About Alex Cheema

Drawing on a wealth of experience, I can help you navigate through the complexities of managing your personal and business finances, and ultimately help achieve your financial objectives.

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-> The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

I advise our clients on how to grow and protect their assets, working with higher net worth individuals, wealthy families and successful growing businesses.

I am a Chartered Financial Planner which is an exclusive title only awarded by the Chartered Insurance Institute (CII) to individuals and firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the Code of Ethics & Conduct of the awarding body reinforcing the highest standards of professional practice in our business dealings.

I also have a BSc (Hons) in Chemistry & Pharmacology, an MSc in Organic Chemistry and an MSc in Financial Risk Management. Before starting up my business, I worked as a Front Office Investment Banker during the financial crisis of 2009 and beyond so I have first hand experience of navigating challenging Financial Markets. Earlier in my career I worked in strategy consulting and as a research scientist for Pfizer in Germany.

I am currently working towards the Chartered Market Technician® (CMT) qualification which is a means to further develop technical analysis in the investment process for my clients. This in conjunction with strong macro analysis, understanding of and feel for the financial markets and global political backdrop.

“I am passionate about my work, I take pride in what I do and I genuinely care about the people I work with. My team and I take the greatest care to ensure we provide the best quality financial advice with a focus on the highest of standards of professionalism, ethics and financial know-how. My aim is to give you the tools and confidence you need to make the right decisions about yours and your loved ones’ future.”

Alex Cheema, BSc (Sciences), MSc (Sciences), MSc (Financial Risk Management), APFS, Certs CII (MP & ER)

To find out what clients say visit Alex’s LinkedIn profile.

A CAbout Alex Cheema