Expert advice for transatlantic households

Wealth brings complexity – especially when it crosses borders. We simplify the challenges, freeing you to enjoy the benefits of living overseas.

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News and Insights

Things to Know Before Moving from the US to the UK

Spring Update 2024

Navigating the UK Pensions Landscape

Tanager Talks

A new series of informative webinars for British American households.

Our next talk is at 4.00pm on

Wednesday 17th April

Navigating Transatlantic Taxes

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View our upcoming events here.

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Tanager is a wealth management firm that empowers British-American families to achieve their financial goals. We specialize in helping transatlantic families and US-connected people with diverse financial planning and investment needs. All our advisors are both US and UK qualified.

We help you plan your finances, manage your investments, and navigate the tax terrain across the two countries.

ABOUT US

American-led financial advice for transatlantic households

Tanager is led by dual-nationals in Britain and the US that have lived internationally. We formed Tanager to guide you on your journey to a successful financial future.

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WHO WE HELP

Supporting your international financial goals

Americans in the UK

We provide tax-efficient financial planning and investment management for American citizens and their families living in the UK.

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US-Resident British Expats and Transatlantic households

We work to simplify our US resident client’s financial lives, including help with UK pensions, estate planning and inheritance.

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Lawyers, Accountants & Trustees with US connected clients

Tanager Wealth Management works alongside many other professional advisors who also specialize in helping US connected households.

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INSIGHTS

News and insights from our team

Finish Line Insight

Featured

Raising Funds for The Soup Kitchen- A Journal
Tanager Wealth Management

By Tanager Wealth Management

Summer Update Cover

Featured

Tanager Wealth Management - Update Summer 2022
Tanager Wealth Management

By Tanager Wealth Management

ESG Philosophy

ESG

ESG Investing Philosophy
Kristopher Heck

By Kristopher Heck

Managing Partner & Chief Investment Officer

ENVIRONMENTAL, SOCIAL & GOVERNANCE

Driving sustainable & socially responsible investing

Sustainability has become the new norm - and is at the heart of the decisions we make as a firm, consumers and investors.

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Meet the team

Our friendly experts

Abbas Somji
Abbas Somji

PARTNER AND FINANCIAL ADVISOR

Alistair Jackson 8165 Edit
Alistair Jackson

FINANCIAL ADVISOR

david c 6001
David Costello

PARTNER AND FINANCIAL ADVISOR

Gail Hamilton King
Gail Hamilton- King

FINANCIAL ADVISOR

Jeremy Bailey 8192 Edit
Jeremy Bailey

SENIOR FINANCIAL ADVISOR

Kris Heck
Kristopher Heck

MANAGING PARTNER

Kyle 4262 Edit 1
Kyle Pettigrove

PARTNER AND FINANCIAL ADVISOR

nicole website
Nicole Ralph

SENIOR FINANCIAL ADVISOR

Patrick 4463
Patrick Mulhern

PARTNER AND FINANCIAL ADVISOR

Susan 4430
Susan Blaylock

FINANCIAL ADVISOR

Tori Bown 7230 Edit
Tori Bown

FINANCIAL ADVISOR

Meet the team

Secure your financial future

Our team of experts are ready to discuss your financial future.

Contact us
CONTACT

Get in touch to discuss your financial future

If you have investable assets (including pensions) in the US and/or UK of $500,000 or more and would like to discuss your situation with one of our financial advisors, please get in touch by filling out the form below:

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Abbas Somji

Abbas Somji

PARTNER AND FINANCIAL ADVISOR

Abbas moved to London in early 2018 to be with his British wife. Born in the United Kingdom and raised in Botswana, Abbas then migrated to Houston where he attended University. He began his professional career at an RIA in Houston and holds the Series 65 license and US CFP® . He brings with him a decade of experience in advising High-Net-Worth clients and business owners. Abbas is a Partner and Advisor and ensures he’s helping clients navigate the complicated world of being an expat in the UK. He particularly enjoys providing clients with the clarity and confidence to pursue their financial goals. A sports enthusiast, Abbas enjoys conversing about and playing soccer/football and attending Liverpool matches.

Read more… Abbas Somji, Beyond the Bio

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Alistair Jackson 8165 Edit

Alistair Jackson

FINANCIAL ADVISOR

Alistair joined the team at Tanager in 2019 following his completion of an MPhil in English at the University of Cambridge as a John Crook Scholar. With three years of experience working across our Investment and Financial Planning teams, Alistair transitioned to the Advisor Team in January 2022. His time is now focused on the production and implementation of robust planning and investment strategies for our clients on either side of the Atlantic. Outside of the office, Alistair’s time is divided between exploring East London’s many food markets, spending time with friends and family, and travelling abroad.

 

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David Costello

PARTNER AND FINANCIAL ADVISOR

David arrived in the UK on New Year’s Day 2014 and brought with him fifteen years’ experience advising private clients and business owners. He attained the U.S. Certified Financial Planner designation in 2007. David specialises in building financial plans for UK based households that include US taxpayers and is tirelessly committed to helping Tanager clients maximise their wealth and achieve their stated goals and objectives while navigating the US/UK tax and investment landscape. David is a Non-Hodgkins Lymphoma survivor and is active in volunteering and fund raising for the support toward the treatment and eradication of blood cancers.

