Alex Cheema


Formerly a front of office Investment Banking Professional for a major city bank, Alex is a Chartered Financial Planner with a Masters Degree in Financial Risk Management, Alex and his team offer a holistic financial advisory service, in every aspect of financial planning.

Alex Cheema

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

The value of pension and investments and the income they produce can fall as well as rise.

Savings & Investments

Whether you are saving for a specific purpose or building a pot of money for use at a later date, we can help you make an informed decision based on clearly understanding your financial situation, your goals and how much risk you are prepared to take with your money.  We can help you identify an action plan that is right for you, and, as your circumstances change, can help you review all of this on a regular basis.

Pension Planning

Pensioners now have complete freedom to draw down as much or as little of their pension pot as they want, anytime they want.  But while retirement freedom creates more choice, it brings with it more risk.  We also live in era where we live longer, are retired for longer, and need to make our savings last for longer.  We can take you through the choices on offer, so you can approach retirement feeling more informed through the right preparation and advice.


You are probably familiar with protecting your property using buildings and contents insurance, but what about protection of your greatest assets – you and your family?  We can advise you on the options available for protecting your home and your standard of living in the event of an accident, a serious illness or death.

Business Planning

In our experience, firms that have a spectrum of quality group benefits in place, tend to have a higher percentage of long serving employees. We can provide expert help with structuring employee pension schemes and insurance solutions, considering your business’s financial circumstances and objectives.

Estate Planning

Preserving your estate is all about protecting your assets, and ensuring the right money goes to the right people at the right time.  We can help you with estate planning advice on wills, inheritance tax, trusts and lasting and enduring powers of attorney, to ensure your estate is dealt with exactly as you wish when you die.


Whether you are thinking of re-mortgaging your property, moving home, or borrowing to invest in rental properties, trying to determine which deal is the right one for you and your specific circumstances can be difficult. We can help you with the tricky process of not only getting a mortgage, but getting the right mortgage, ensuring you are not paying more than you have to.

Your life Journey

As you go through life, your priorities and goals change. Here we take a look at your life’s journey and the key financial planning considerations at each stage.

What is unique about my advice offering?

Whether you are an individual or a business looking for advice, you can feel comfortable entering into a professional relationship with assurance, knowing that you will get good value for money.

You can feel confident knowing you are working with a pensions, investments, financial markets and Risk Management expert who holds an MSc in Financial Risk Management and who has worked in both a Risk Management and front office capacity for a major city investment bank.

My team of four and I are all local, highly qualified professionals providing comprehensive (holistic) 360 degree joined up financial advice, meaning we cover all things financial, across financial advice, accountancy and legals, so you won’t miss anything out of your financial planning strategy.

If you are a business owner, you can have confidence speaking to me; As a like minded successful business owner myself, I understand what is required to build a successful business and to retain, protect, manage and grow wealth.

Not sure what to ask?
Call today on 01628 308138

Financial Planning for People & Businesses Across the Thames Valley

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Finance FAQs

A list of clear answers to questions frequently asked by my clients

FAQs for you

Finance Jargon

A simple guide to help clarify the confusing terms and financial jargon

Helpful Terms
Chartered Financial Planner – Pensions & Retirement | Wills & Trusts | Tax | Mortgages & Insurance