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14yrs

Patrick Mulhern

Full name on record: Patrick C Mulhern

Financial advisor at Tanager Wealth Management

Patrick Mulhern has worked in the financial industry for 14 years and is a fiduciary financial advisor. Patrick has been with Tanager Wealth Management since 2020; before that, Patrick spent four years at UBS Financial Services and a year at Merrill. Tanager Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

London, null EC4V Fiduciary advisor
Call the officeDirections

At a glance

Experience14 years (since 2012)
How that compares ?More experience than 69% of advisors at Tanager Wealth Management
Office7th Floor, East Wing Vintners Place, 68 Upper Thames Street, London, null EC4V
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.65 million
Advisors at the firm13
States licensed ?1 state

Services through Tanager Wealth Management

Financial planningInvestment management for individuals and small businessesRetirement plan consulting

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2020 – now
  2. 2013 – 2017
  3. Oct 2012 – Dec 2013
    MerrillPreviously

Contact Patrick

020 3965 6330Tanager Wealth Management main office 7th Floor, East Wing Vintners Place, 68 Upper Thames Street
London, null EC4V Office · Get directions Firm websiteHTTP://WWW.TANAGERWEALTH.COM

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Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Patrick

How do I contact Patrick?

Call Tanager Wealth Management at 020 3965 6330 and ask for Patrick Mulhern. Patrick works from the London, null office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2012, about 14 years. More experience than 69% of advisors at Tanager Wealth Management.

What licenses does Patrick hold?

Series 65, Series 66. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Patrick paid?

Tanager Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.