Alex Cheema Chartered Financial Planner

Independent Financial Adviser  Old Bray Financial, Maidenhead, Berkshire, SL6 2ED
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FCA authorised
Last authorised 26th October 2020
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We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Alexander Cheema , BSc, MSc, MSc, APFS, Certs CII (MP & ER)
Financial Adviser
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 <url hidden> 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.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

Old Bray Financial, Weir Bank, Monkey Island Lane, Maidenhead, Berkshire, SL6 2ED

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