Response rating
10/10
FCA verified
15th January 2018

Alex Cheema Chartered Financial Planner

Financial Adviser (Restricted Whole of Market) Old Bray Financial, Weir Bank, Monkey Island Lane, 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
Alex and his team have secured everything that they promised. From a mortgage, to wills to health insurance. Very communicative and the speed of returning calls and emails is a big plus. I will certainly be using him in future as there are many facets to his portfolio that require my attention from a financial well-being point of view. He has a breadth of knowledge in many financial markets which help by making him a single point of contact for all my financial needs. I would not hesitate to recommend his services to friends and family.
Mandeep, Maidenhead
I started working with Alex in April 2015 as I needed advice on the new pension rules that were brought in by the Government this year. After an initial phone conversation we arranged a meeting at my home. Alex listened to what I wanted for myself and my future and then took time to explain, in plain English, the ins and outs of the new pension rules. He explained the risks, tax liabilities and so on. He made a couple of interesting points that I would never have thought of. He was never in a hurry and I felt he was looking after my interest first and foremost. Alex is very knowledgeable and his expertise was plain to see. I never felt under any pressure to make any quick decisions or rash choices and this was all for free with no pressure to commit one way or the other. His attitude to risk was very helpful. Alex always answered my call and emails promptly. He kept me updated on the whole process and chased up pension companies when they were unnecessarily dragging their heels. Alex Cheema is now my financial adviser and I would highly recommended Alex Cheema and Old Bray Financial to anyone looking for any form of financial advice.
Mark, Windsor
We have had the pleasure of working with Alex for several years now, and we can honestly say it's been the best financial decision we've ever made. What has impressed us from the start is his enthusiasm in finding the right solution for us, tailored to our individual requirements and circumstance. His extensive knowledge of financial matters and his ability to look at the bigger picture has helped us to provide exactly the right amount of cover we need, combined with setting up a very efficient and effective means of saving for our future. But more than that, he's just a thoroughly likeable, decent (and not to mention patient!) person who is very easy to get along with. It is extremely reassuring to know that our finances are in such safe hands!
Edward, Henley
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 whole of market 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 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 Planner through Old Bray Financial Ltd.

- Your home may be repossessed if you do not keep up repayments on your mortgage.

- The value of pension and investments can fall as well as rise. You may get back less than you invested.

- Tax treatment varies according to individual circumstances and is subject to change.

- Will Writing, Lasting Power of Attorney, Tax Planning, Estate planning, Trusts and Auto Enrolment are not regulated by the Financial Conduct Authority .

- Will writing and Lasting Powers of Attorney are not part of the Intrinsic compliance offering. Intrinsic accept no responsibility for this aspect of our business.

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