Response rating
7.0/10
FCA verified
19th June 2017

Alex Cheema

Independent Financial Adviser Old Bray Financial, Weir Bank, Monkey Island Lane, Bray-on-Thames, Maidenhead, Berkshire, SL6 2ED
First meeting at adviser's own cost
Alex is a Chartered Financial Planner, he serves local people & businesses across the Thames Valley.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Alexander Cheema , BSc, MSc, MSc, APFS, Certs CII (MP & ER)
Financial Adviser
Accreditations
Chartered Financial Planner
What our clients say
I initially contacted Alex about my Pensions and I’m very pleased with the advice I have received. Alex has also helped me to successfully invest a cash lump sum that was previously sitting in a 'savings account' (earning almost no interest) into an offshore bond and I'm delighted to say that I achieved over 7% return last year in what i understand to be quite a challenging market. My wife and I now both have wills, trusts and lasting powers of attorney with a clear framework in place to efficiently pass on assets to our children and grandchildren. We were surprised how practical and affordable this type of planning was as we were previously under the impression that estate planning was for ultra wealthy people only. Any time we have a question Alex is responsive, friendly and professional. We're very pleased with our decision to engage with him and haven't looked back since.
Donald, Bracknell
I recently retired as a consultant of 40 years from the NHS to pursue my private practice and needed assistance with this change. Despite being comfortable financially I had never sought proper financial advice before working with Alexander. I am happy to say that I have been pleasantly surprised and he is doing an excellent job for me. One of the things that works for me about Alexander is that, although knowledgeable about his subject, he keeps it simple and doesn't baffle you with financial jargon.
Matthias, Beaconsfield
‘After contacting a few IFAs, we decided that Alex was the most qualified local financial adviser with strong a risk management background and markets savvy and we just clicked with him immediately. My wife and I are both city professionals so we have a strong understanding of markets and finance. Alex has not disappointed and we have achieved strong growth on our portfolios. We are now working with Alex on our estate planning and insurance policies. We both agree that we have found a quality Financial Adviser in Alex who we can work with long term.’
Matt, Maidenhead
Where to find us
About us

Alex is a Chartered Financial Planner with a background in financial advice, financial risk management and front office investment banking. He also holds an MSc in Financial Risk Management from the International Capital Markets Association centre, Reading University.
Alex has lived in Berkshire for most of his life and is therefore well positioned to provide local clients with best-in-class, holistic financial advice and independent mortgage advice. He and his team act as a one-stop-shop for financial advice, providing recommendations on pensions, investments, mortgages, insurance, wills, trusts and lasting powers of attorney, tax planning and school fees planning, advice to local businesses, etc.
If you are located in the Thames Valley area and would like to speak to a highly qualified, local, personable advisory team with expertise across multiple product areas, please visit www.alexcheema.com to find out more information.

Our services

Financial planning and wealth management;

Investment and pensions specialist;

Wills, trusts & lasting powers of attorney - Estate planning;

Mortgage advice and brokerage;

Trust and Tax planning;

Insurance brokerage – life cover, critical illness, key person cover, shareholder protection;

School fees planning;

Equity release advice and brokerage;

Business consultancy;

Automatic Enrolment advice and Group Protection schemes for SMEs.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

Alex Cheema is an FCA registered Chartered Financial Adviser through Old Bray Financial Ltd.

Old Bray Financial a 'restricted financial advisory firm' and a whole of market mortgage brokerage. This simply means that we typically work from a panel of approved providers where a strong due diligence process has already been carried out across all products and providers on the panel. This gives our clients peace of mind that our recommendations are bulletproof, properly researched and properly underwritten. The fact is, we can recommend off panel products from the whole of the market, if it is suitable for our clients, so, we have absolutely no bias toward any product or provider. We work for our clients and only represent our clients' best interests. Another benefit of working from an approved panel is that our wide range of on panel partners typically offer preferential terms and pricing to our clients. We have made a conscious choice to be a restricted plus advisory firm, where the 'plus' part means Whole of Market (WoM), as we strongly believe it provides best value for our clients, in terms of cost to you, the quality of advice, the advisory process and the underwriting of advice.

Similar advisers near you

Independent Financial Adviser 1.89 mi
Pensions specialists with 34 years’ experience, no enquiry too big or too small. All types of pension queries considered.
 
Independent Financial Adviser 2.01 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
 
Independent Financial Adviser 2.24 mi
Clear, informed financial advice for all of your needs delivered in a manner that is easy to understand.
 
Independent Financial Adviser 2.36 mi
We offer comprehensive financial planning in all aspects of personal and business finances.