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.
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.
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!
My wife and I have been ably guided by Kate Gannon of Themis around the intricacies of domestic financial planning from the company’s outset.
Kate has provided excellent value for money for our investments. We get home visits with a friendly approach and Kate is always available by phone or email for any queries. We have had Five Star service and would thoroughly recommend Themis to prospective clients.
Financial Conduct Authority (FCA) Details
Themis Wealth Management is a trading style of Gannon Wealth Management Ltd, registered in England and Wales company number: 09912141.
We are authorised and regulated by the Financial Conduct Authority number 915730.
Registered address: 5 Stret Constantine, Tregunnel Hill, Newquay, United Kingdom, TR7 1GH.
The Financial Conduct Authority does not regulate Cashflow Modelling, Estate Planning, Will Writing or Tax Advice.
The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.