ABOUT US

Simple advice for complex wealth

Wealth brings complexity – especially when it crosses borders. We simplify the challenges, freeing you to enjoy the benefits of living overseas.

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Tanager is led by dual-nationals in Britain and the US that have lived internationally. We formed Tanager to guide you on your journey to a successful financial future.

Trusted partners who can manage complex wealth

Tanager is a wealth management firm that empowers British-American families to achieve their financial goals.

We specialize in helping transatlantic families and US-connected people with diverse financial planning and investment needs. All our advisors are both US and UK qualified.

We help you plan your finances, manage your investments, and navigate the tax terrain across the two countries.

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Tanager origins

Kristopher Heck
Kristopher Heck
FOUNDER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER

The founding partners were united in a desire to start a financial planning and investment advisory business based on traditional American customer-service principles that provided a full service offering to British-American transatlantic households.

With experience working in private banking, institutional asset management, and transatlantic wealth management, the founders called upon a wide variety of experience and professional connections.

Outstanding growth

The firm’s outstanding growth has been a function of harnessing technology together with the addition of key professionals. The firm now has a solid cohort of financial advisors experienced and qualified to provide both US and UK financial advice together with a well-established investment management process supported by financial planning and client service teams.

Evidence-based investing

Managing Partner and Chief Investment Officer Kristopher Heck is a well-known proponent of evidence-based investing believing it represents the evolution of the investment process.

Evidence-based investing is grounded in academic research and argues that it is virtually impossible to consistently outperform the market over time. Instead, investors should focus on what they can control: risk and costs.

Brand genesis

Focusing on an ‘evolution of investing’ we wanted to find a link with Charles Darwin, the British scientist best known for his theory of evolution.

Finding that Finch.com was not available (famously Darwin studied finches on the Galapagos Islands as part of his research into evolution) we discovered that many of “Darwin’s” finches were reclassified as Tanagers in the 1990’s thus providing us with a name for our new business and a link to Charles Darwin and his theory.

Adventurers

We were happy to also discover that Tanagers are a diverse family of American birds. Most are non-migratory, but a few adventurers make their way to British shores.

Many of us are Americans in Britain that have lived internationally. We formed Tanager to guide you on your journey to a successful financial future.

Golden Eagle Feathers

Our History & Values

Kinship

We understand the challenges – our firm was started and is run by Americans.

Mastery

We strive for excellence and closely monitor changing tax and financial rules.

Client Service

Our proactive and efficient American-style service will remind you of home.

Freedom

We provide peace of mind freeing you to enjoy the benefits of living overseas.

Empowerment

We explain the complexities so your whole family understands their financial plan.

Meet the team

Our friendly experts

Abbas Somji
Abbas Somji

PARTNER AND FINANCIAL ADVISOR

Alistair Jackson 8165 Edit
Alistair Jackson

FINANCIAL ADVISOR

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Angela Lloyd-Read

FINANCIAL ADVISOR

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David Costello

PARTNER AND FINANCIAL ADVISOR

Gail Hamilton King
Gail Hamilton- King

FINANCIAL ADVISOR

Jeremy Bailey 8192 Edit
Jeremy Bailey

SENIOR FINANCIAL ADVISOR

Kris Heck
Kristopher Heck

MANAGING PARTNER

Kyle 4262 Edit 1
Kyle Pettigrove

PARTNER AND FINANCIAL ADVISOR

Patrick 4463
Patrick Mulhern

PARTNER AND FINANCIAL ADVISOR

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Sarah Stephenson

CLIENT SERVICE ASSOCIATE

Susan 4430
Susan Blaylock

FINANCIAL ADVISOR

Tori Bown 7230 Edit
Tori Bown

FINANCIAL ADVISOR

Meet the team
Insights

News and insights from our team

investments

Investing

Do my US Investment Accounts matter now I live in the UK?
Tori Bown

By Tori Bown

Financial Advisor

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Insights Listing Page

An interview with our Chief Investment Officer
Tanager Wealth Management

By Tanager Wealth Management

ESG Philosophy

ESG

ESG Investing Philosophy
Kristopher Heck

By Kristopher Heck

Managing Partner & Chief Investment Officer

Secure your financial future

Our team of experts are ready to discuss your financial future.

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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 8165 Edit

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 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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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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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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Sarah Stephenson

CLIENT SERVICE ASSOCIATE

Sarah is a dual US-UK citizen and currently serves as a Client Service Associate at Tanager. Originally from Texas, she has a degree in Music Education with a focus on Voice and Opera and graduated with Magna Cum Laude honors and University Scholar distinctions. In February 2024, Sarah made the exciting move to London, where she is dedicated to fostering meaningful client relationships and ensuring a smooth onboarding experience. Outside of work, Sarah is an avid songwriter, an enthusiastic reader, and loves exploring London on long walks with friends, as well as attending concerts.

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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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