Fall Update 2024
Welcome to the Tanager 2024 Fall update. Here you can find all our latest insights and team news.
Tanager in the News
In July we partnered with Financial Software Limited to utilise their CGiX software. The aim is to improve our UK tax reporting for US brokerage accounts for our clients and provide the data in the best format possible. You can find out more about this partnership here.
Insights from our Specialists
This quarter, Tanager has four new expert insights to share with you. The first Insights of our new series, Financial Planning Fundamentals, have been released. This program will provide regular Insights into the basics of financial planning.
We also interviewed Amy Morton, certified Expat Coach and Consultant about the challenges US/UK Expats face in the transatlantic space. Explore these recent articles below:
Things to Know Before Moving from the US to the UK
Interview with Certified Expat Coach, Amy Morton
Financial Planning Fundamentals – What, Why and Who?
Financial Planning Fundamentals – Implementing SMART Objectives
Tanager Talks Webinars
The next Tanager Talk in our series will be with Partner & Financial Advisor, Kyle Pettigrove, on UK Pensions for US Residents on Wednesday, November 6th 2024 – 4:00 PM (GMT). Sign up here.
You can view our full webinar schedule here.
Transatlantic Women’s Wealth
Following the success of our Transatlantic Women’s Wealth program last year, we will be re-booting the program again in Q1 2025 with a new series of talks and inviting along expert guest speakers. We will be sending an invitation to our clients with the information for our first event. The seminar will be followed by a light lunch to give participants the opportunity to network.
Please feel free to invite any friends or family you believe may benefit from our seminars.
The Tanager Team
New Office
We’re pleased to announce the opening of Tanager’s second US office in Houston, Texas. Led by Partner and Financial Advisor Abbas Somji, this expansion will allow us to serve more Americans and Brits in the US who face the challenge of finding robust and holistic advice on both US and UK pensions.
Tough Mudder
In September, the Tanager Team took on the challenge and conquered the Vanguard Tough Mudder in Sussex! We joined over 1,500 peers, colleagues, and industry friends to get active with Vanguard at this great event. Thank you, Vanguard, for hosting, and well done to everyone who participated.
New Hires
Jamil Issifu – Investment Associate (UK Office)
Jamil joined Tanager’s Investment team in 2024 as an Investment Associate. In his role, he leverages his experience and analytical skills to support the firm’s portfolio management. Prior to joining Tanager, he worked for a private and merchant bank in their investment team, with a focus on portfolio management and analytics. Jamil ensured clients’ investments were optimized and aligned with their financial goals.
James Painter – Associate Financial Advisor (UK Office)
After graduating from Oxford Brookes University in 2018 with a 1st Class Honours in Accounting & Finance, James spent 9 months traveling before returning to the UK to embark on his career in Financial Planning. Since then, James went on to obtain the coveted (CII) Level 4 Diploma in Regulated Financial Planning, and more recently, joined Tanager as an Associate Financial Advisor.
Sarah Stephenson – Client Service Associate (UK Office)
Sarah is a dual US-UK citizen and currently serves as a Client Service Associate at Tanager. Originally from Texas, she has a degree in Music Education with a focus on Voice and Opera and graduated with Magna Cum Laude honors and University Scholar distinctions. In February 2024, Sarah made the exciting move to London, where she is dedicated to fostering meaningful client relationships and ensuring a smooth onboarding experience.
Angela Lloyd-Read – Financial Advisor (UK Office)
Having worked with private clients for almost 25 years, Angela has helped a diverse range of clients improve their financial well-being. A Chartered Financial Planner and Fellow of the Personal Finance Society, she is passionate about the importance of relevant and ongoing financial planning, and the difference it can make to the lives of individuals and families alike. As a member of Resolution, she works with solicitors and mediators to improve financial outcomes for clients going through divorce or separation. By communicating complex ideas simply and setting out clear priorities, Angela allows clients to concentrate on their other concerns at this time. In her free time, Angela enjoys exploring London’s museums and galleries and being creative in the kitchen for the benefit of friends and family.
Ben Phillips – Paraplanner (US Office)
Born and raised in Lymm, England, Ben moved to the US in 2014 to attend university in Minnesota and Ohio. He then remained in the US for work and is now a permanent resident living in New Jersey with his wife and daughter. Ben joined the Tanager Philadelphia office in May 2024 and currently holds multiple U.S financial services licenses, as well as over eight years of financial services experience. Since Ben knows what life is like as a British expat living in the United States, he looks forward to leveraging his personal experience to provide unique wealth management and financial planning solutions to individuals and families walking the same path.
Promotions
A huge congratulations to Marta de Gouveia, our Head of Financial Planning, who has accepted an invitation to join the Tanager partnership.
As a result of substantial growth over the last three years, Harshita Bedi has taken up a new role as Business Manager. Harshita will focus on supporting the leadership team in the general management of the business with a focus on HR, project management, business process and platform relationship management. This promotion recognises Harshita’s experience as Client Service Team Leader and her knowledge and understanding of Tanager’s processes.
Mumbi Kimuisi steps up to replace Harshita as Client Service Team Leader after successfully supporting Harshita for the last two years.
Finally, we are pleased to announce that Ieuan Martin has taken up a new role as a Tanager Financial Advisor. Ieuan, in his previous role as a Paraplanner, demonstrated an ability to understand client situations and apply his extensive financial knowledge and expertise to develop tailored solutions that address their specific needs.
Congratulations
We would like to congratulate Susan Blaylock and her husband Kevin, on the arrival of their son, Percy, in October.
Goodbyes
We said our goodbyes to Krishna, Jacob, Nicole and Jeremy over the past few months. Each of them was a great asset to Tanager and we wish them all the best for their futures.
Tanager In The Community – The Soup Kitchen
The Team at Tanager is supporting The Soup Kitchen charity (London) as part of our Tanager in the Community initiative. Every month, two members of our team head over to Tottenham Court Road and support the kitchen by preparing and serving meals to the homeless, elderly, lonely, and vulnerable individuals in London.
To find out more about how you can help The Soup Kitchen, click here.
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