Read more… David Costello, Beyond the Bio

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Gail Hamilton King

Gail Hamilton- King

FINANCIAL ADVISOR

Gail joined Tanager in 2021 as a financial advisor with more than fifteen years of experience in senior investment banking and management consulting roles at Morgan Stanley and Deutsche Bank. She enjoys leveraging her financial experience to make a tangible difference for Americans living in the UK by helping to manage their complex finances globally. Gail moved to the UK from Chicago to complete an MBA at London Business School. As a dual UK/US family living in west London, she understands the challenges our clients face.

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Jeremy Bailey

SENIOR FINANCIAL ADVISOR

Jeremy joined the Tanager team in 2019 bringing fifteen years of experience in helping clients align their finances with what is most important to them. He specialises in retirement income strategies and multigenerational planning. Jeremy decided to leverage his US/UK dual citizenship status to relocate to London in 2017. He quickly identified the breadth of financial challenges faced by Americans and US connected families living and working abroad. Jeremy comes to London via Cleveland Ohio and Miami Florida. In his free time, he enjoys running the Thames path, spending time outdoors, and travelling.

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Kris Heck

Kristopher Heck

MANAGING PARTNER

Kristopher has lived in London since 2007 and combined his ten plus years of experience in the Institutional Asset Management Industry in the US and Europe and personal experiences as an expat to found Tanager. A founding partner and Chief Investment Officer, Kris has been a guest lecturer at the London School of Economics and has particular interest and experience in portfolio efficiency – encompassing tax, cost, and the optimal risk budgeting of a client’s assets. Kristopher is as avid fan of the Baltimore Orioles and enjoys going back to Maryland whenever he is able to.

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Kyle Pettigrove

PARTNER AND FINANCIAL ADVISOR

Kyle is a Certified Financial Planner ™ (CFP ®) and joined Tanager in London in 2016 having moved to the UK with his fiancée. A US/UK dual citizen and Philadelphia native, Kyle previously worked as a financial advisor in the US specializing in retirement planning. Now spearheading Tanager’s stateside office in Philadelphia, Kyle brings both relevant personal and professional experience to his role and covers the areas of pensions for US residents, British expats and transatlantic families living in the US. Outside of his work life, Kyle is an avid traveller and craft beer enthusiast.

Read more… Kyle Pettigrove, Beyond the Bio

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Nicole Ralph

SENIOR FINANCIAL ADVISOR

Nicole joined the Tanager team in 2020 and brings over fifteen years of senior leadership and client experience in helping US expats and foreign nationals relocating to the US. Nicole has held the CFP® designation since 2011 and earned an MBA from the Wisconsin School of Business in 2016. As a dual US/UK citizen herself, she is intimately aware of the complex challenges facing families, having moved back and forth three times with her own family. She now lives in Hove with her husband and youngest daughter. In her free time, she enjoys walking her dog along the seafront, hot yoga, learning Italian and travelling.

Read more… Nicole Ralph, Beyond the Bio

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Patrick Mulhern

PARTNER AND FINANCIAL ADVISOR

Born and raised in New Hampshire, Patrick moved to Scotland at seventeen to study at the University of St. Andrews and has been picking up knowledge of life on both sides of the Atlantic ever since. A Partner and Financial Advisor, he specializes in complex planning for high-net-worth clients, international estate planning and inheritance issues. Prior to working in Financial Planning, he worked for a trust and estate law firm and co-wrote the book Estate Planning to Die For. Patrick lives in Sussex with his wife and children. He gets back to New England as often as possible and is one mountain short of having hiked all 4,000 Footers of the White Mountains.

Read more… Patrick Mulhern, Beyond the Bio

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Susan Blaylock

FINANCIAL ADVISOR

Susan joined Tanager in 2019 upon moving to London. She is a Financial Advisor and has over a decade of experience in the financial services industry, mainly as a CPA. What she loves about financial planning is the opportunity to help people understand and achieve the financial goals that are most important to them. She enjoys the challenge of working with the complex situations of US expats. Susan shares Tanager’s philosophy of developing strong relationships with clients and gaining a deep understanding of their financial situations and life goals. Outside of work, Susan enjoys exploring, including hiking in the Alps, canyoning, kayaking London’s canals, cycling, and spending time with friends and family.

Read more… Susan Blaylock, Beyond the Bio

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Tori Bown

FINANCIAL ADVISOR

Tori joined Tanager in May of 2022 after moving to London in late 2021 to join her English Husband. Prior to joining Tanager, Tori worked in Dallas, Texas for a large wealth management firm for over five years where she specialized in financial planning for high net worth clients. As a Certified Financial Planner ™ , she’s developed a holistic approach to wealth management that incorporates all aspects of a person’s financial life. Tori enjoys helping clients define and achieve their financial goals by enabling them to put context around their finances.

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