giving clarity and confidence in your financial decisions.