Spring Update 2024

Spring Update 2024

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

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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:

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

TWW Team
Transatlantic Women’s Wealth Team

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.

 

 

Anisa Sufi

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.

 

 

Ciaran Edwards

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.

 

 

Dewi Griffiths

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.

 

 

Raquel Slater

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!

Tough Mudder VANGUARD
Tanager at the Vanguard Tough Mudder

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. 

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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 an 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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