What Chartered Status means for you
At Themis Wealth Management, our Chartered Financial Planning status is one of the clearest reflections of the standards we set for ourselves and the trust our clients place in us.
Chartered status represents the highest level of professional achievement within financial planning, awarded only to firms and individuals who meet rigorous technical, ethical and ongoing professional standards. It is recognised throughout the profession as a mark of excellence, integrity and trusted advice.
For you, this means the reassurance that your family’s financial future is being guided by a firm committed to expertise, discretion and the highest professional standards.
But beyond technical excellence, Chartered status reflects something even more important: our commitment to wise counsel, thoughtful judgement and advice shaped entirely around the life behind your wealth.
A Profession Built on Trust
For founder Kate Gannon, Chartered excellence has been a defining thread throughout her career.
In 2016, Kate was awarded Chartered Financial Planner of the Year by the Personal Finance Society – one of the profession’s most respected individual honours.
That commitment to professional leadership has continued. Kate went on to join the Board of the Personal Finance Society in 2025 and became Vice President in September 2025, reinforcing the confidence the profession places in her judgement, leadership and standards.
Her appearance on The Martin Lewis Money Show in December 2025 further reflected the trust placed in her expertise by both the profession and the wider public.
Follow the links below to find out more about the specific services we offer, or get in touch to book an initial meeting. We do not charge for our first meeting, so why not book in a call or face-to-face meeting now and we’ll be happy to find out more about your circumstances and talk you through your options.
