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Ieuan Lewis Evan Martin

Tanager Wealth Management

London

CRD 7937339

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Employer firm

Tanager Wealth Management CRD 166084

$1.60B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Tanager Wealth Management

7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-12
  • PA RA
    APPROVED
    Since 2024-06-12

Branch Locations

7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Guildford 06/2014 10/2016
Sainsburys Burpham 10/2016 06/2018
Student Guildford 06/2018 09/2021
Bastion Financial Planning Guildford 09/2021 01/2023
Tanager Wealth Management London 01/2023 Present
Tanager Wealth Management Llp London 06/2024 Present
  • 06/2014 → 10/2016
    Student
    Guildford
  • 10/2016 → 06/2018
    Sainsburys
    Burpham
  • 06/2018 → 09/2021
    Student
    Guildford
  • 09/2021 → 01/2023
    Bastion Financial Planning
    Guildford
  • 01/2023 → Present
    Tanager Wealth Management
    London
  • 06/2024 → Present
    Tanager Wealth Management Llp
    London
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-16
  • S65 Uniform Investment Adviser Law Examination
    2024-01-16

View on SEC IAPD

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