Spring Update 2023

Spring Update 2023

With Spring just around the corner, welcome to our regular update on the Tanager Team.

Tanager Team

Our team continues to  grow as we welcome two new members to our expert Financial Planning team, Travorn Brown and Ieuan Martin. Ieuan joins us from an Surrey-based IFA, whilst Travorn, a student of psychology, is starting out his financial planning career at Tanager. Natasha Parkes and Oliver Brading also join our Client Service team assisting our clients during their onboarding experience and the servicing of their accounts. Natasha brings with her valuable operations experience and an Account-Portfolio Management background. Oliver is just beginning his career in financial services with us here at Tanager, having previously worked in a variety of client facing roles.

We said goodbye to Nikita Edwards at the end of 2022. We wish him the best of luck in his new role in private banking!

Congratulations to to Tanager Partner Abbas Somji and his wife on the birth of their first child, Mila, in January.

Tanager Talks Webinar Program

The firm has started a regular program of webinars. The goal is to discuss key issues and challenges faced by US and UK taxpayers resident in the UK and the USA.

Topics already discussed include UK Pensions for US Residents and Financial Planning and Investments for US Citizens in the UK

The next webinar addresses 529 Plans for US citizens in the UK and will be held on 21st March. You can sign up here.

To view our webinar program and sign up to further dates, please visit our Tanager Talks page. We encourage you to submit relevant questions to be answered by our experts.

Tanager in the Community

The rearranged charity fundraising walk draws closer. A team of walkers including Tanager Managing Partner Alex Eichhorn, The Soup Kitchen (London) CEO Alexander Brown and lead walker Roger Saller will set off on Saturday April 15th from Canterbury Cathedral. Five days and about 100 miles later they will finish at Southwark Cathedral having followed the ancient Pilrgims Way.

Tanager colleagues, clients and professional advisors from Tanager’s network will be joining the main walking party each day. There are plenty of spaces open and plenty of time to sign up. For more information please visit our dedicated Tanager Walks page on our website where you can view the itinerary. All we ask is that you are reasonably fit and are able to walk 20 miles in about 8 hours and are prepared to contribute to our fundraising effort. If you would like to support us in reaching our target fundraising total of £30,000 you can also donate via this page.

The team were devastated by the death and destruction caused by the earthquakes in Turkey and Syria. Over 50,000 people have been killed and the earthquake has affected an area a huge area that includes 113 million people. The UK Disasters Emergency Committee have launched an appeal to raise money to support search and rescue, medical treatment, shelter and supplies. The partners at Tanager offered to match employee donations up to £20 in aid of this cause raising over £500

We encourage you to follow the link below and donate what you can to this effort:

https://donation.dec.org.uk/turkey-syria-earthquake-appeal

Further articles on Investing

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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

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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