Themis Wealth Management

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Themis Wealth Management We are a Cornwall based business of chartered financial planners. Please visit our website to view the full list of our services.

We offer a range of services to support you and your future, and tailor this to your personal needs.

Qualifications and titles matter. They demonstrate commitment, knowledge, and a willingness to be held to a standard.But...
17/10/2026

Qualifications and titles matter. They demonstrate commitment, knowledge, and a willingness to be held to a standard.

But professionalism is also revealed in the quieter choices:
• explaining an uncomfortable truth rather than offering an easy answer
• saying 'I need to check' when certainty would be more impressive
• making time for the client who needs a slower conversation
• continuing to learn after the exams are passed
• putting a person's interests ahead of the convenient route

In my role as President of the Personal Finance Society, I see how much good work happens across our profession every day. Much of it will never win an award or appear in a headline.
That doesn't make it any less important. Public trust is built through thousands of consistent decisions, especially when nobody else can see them.

What does professionalism look like in the everyday decisions you make?


Themis Wealth Management is a trading style of Gannon Wealth Management Ltd, which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395.

Financial planning can involve complex rules, careful calculations and highly technical recommendations.The client shoul...
15/10/2026

Financial planning can involve complex rules, careful calculations and highly technical recommendations.
The client should not have to carry that complexity.

A good explanation should help someone understand:
• what they are doing
• why it suits their circumstances
• what could go wrong
• what it will cost
• when the decision should be reviewed

Clarity is not about removing every detail. It is about arranging the detail so a person can make an informed decision without feeling overwhelmed.

I often think the real test comes after the meeting: could the client explain the plan, in their own words, to someone they trust?
If not, the answer is not another layer of jargon. It is a better conversation.

What is one financial idea you wish had been explained more clearly?


Themis Wealth Management is a trading style of Gannon Wealth Management Ltd, which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395.

🎉 A huge congratulations to Cameron Waller-BarkerWe are absolutely delighted to share that Cameron has passed his CF8 – ...
14/10/2026

🎉 A huge congratulations to Cameron Waller-Barker

We are absolutely delighted to share that Cameron has passed his CF8 – Long Term Care Insurance examination with the Chartered Insurance Institute.

Cameron joined us at Themis Wealth Management in August as a Paraplanner and Trainee Financial Planner, and it’s fantastic to see him already making such great progress.

Balancing studying with the demands of a new role takes real commitment and determination, and achievements like this deserve to be celebrated.

One of the most rewarding parts of our profession is seeing the next generation develop their knowledge, confidence and skills.

Well done, Cameron! We’re all incredibly proud of you, and I look forward to seeing what you achieve next. 👏



Kate Gannon Lucy Opie

You can't assume trust in financial advice just because a firm has been established for years or an adviser has letters ...
14/10/2026

You can't assume trust in financial advice just because a firm has been established for years or an adviser has letters after their name.

It has to be earned in each interaction.
That means being clear about fees, risks and limitations. It means listening before recommending. It means acknowledging when circumstances have changed, and a previous strategy needs to be reconsidered.

From my work with clients and as President of the Personal Finance Society, I believe our profession's future depends on making high standards visible and meaningful to the public.

Professional bodies, firms and individual planners all have a part to play. Standards create the framework. Behaviour brings them to life.
Trust is rarely built by one grand gesture. It grows through evidence, consistency and the feeling that the person opposite you takes their responsibility seriously.

Which adviser behaviour creates the greatest confidence for you?


Themis Wealth Management is a trading style of Gannon Wealth Management Ltd, which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395.

One of the simplest lessons in financial planning is also one of the most important: life is happening now.It is easy to...
10/10/2026

One of the simplest lessons in financial planning is also one of the most important: life is happening now.
It is easy to postpone enjoyment while focusing on the next target, the next promotion, the next tax year or the next market milestone.

Planning for the future matters enormously. So does using your wealth to live well today.
The balance will look different for every person and family, but a good plan should help answer both questions: are we doing enough for the future, and are we making enough of the life we have now?

The purpose of wealth is not to win a spreadsheet. It is to support a life that feels well lived.

