Independent, Chartered Financial Adviser in Wokingham, Berkshire serving local people
Pensions, Investments, Retirement Planning, Business Advice, Tax Advice, Wills, Trusts & LPAs, Insurance Brokers, Inheritance Tax Planning
Alex Cheema is a Independent Financial Adviser serving local private clients, families and small to medium sized companies (SMEs) across Wokingham and the Thames Valley. Alex and his team provide the expertise, know-how and guidance so you can have confidence when making important decisions about your future.
Alex Cheema is an IFA serving local private clients, families and small to medium sized companies (SMEs) across Wokingham and the Thames Valley. Alex and his team provide the expertise, know-how and guidance so you can have confidence when making important decisions about your future.
Helping People Make Good Life Decisions
I AM A CHARTERED, INDEPENDENT FINANCIAL ADVISER WITH 25 YEARS OF EXPERIENCE. I HAVE NO LINKS TO ANY NETWORK OR FINANCIAL INSTITUTION. I WORK SOLEY IN MY CLIENTS’ BEST INTERESTS. I FIND THE MOST SUITABLE SOLUTIONS FOR MY CLIENTS FROM THE WHOLE OF THE MARKET AND I ENSURE MY RECOMMENDATIONS REMAIN SUITABLE ON AN ONGOING BASIS.
360 degree planning
Alex is a long standing local himself and specializes in providing holistic financial advice which includes working closely with Accountants and Solicitors to provide thorough best in class advice. He has a background in financial advice, front office investment banking and risk management.
Holistic financial advice includes multiple advisory areas such as retirement planning, including pension and investment advice, retirement planning advice and insurance brokerage. Also, taking into consideration tax and legacy planning. Lasting Powers of Attorney, Business Advice.
Who Do You Typically Work With?
The types of clients that typically reach out to me are Employed or Self-Employed high earners; Ltd Co. Directors looking for a holistic joined up long term financial planning partner; People looking to consolidate multiple pensions; People looking looking for help with income protection insurance brokering and structuring. 20 to 50 somethings who have had a OMG moment and want help planning for retirement;. People who want help over the long term in building and protecting wealth. People looking for help with the property and interest rate environment from a financial advisor thus getting a fuller picture and making more informed decisions. Successful business owners looking for help with business insurance, pensions and investments and strategy for themselves and key employees, again, this list is not exhaustive
Get In Touch:
If you are based in or around Wokingham, Berkshire (we also do home visits) and would like to speak to Alex for help with financial advice, you can reach him on 01628 308 138 or email him at alex@alexcheema.com
We have an office at Markham House, 20 Broad St Wokingham, Berkshire RG40 1AH and we do home visits too.