Alex Cheema, Chartered Financial Adviser
About the Business
Alex Cheema, Chartered Financial Adviser is an esteemed financial institution located at Weir Bank, Business Centre, Monkey Island Ln, Bray, Maidenhead SL6 2ED, United Kingdom. Our institution specializes in providing top-notch accounting, finance, insurance services to our clients. Our comprehensive financial services are tailored to meet the needs of individuals, businesses, and organizations of all sizes.
As a highly-rated establishment, Alex Cheema, Chartered Financial Adviser boast of a team of highly trained, experienced, and licensed financial advisors. Our team of experts is well-versed in the latest financial management principles, standards, and practices. They are committed to delivering top-quality services to our clients while ensuring that their goals are achieved.
At Alex Cheema, Chartered Financial Adviser, we believe that financial planning is not just about investment advice; it entails a holistic approach to managing finances. This belief is what drives our approach to service delivery. We are committed to offering our clients personalized finance management solutions that are tailored to their unique needs, goals, and objectives. Our services include investment management, retirement planning, insurance management, tax planning, and much more.
Our insurance agency is designed to help our clients protect their families, businesses, and assets from financial risks. We collaborate with some of the leading insurance providers in the UK to provide our clients with comprehensive insurance coverage that matches their needs.
Alex Cheema, Chartered Financial Adviser is a point of interest for businesses and individuals in Maidenhead and beyond. Our services are geared towards helping our clients improve their financial position, secure their future, and attain financial freedom. Contact us today to learn more about our services and how we can help you achieve your financial goals.
Photos
Location & Phone number
Weir Bank, Business Centre, Monkey Island Ln, Bray, Maidenhead SL6 2ED, United Kingdom
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
9:00 AM - 1:00 PM
Sunday:
Closed
Reviews
"Excellent financial and long-term planning advice from Alex Cheema at Old Bray Financial. I have been a client of Alex's for almost 10 years and in that time his advice for long-term financial security (both personal and professional) has always been of the highest level. Alex has extensive knowledge of the financial industry and patiently distils complex topics into clear, understandable and plain English. Alex provides regular communications helping to stay abreast of changes in the economy/financial markets. In recent years of economic instability, the updates, which are always informative provided much needed reassurance. I can highly recommend Alex and his team at Old Bray Financial."
"Alex is a very knowledgeable advisor who also is a great listener. I have found him empathetic to my own changing circumstances and he provides advice and potential solutions as needed. I am pleased that his advice is constantly changing with the ever changeable world. I would recommend Alex to others."
"Alex is a top draw financial consultant who has dealt with our wealth management and retirement planning for over 5 years, with excellent results. Super switched on about the markets and funds, and available for any question/query/advise. I would highly recommend Alex if you want to have a smart guy working with you and your finances."
"Since I first started working with them in 2016, Alex and the team at Old Bray Financial have worked hard for me: initially delivering a holistic, comprehensive financial strategy in line with my goals and then regularly working with me to shape, define and evolve that strategy in line with changing conditions. Alex is a pleasure to work with personally, and works diligently to ensure not just that objectives are being met but that the approach taken is fully understood and accepted."
"I've known Alex for 21 years and I became a client in 2021. Firstly, my observation of him over the years is that he is constantly trying to improve himself, evolving, adapting, pursuing knowledge relentlessly, absorbing it from anywhere he can, with alacrity - essentially he is interested and engaged. I particularly like this quality in an adviser, as I expect to benefit from this as he keeps growing and evolving. I have found Alex to be a hard working, loyal and trustworthy person with high standards; A no-nonsense, straight talker with integrity who 'walks the walk'. So far, Alex has re-structured my portfolio and looking at it analytically I am confident that his advice will prove most profitable for me over the long term. Throughout the process, he has explained reasonably complex concepts clearly and simply, which is important. Working with Alex is and has been nothing but positive and I'm genuinely excited to see what the future brings."
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