Fall Update 2022

Fall Update 2022

Now that the summer season has drawn to a close, we wanted to update you on what the Tanager team has been up to over the last few months. From evolving our team and enjoying in person events to our charity endeavours, we have been very busy. 

Tanager in the Community

We believe in the importance of serving our community. This year Tanager chose to support The Soup Kitchen as part of our Tanager in the Community initiative.  

Alongside monthly volunteering efforts at the kitchen in Tottenham Court Road, employees and friends of Tanager are walking twenty miles a day for five days in April along an ancient pilgrimage route from Canterbury Cathedral to Southwark Cathedral. Originally planned for September this year, the date for this expedition was changed in light of the State funeral for Her Majesty Queen Elizabeth II falling during this time.  

The rescheduled dates are Sunday 15th – Wednesday 19th April. We are still actively fundraising and are still welcoming anybody who wishes to walk alongside us.  

TanagerCommunity Insight

The Soup Kitchen provides a vital service to those who find themselves in need in Central London. Alex Brown, CEO of The Soup Kitchen, provided us with the following statement: 

‘We have heard repeatedly from our rough sleeping friends about the need for a safe place to eat at night.With the help of our incredible partners from Tanager Wealth, we are aiming to raise £30,000 to launch an evening meal service by walking along the historic Pilgrims Way from Canterbury to London over the course of 5 days in September. We would be extremely grateful for any donation towards our goal and just as importantly, we would love for you to spend some time volunteering with us, just like our friends from Tanager regularly do. On behalf of the hundreds of people we help each week and our entire team, a very sincere thank you from the Soup Kitchen.” 

We welcome participation from our valued clients and encourage you to get in touch via walk@tanagerwealth.com if you are interested in joining us next April. 

Team

We have said farewell to a couple of team members. Shivani Hindocha (Head of Client Service) and Georgina Jones (Compliance Manager) will be missed as they move on to pastures new. We want to thank them for their outstanding service and wish them well in their new roles. Despite this sad news, our team of experts is ever evolving and expanding. We want to congratulate Harshita Bedi in her promotion to the role of Head of Client Service. Alex Eichhorn, Managing Partner, commented “Harshita has been in a client service role with Tanager since April 2020. Her diligence and attention to detail made her an automatic choice to step into the large shoes left by Shivani who we will miss as she leaves on a new adventure.”  

Mumbi Mwape has also been promoted to take on the Senior Client Service Associate role vacated by Harshita and hiring continues as we look to bring the Client Service team back to its full complement. 

The firm will also welcome a new Compliance Officer in November to pick up and consolidate on the good work started by Georgina. 

Our Office 

It is nearly a year ago since we moved to our new office at Vintners Place in the City of London. It has been great to spend time in person with our growing team and to see clients and prospective clients visit the office.  If you have not yet been to see us please do pop in and say “Hi” to the team. 

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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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Angela

Angela Lloyd-Read

FINANCIAL ADVISOR

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.

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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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Ieuan Martin

FINANCIAL ADVISOR

Ieuan joined Tanager in January 2023 to continue his career in wealth management and provide client solutions for families across the UK and the US. He has a strong background in finance, having spent 3 years as a Financial Planner after graduating from Newcastle University with a 2.1 degree in Economics and holds the Series 65 license, the CFA Investment Management Certificate (IMC), and the Diploma in Regulated Financial Planning (CII). A keen student of history, Ieuan spends his weekends either reading or watching his beloved Newcastle United.

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James Painter

ASSOCIATE FINANCIAL ADVISOR

After graduating from Oxford Brookes University in 2018 with a 1st Class Honours in Accounting & Finance, James spent 9 months traveling the United States and Australia before returning to the UK in 2019 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 in 2022, and more recently, in May 2024, joined Tanager as an Associate Financial Advisor where he will be working closely with the Senior Advisors to support them and their clients with their financial planning. James loves all things exercise-based outside of work, including running, football, snowboarding, and everything in between.

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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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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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