Welcome to our latest Tanager Spring update. Read on for new expert insights, team highlights, and a glimpse into Tanager’s philanthropic efforts.

Financial Market Updates

Thanks to our clients’ feedback, the Quarterly Market Update webinar held in January 2024 was a success. The positive engagement from our clients is invaluable, and we look forward to another insightful discussion with Kristopher Heck, Managing Partner and Chief Investment Officer, and Sam Lees, Senior Portfolio Manager which is scheduled for the beginning of May. Look out for the email invitation which will be sent out in April.

Insights from our Financial Advisors

Tanager offers insights both through our Tanager Talks webinars and our Insights blog. Both are designed to introduce Transatlantic households to some of the challenges of managing a cross-border financial life and inform how our expert Financial Advisors can help with your unique financial needs. Explore some of our recent insights below:

• Navigating the UK Pensions Landscape

• Marriage and Children in the UK

Tanager Talks Webinars

The next Tanager Talk, ‘Things to Know Before Moving to the UK’, is on the 20th of March. You can sign up here or review our webinar schedule here.

Transatlantic Women’s Wealth

In late 2023 we successfully launched our Transatlantic Women’s Wealth program. Over the past few months, there has been a continuous increase in attendance at our in-person seminars and webinars. Our Transatlantic Women’s Wealth team is working towards empowering American women in the UK by fostering financial knowledge and community. Our recent session covered the intricacies of ‘Goal Setting and Financial Planning of Pensions’. The momentum continues with our upcoming event on the 19th of March, with Susan Blaylock, Tanager Financial Advisor, and guest speaker,  Charlotte Davies, who is a US Tax Director at the Tax Advisory Partnership. 

The Tanager Team

Anisa Sufi – Client Services Associate

As a law graduate with a 2:1 LLB degree, Anisa possesses a strong analytical and problem-solving skillset, which she brings to her role as a client service associate. Anisa’s academic background and previous experience in retail banking have equipped her with the ability to think critically and communicate effectively. Working in client services has provided her with an opportunity to further enhance her skills, enabling her to excel in professional endeavors. Outside of work, Anisa enjoys binge-watching sitcoms and spending time with friends and family.

Ciaran Edwards – Trainee Paraplanner

Ciaran gained his initial exposure to the financial industry at 17 through a week’s work experience at his father’s financial planning firm. This experience fueled his desire to help turn financial knowledge into solutions for clients. Ciaran holds a 2:1 degree in Accounting and Finance from Cardiff University and a Level 4 Diploma in Applied Finance from Amplify Trading, emphasizing his commitment to professional development. In his free time, Ciaran enjoys participating in and watching football. He is a star player of the Tanager Football Team and has been a season ticket holder for Tottenham Hotspur for the past six years.

Dewi Griffiths – Senior Paraplanner – Team Leader

Dewi completed his degree in History at the University of Manchester in 2004, subsequently training and practicing as a Financial Advisor in his native north Wales.  He completed his level 4 qualification in Financial Planning (CII) and moved to London, where he worked for a wealth management firm as a Paraplanner.  Dewi is also a qualified Teacher and has worked as such in both Moscow and London, teaching English and History.  At Tanager, Dewi works as part of the Financial Planning team, supporting the advisors in ensuring that our client’s financial affairs are planned and structured to support the attainment of their goals and aspirations.  In his spare time, Dewi enjoys choral singing, good food, and watching international rugby.

Raquel Slater – Trainee Paraplanner

Raquel joined Tanager in 2023 as a Trainee Paraplanner in the Financial Planning Team. With over 15 years of experience in the financial services industry, she is currently working towards her Level 4 CISI Investment Advice Diploma and is looking forward to leveraging her market knowledge and skills to help Tanager clients define and achieve their financial goals. Outside of work, Raquel enjoys pilates, running, and cycling as well as baking tempting cakes and indulgent desserts and spending time with friends and family.

Goodbyes

We said goodbye to Daniel Adetola at the end of November. Daniel worked in the Financial Planning team at Tanager for two years and we wish him all the best for the future.

Celebrations

Congratulations to Nicole Ralph, Senior Financial Advisor, on her 4th anniversary, and Alistair Jackson, Financial Advisor, for reaching an impressive 5 years with Tanager. Their commitment and expertise continue to enrich our client experience.

We also congratulate Tanager Advisor Tori Bown and her husband on the birth of their first child, Scarlett June Bown, in February.

Tough Mudder

In November, some of the Tanager Team took on and completed the a Tough Mudder event arranged by Vanguard. Well done to everyone involved!

Tanager In The Community

This year we have made donations to the charity Shelter in the UK and Project HOME, a homeless shelter in Philadelphia, USA, in lieu of sending our clients a Christmas gift at the end of 2023. We hope our contributions can make a difference to those who find themselves in need this year.

The Soup Kitchen

While continuing to support The Soup Kitchen charity through monthly volunteering efforts, in December the Tanager team delivered a bundle of items to the Soup Kitchen following a donation drive at our London office. We collected coats, jumpers, and toiletries (including toothpaste, toothbrushes, and deodorant) to help those in need. Delivering the items on a cold, wet December day brought home how difficult life is for those less fortunate than us. Tanager was proud to be one of the top three financial supporters of The Soup Kitchen in 2023.

Managing Partner, Alex Eichhorn, was invited to join a special Christmas serving at the Soup Kitchen on Saturday 15th December. Volunteers completed two servings of Christmas lunch, with all the trimmings, to over 200 guests. A string quartet accompanied the lunch and carols were sung by Cub Scouts.

To find out more about how you can help The Soup Kitchen, click here.