Tanith Cheetham
Chartered Financial Planner @Isaacs Wealth & Benefits
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WORK HISTORY
Chartered Financial Planner @Isaacs Wealth & Benefits
Coventry, GB
EDUCATION
University of Birmingham
Bachelor of Arts (hons), Hospitality and Food Management
ABOUT TANITH CHEETHAM
On my 30th birthday my Grandad sent me a card in which he’d written “I like birthdays, especially mine; it beats being dead.” He was 91 at the time. And it changed the way I view the world. Because surprisingly enough, he’s right. Life certainly beats being dead! We all know we’re going to die one day…. But on all the other days, we aren’t.So how do you really want to spend your time?What do I do? Help you realise what your priorities are Build your financial plan to help you focus on spending time dedicated to your priorities and less time considering your finances Review your plan with you on a regular basis to sense check if you’re on track, if realignment is needed, or if you want to be on a completely different pathUsually I work with individuals and families, both during their working life and life beyond work. Specialising in:🧮 Pension plans / retirement planning Passing on wealth to loved ones / estate planning / inheritance taxThe aim is to free up your time and reduce your life admin so that you can focus on what matters to you I am looking to develop relationships with: Individuals who want to improve their personal finances Businesses who want to improve their business finances Accountants and solicitorsFor further details, please message / connect with me on Linked In.I live in the lovely little town of Evesham. Outside of work, I enjoy downtime with my husband, being surplus to requirements to our teens, and watching our pup sprinting off into the distance. Now the kids are older, I’m rediscovering things I loved as a kid: reading in the garden, clay pigeon shooting, open water swimming and afternoon tea with friends.
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