Themis Wealth Management

Life-Centred Financial Planning with your individual needs at its very heart

At Themis we know that life is not a dress rehearsal.  When you work with us on organising and planning your finances, our goal is to support you to make the most of life – now, while you still can.  We want to help you live your best life, not just to get a better return on your investments.

Whoever we work with, our clients’ lives are at the very heart of every conversation.  Yes, we will be helping look after your money, but your money is not the sole focus.  We want YOU to get the most out of your life and investments, to achieve all that you wish to.

Named after Themis (pronounced Themm-Is), the Greek Titaness known as a “Lady of good counsel”, we put our focus on communication, listening to and understanding your individual needs, rather than pushing you towards particular products.  Products like investment portfolios, pension plans and cashflow planning software are important, but they are tools to get the job done – the job itself is making your life better, your way.

Working with Themis, you can relax and trust that every piece of advice, every plan and every product, will have your life at the heart of it. This is recognised by the fact that we are Chartered Financial Planners and have won multiple awards for our work.

Get in touch today to find out more about who we are, how we work and how we might help.

Women in Financial Advice Award Winner 2019
Personal Finance Awards Winner
Qualified Member of Personal Finance Society
Kate Gannon Themis Wealth Management

Meet Kate Gannon

Kate was named Chartered Financial Planner of the Year 2016 at the Personal Finance Society awards, which is the highest accolade given to a Financial Planner in the UK. Working in Financial Services since leaving school, Kate takes a Life Planning approach with her clients and specialises in Wealth Management.

Read more about Kate and the rest of the team…

Testimonials

What Our Clients Say…

Kate brings a wealth of detailed knowledge and caring personality to an important subject for clients.

Kate however approaches the subject in a really personal way and finds out about the client, their life, their plans and their financial needs. This leads what she does rather than just looking at the products.

Definitely recommend speaking with her to see for yourself.

Joy Roskilly has been my Financial Adviser for many years and I have every confidence in her professional capabilities in Investment Management.

Joy is very personable and holds the client’s requirements paramount.

Or to put it less formally…. she’s great!