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 our clients on how to grow and protect their assets, working with higher net worth individuals, wealthy families and successful growing businesses across the whole of Berkshire, Surrey, Oxfordshire and South Buckinghamshire.

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 & an MSc in Financial Risk Management. Before becoming a Financial Adviser, I worked as a Front Office Investment Banker with a Tier 1 bank in London, so I have first hand experience & knowledge of navigating the Financial Markets. I am also currently working towards the Society of Trust and Estate  Practitioners (STEP) Diploma.

“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

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Finance Jargon

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