Alex Cheema, Chartered Financial Adviser

Financial Planners
Weir Bank, Business Centre, Monkey Island Ln, Bray, Maidenhead SL6 2ED
01628 308138 Directions

Ratings

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Opening Times

Monday
09:00 - 17:30
Tuesday
09:00 - 17:30
Wednesday
09:00 - 17:30
Thursday
09:00 - 17:30
Friday
09:00 - 17:30
Saturday
09:00 - 13:00
Sunday
Closed

Most Recent Comments

  • April 2023
    We have worked with Alex for a long time now and would highly recommend him. He is extremely knowledgeable about all aspects of financial planning and always takes the time to find an individual, tailored approach to our personal circumstances. His advice is always accurate, well considered and aimed clearly at providing... read full comment
  • April 2023
    Excellent financial and long-term planning advice from Alex Cheema at Old Bray Financial.I have been a client of Alex's for almost 10 years and in that time his advice for long-term financial security (both personal and professional) has always been of the highest level.Alex has extensive knowledge of the financial industry... read full comment
  • March 2023
    Alex Cheema has been involved with our Financial Planning for coming up to 10 years, and that means a lot.During this time we have found Alex’s experience to be both invaluable and reassuring. He has the ability to clearly articulate financial matters in a way that the layman can understand, whilst being neutral and factual.His... read full comment

More Comments(29)

From Alex Cheema, Chartered Financial Adviser

I am a Chartered Financial Planner with a degree in Chemistry, an MSc in Organic Chemistry & a MSc in Financial Risk Management. Before becoming an Adviser, I worked as a Front Office Investment Banker during the financial crisis of 2009 so I have first hand experience of navigating challenging Financial Markets. I provide a meaningful & profitable service to my clients, helping them to grow & protect their assets with due care & agility. As a prospective client it helps to have enough disposable income in order to fund your portfolio and utilise your tax allowances, which in turn will enable you to achieve your long term financial goals.

Other Information

Products and services: Pension planning - Personal & Business, Investments, Estate Planning; Wills & Trusts, Business Insurance, Wealth management, Regulated investment advisory, General tax mitigation through efficient planning, Business (SME) financial advisory and consultancy, Personal & Business Insurance policies, life insurance, income protection insurance, School fee planning, General financial advice and support, Child trust funds, Auto Enrolment, buy to let mortgages, pensions, tax planning, Key Person Cover, Cross Option Agreements, SME Group Benefits, mortgages, mortgage advice, finance brokers, limited company advice, mortgages for directors, limited company mortgages, pensions limited companies, Lasting Powers of Attorney, Financial Planning, Financial Consultants, Equity Release, Investment Consultants, Investment and Trust Companies, Financial Advisor, Financial Adviser, Financial Planners, 360 financial planning, Holistic financial planning, Chartered Financial Adviser
  1. Maidenhead, Berkshire

Alex Cheema, Chartered Financial Adviser

Financial Planners in Maidenhead Weir Bank, Business Centre, Monkey Island Ln, Bray, Maidenhead 01628 308138

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