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
Response rating
10/10
FCA verified
23rd April 2018
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
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.

- 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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