Alex Cheema has over a decade of experience successfully advising and helping clients grow and protect assets.
Alex works with individuals, families and businesses across the whole of Berkshire, South Buckinghamshire and West London.
He has two master’s degrees, most notably in Financial Risk Management (FRM) and is soon to complete his Chartered Financial Planner (CFP) qualification.
Before becoming a financial adviser and wealth manager, Alex worked as a front of office investment banker for a major bank in the City of London. Having had extensive experience working in the financial markets Alex is well positioned to advise both private clients and businesses on matters relating to pensions , investments , insurance, tax and business structuring.
Alex lives in Berkshire and is married with two children, he enjoys playing golf and is a keen fly fisherman.
“I am passionate about my work, I take pride in what I do and I genuinely care about the people I work with. We take the greatest care to ensure best quality advice and the highest of standards giving you the tools and confidence to make the right decisions about your and your loved ones’ future. Statistically, the majority of financial advisers are coming towards the end of their careers, so if you are looking to build a long term professional relationship and work with a dynamic, local advisory firm, the team and I at Old Bray Financial would be delighted to hear from you.”
Alex Cheema, BSc (Hons), MSc 2 , DipPFS, Certs CII (MP & ER)
To find out what clients say visit Alex’s LinkedIn profile .
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From the Blog
- UK Post-election thoughts
- Recent Developments to the Russia-Ukraine conflict. Is your money safe?
- Why home buyers need to keep control to succeed
- Berkshire
- Maidenhead
- Bray
- Windsor
- Ascot
- Reading
- Slough
- South Bucks
- Beaconsfield
- Bourne End
- Gerrards Cross
- Marlow
- Henley-on-Thames
- Virginia water
- West London
- Paddington
- Holland Park
Telephone: 01628 308 138
Mobile: 07787 312 978
regulatory information
Alex Cheema is a trading style of Old Bray Financial Ltd which is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.
Copyright © 2015 Alex Cheema
The value of pensions and investments and the income they produce can fall as well as rise. Tax treatment varies according to individual circumstances and is subject to change. Estate planning, wills and LPAs are not regulated by the FCA.