What have you been waiting to give yourself permission to enjoy?


The future value of investments can fall as well as rise and future growth is not guaranteed
Themis Wealth Management is a trading style of Gannon Wealth Management Ltd, which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395

The people who feel most confident about their finances are not always the ones with the fewest risks.They are often the...
07/10/2026

The people who feel most confident about their finances are not always the ones with the fewest risks.
They are often the ones who understand their position clearly.

They know what they are trying to achieve, which assumptions the plan depends on, where the risks sit and what choices may be available if circumstances change.
That understanding is more useful than a promise that everything will go exactly to plan. Markets move, rules change and life surprises us.

Certainty is rarely available. Clarity usually is, especially when there is a structure behind the decisions and a plan that can be reviewed as the facts change.

Do you understand not only what is in your financial plan, but why it is there?


The future value of investments can fall as well as rise and future growth is not guaranteed

Themis Wealth Management is a trading style of Gannon Wealth Management Ltd, which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395

Sometimes the best way to start a conference is with a bit of a challenge! ☀️🥾This morning we walked up to the Hollywood...
06/10/2026

Sometimes the best way to start a conference is with a bit of a challenge! ☀️🥾

This morning we walked up to the Hollywood Sign — in the LA heat — and it was definitely hotter and harder than it looked from the bottom!

But there’s something rather fitting about starting an MDRT conference by climbing a hill.

You keep going, one step at a time. You encourage each other. You occasionally wonder why you thought it was a good idea… and then you reach the top, look back and realise just how far you’ve come.

That feels particularly relevant as I head into the MDRT conference.

One of the things I value most about MDRT is the opportunity to spend time with people who are constantly looking to learn, improve and raise the standards of what they do for their clients.

For me, professional development has never been about reaching a point where you think you’ve “made it”.

It’s about staying curious, listening to others, sharing ideas and continuing to challenge yourself — however long you’ve been doing the job.

And sometimes, quite literally, it’s about taking the next step. 😊

Hollywood Sign conquered. Now for MDRT!

Kate Gannon

Financial products are tools. They may be necessary, but they are not the advice.The real value of planning is often fou...
06/10/2026

Financial products are tools. They may be necessary, but they are not the advice.
The real value of planning is often found in the relationship around those tools: knowing who to call before a major decision, having someone who understands the family context and being challenged when emotion starts to take over.

A product can be purchased once. A trusted planning relationship develops through reviews, changing circumstances, difficult moments and decisions that gradually shape a life.
That is why we believe the best advice should feel less like a transaction and more like a long-term partnership built on clarity, understanding and trust.

When financial decisions become difficult, who helps you step back and see the bigger picture?


The future value of investments can fall as well as rise and future growth is not guaranteed
Themis Wealth Management is a trading style of Gannon Wealth Management Ltd, which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395

Legacy is often discussed as a figure on a balance sheet. We think it is much broader than that.It may be seen in the ed...
03/10/2026

Legacy is often discussed as a figure on a balance sheet. We think it is much broader than that.
It may be seen in the education you helped fund, the confidence you gave the next generation, the time you created for family or the causes you chose to support.

Money can create opportunity, but without conversation and intention it can also create confusion.
Good legacy planning asks not only what should be transferred, but why, when and with what responsibilities. The most meaningful plans connect financial assets with family values, helping the next generation understand that stewardship matters as much as ownership.

What would you like your wealth to continue making possible in the years ahead?


Tax treatment depends on individual circumstances and may change in the future. The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in future.
Themis Wealth Management is a trading style of Gannon Wealth Management Ltd, which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. The FCA does not regulate tax planning and cash management.

A brilliant day is expected ahead at the BOMS Conference with Lucy Opie, representing Themis Wealth Management! It will ...
01/10/2026

A brilliant day is expected ahead at the BOMS Conference with Lucy Opie, representing Themis Wealth Management!

It will be a great opportunity to catch up with familiar faces, make new connections and share ideas. Always wonderful to spend time with people who are so passionate about our profession! 💙

Kate Gannon

Address

Starling Barn, Fiddlers Green
Newquay
TR85NJ

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+441872270702

Website

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