Themis Wealth Management

25/10/2026

25/10/2026

Some evenings remind you just how lucky you are to work alongside such brilliant people – and this was definitely one of them! 💙🏆

What a fantastic evening for Team Themis at the CII/PFS dinner in Plymouth!

It was a real privilege for our Director Kate Gannon to attend as Guest of Honour, but what made the evening truly special was seeing Lucy and Cameron receive the recognition they so thoroughly deserve.

🌟 Lucy Opie was Highly Commended in the Excellence in Customer Outcomes Award. I see first-hand how much Lucy cares about our clients and the effort she puts into getting things right for them. It was wonderful to see that dedication recognised, and the fact that the winner was a whole team at Cornish Mutual goes to show what she has achieved!!.

🌟 Cameron Waller-Barker won the Emerging Talent Award. Watching Cameron grow in confidence, develop his skills and make his mark in the profession has been a real pleasure. I couldn’t be happier for him!

We may be a small team at Themis, but we have some exceptional people who support each other, work incredibly hard and genuinely care about what we do.

Two fantastic achievements, one very happy team and an evening I’ll remember for a long time! 🥂💙

24/10/2026

The conversation about artificial intelligence in financial services often begins with capability: what can the technology do?
I think the better starting point is responsibility: what should it do, for whom, and with what safeguards?

AI may help planners analyse information, improve processes and communicate more efficiently. It may also reproduce bias, create false confidence or make an explanation sound more certain than the evidence allows.

Professional judgement is needed before, during and after its use.
That means checking accuracy, protecting confidentiality, understanding limitations and being honest about where a human remains accountable.

Innovation and caution are not opposites. Used well, they strengthen one another.
The aim should not be technology for its own sake. It should be better service, clearer decisions and more time for the conversations only people can have.

Where could AI improve financial planning without weakening trust?


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.

24/10/2026

Continuing professional development is essential in a world where legislation, products, technology and client expectations keep changing.
But recording learning is not the same as applying it.

The most valuable CPD should lead to a practical difference:
• a better question asked
• a risk explained more clearly
• an assumption challenged
• a process made more inclusive
• an emerging issue recognised sooner

One privilege of serving as President of the Personal Finance Society is seeing the depth of learning shared across our professional community.
The real return on that learning appears when it improves judgement and client outcomes.

A useful question after any learning activity is: What will I do differently now?
What piece of learning has genuinely changed your practice?


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.

22/10/2026

What a special moment! 🎉

We are incredibly proud of our Director, Kate Gannon, who, as President of the Personal Finance Society, had the pleasure of surprising Martin Lewis with an award recognising the incredible difference he has made to financial education and awareness.

Kate has also had the privilege of working alongside Martin on his television programme and through other media appearances, helping to raise awareness of the importance of financial planning and making financial advice more accessible.

Martin has helped millions of people take greater control of their finances, something we care passionately about here at Themis.

🎥 It’s not every day you get to surprise Martin Lewis! Watch the moment Kate presents him with his award and see his reaction for yourself. It’s definitely worth a watch! 👏

👇 Click the link to see this special moment unfold!

https://app.storykit.io/download/2b42a0b433da16c6f7880a085dd93d07ddc767ef7403990ceee5c410136efefd

Kate Gannon Lucy Opie Cameron Waller-Barker

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22/10/2026

A person does not arrive at a financial planning meeting neatly labelled as vulnerable.

Vulnerability may be temporary, hidden or triggered by the very decision being discussed. Bereavement, illness, caring responsibilities, divorce, redundancy or simply feeling overwhelmed can change how someone absorbs information and makes choices.

Good planning responds to the person in front of us. That might mean:
• slowing the conversation down
• using a different way to explain something
• inviting a trusted person to attend
• allowing more time before a decision
• checking understanding without causing embarrassment

This is not a special version of good advice. It is good advice.
The most important adjustment is often not to the plan, but to how we listen and communicate.

What helps a difficult financial conversation feel safer and more human?


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.

21/10/2026

UK inflation rose to 3.5% in September, up from 3.1% in August, according to the latest Consumer Prices Index figures from the Office for National Statistics.
Transport costs, particularly petrol and diesel, made the largest upward contribution to the increase in the annual inflation rate.

Rising prices put pressure on household budgets and reduce the purchasing power of money. Inflation can also influence borrowing costs, savings rates and investment markets.

The latest figure remains above the Bank of England’s 2% target. Inflation is one of several factors the Bank considers when setting interest rates, alongside wages, employment and economic growth.

The announcement does not automatically mean a change in Bank Rate or mortgage rates, but it remains an important part of the wider economic picture.


[Source | Office for National Statistics | 21 October 2026]

21/10/2026

More information does not automatically lead to better financial decisions.
People can be surrounded by tips, warnings, calculators and commentary and still feel unsure where to begin.

Useful financial education should help someone:
• recognise the decision in front of them
• understand the main trade-offs
• know which questions to ask
• identify when guidance is enough and when advice may be needed
• take one sensible next step

The goal is not to turn everyone into a financial planner. It is to help people feel less excluded from decisions that affect their lives.
As a profession, we should judge education not by how much information we publish, but by whether it leaves people more capable of acting.

Confidence begins when knowledge feels usable.
What money lesson would have helped you most at the start of adult life?


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.

20/10/2026

Lovely to see the PFS Festival of Financial Planning featured in Professional Adviser!

For me, it’s all about bringing people together, sharing experiences, celebrating what makes our profession so special and inspiring the next generation.

There’s so much we can learn from each other, and so much potential to unlock when we do!

If you haven’t booked your place yet, please do! I’d love to see as many of you there as possible. Come along, get involved and be part of what promises to be a fantastic event!

Kate Gannon Lucy Opie Cameron Waller-Barker

PFS president Kate Gannon speaks to Professional Adviser about the professional body’s upcoming Festival of Financial Planning.

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.