Tanith Cheetham

Tanith Cheetham

Paraplanner
Cheltenham office

About me

I am a paraplanner, working alongside the Financial Planners in the Cheltenham office. My role focuses on research and analysis, preparing client reports, providing technical support and being a second point of contact for our clients. We aim to deliver holistic financial planning advice to our clients with an emphasis on retirement and estate planning.

Background/Experience

I joined the Investec team in 2018, having been in the profession since 2009. I have worked across all areas of financial planning, developing my knowledge and skillset in producing financial plans for our clients. I enjoy being able to help others achieve financial wellbeing; identifying how they wish to use their money in order to enjoy their desired lifestyle and then implementing a plan to achieve this.

Qualifications:

  • Diploma in Regulated Financial Planning
  • Certificate in Pension Transfer Advice
  • Award in Long Term Care Insurance
  • Certificate in Discretionary Investment Management

My interests

Outside of work I enjoy spending time with my family, exploring the countryside and learning new cooking techniques.

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I'm also an expert in...

Hunting down bargains in antique stores in and around the beautiful Vale of Evesham.

Countryside hills
Tanith Cheetham

Investec Financial Planners are able to work closely with the Investment Management team using our combined skills to produce a bespoke plan for our clients.