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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I advise and help clients grow and protect their assets, and work with individuals, families and businesses across the whole of Berkshire, Surrey, Oxfordshire and South Buckinghamshire.

I am a Chartered Financial Planner (CFP), have a Master’s degree in Financial Risk Management, Bachelor’s and Master’s degrees in the sciences, and am continually studying for ongoing professional qualifications with the CII (Chartered Institute of Insurers).

Before becoming a financial adviser and wealth manager, I 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 I am well positioned to advise both private clients and businesses on matters relating to pensions, investments, insurance, tax and business structuring, mortgages and estate planning.

“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. If you are looking to build a long term professional relationship with an experienced, dynamic, local advisory firm, we would be delighted to help”

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.

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Finance FAQs

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

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Finance Jargon

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

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