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Office Hours: Moving your business in the USA

March 29, 2018 @ 1:00 pm - 4:00 pm BST


Our Office Hours are a great way to get very specific advice on business challenges you face on a daily basis. Covering a variety of specialised areas, the session will consist of half an hour 1 on 1 with a domain expert. This time around we’ll be welcoming David Costello from Tanager Wealth Management.

Tanager Wealth Management is a UK-based wealth management firm which is authorised and regulated in both the UK and the USA. They specialise in providing financial planning and investment advice to Anglo-American households in the UK and the USA. Tanager Wealth Management’s financial advisors are American citizens living in the UK, and so inherently understand what it means to live a trans-Atlantic life. They can advise on financial planning, investment, birds eye view and philanthropic advice.

Tanager can also advise on issues wit personal finance, visas and taxes, currency, pension planning and general financial planning for British nationals who settle in the USA, marries and has children who will be US citizens.

David arrived in the UK on New Years 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 all the while navigating the US / UK tax and investment landscape. David began his career in financial services in 2000. In the last 14 years he has specialised in helping affluent families and business owners make great financial decisions through a comprehensive planning process. Most recently, Dave led a team of financial planners with Commonwealth Financial Group located in Boston.

Book your 1-2-1 slot below. For the access code you can email perdie.alder@techhub.com


March 29, 2018
1:00 pm - 4:00 pm
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