Tanager Wealth Management Business As Usual
The Partners at Tanager took the decision to implement remote working for our team from Monday 16th March before the official lockdown in the UK began. We felt it was important to ensure the safety and wellbeing of not only our team but also our clients, prospects, professional contacts, suppliers and other visitors to our office.
Since we started our business in 2012 we have concentrated on leveraging technology to improve how we work. This means that we were well placed to allow all of our team to quickly set up at home and continue to look after our clients.
We very much remain open for business and in many ways have not been busier. Given the circumstances, we have decided that, until the situation improves, we will encourage meetings to be held using video conferencing tools and to minimise unnecessary contact.
Our primary concern remains ensuring that we continue to help our clients with their financial lives. We are in daily contact with the custodians we work with to ensure we can process client requests such as transferring and receiving funds, placing trades and processing regular instructions.
We have updated our website to include direct telephone numbers for our financial advisors on their bio pages which can be found here. We continue to monitor our generic email address firstname.lastname@example.org for messages.