Tanager Wealth Management
Tanager is a wealth management firm that serves British-American families. They focus on assisting transatlantic families and US-connected individuals with various financial planning and investment needs.
- Financial Planning
- Investment Management
- Philanthropy & Giving
- ESG Investing Approach
Locations
Digital Popularity
Popularity over time
Competitors
Ovation is a Bristol-based Chartered Financial Planning firm with over 20 years of experience, dedicated to helping clients use their wealth to enhance their lives.
Company Details
Tanager Wealth Management is operated by Tanager Wealth Management LLP and is a Active company incorporated on 18 July 2012 with the registered office located in Reading, Oxfordshire. Tanager Wealth Management LLP was registered 13 years ago.
Status
Active
Size
Small
Directors
6
Age
13 years old
Employees
30
Turnover
£6.75M
Total Assets
£1.52M
Cash in Bank
£1.07M
Total Liabilities
-£451.9K
Teams
32
15
13
5
2
7
Partner
Partner • Joined Jan 2021
Managing Partner • Joined Feb 2013
Executive Assistant • Joined Jan 2025
Compliance Manager • Joined Oct 2022
Portfolio Manager • Joined Sep 2023
Client Service Manager • Joined Sep 2022
Office Manager/PA • Joined Aug 2021
Financial Planning Team Manager • Joined Apr 2020
Partner, Advising US Expatriate Households In The UK • Joined Mar 2014
Senior Investment Associate • Joined Sep 2020
Investment Associate
Investment Associate • Joined May 2024
Investment Associate • Joined Feb 2025
Associate Financial Adviser • Joined Mar 2025
Associate Financial Advisor • Joined May 2024
Associate Financial Adviser • Joined Mar 2025
Financial Advisor • Joined Oct 2022
Paraplanner • Joined Mar 2025
Financial Advisor
Managing Partner • Joined Feb 2013
Compliance Manager • Joined Oct 2022
Portfolio Manager • Joined Sep 2023
Client Service Manager • Joined Sep 2022
Senior Planner - Team Leader • Joined Feb 2024
Partner
Partner • Joined Jan 2021
Technology Specialist • Joined Jan 2025
Technology Consultant • Joined May 2023
Associate Financial Advisor • Joined May 2024
Financial Advisor • Joined Oct 2022
Paraplanner • Joined Mar 2025
Financial Advisor
Financial Advisor • Joined Aug 2024
Financial Advisor • Joined Dec 2021
Executive Assistant • Joined Jan 2025
Office Manager/PA • Joined Aug 2021
Financial Planning Team Manager • Joined Apr 2020
Partner, Advising US Expatriate Households In The UK • Joined Mar 2014
Marketing & Event Coordinator • Joined Feb 2024
Research And Reporting Associate • Joined Apr 2023
Apprentice Paraplanner • Joined Aug 2023
Employee
Freelance Writer
View 32 members