Alex Cheema IFA , Independent Chartered Adviser - Berkshire - Maidenhead

Address: Weir Bank, Business Centre, Monkey Island Ln, Bray, Maidenhead SL6 2ED, United Kingdom.
Phone: 1628308138.
Website: alexcheema.com
Specialties: -.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 25 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Alex Cheema IFA , Independent Chartered Adviser - Berkshire

☎️1628308138

⏰ Open Hours of Alex Cheema IFA , Independent Chartered Adviser - Berkshire

Monday: 9 AM–5:30 PM
Tuesday: 9 AM–5:30 PM
Wednesday: 9 AM–5:30 PM
Thursday: 9 AM–5:30 PM
Friday: 9 AM–5:30 PM
Saturday: 9 AM–1 PM
Sunday: Closed

Okay, here’s a detailed overview of Alex Cheema IFA, Independent Chartered Adviser, tailored for someone seeking professional financial guidance, presented in a formal and approachable style:

Introduction to Alex Cheema IFA

For individuals and families seeking comprehensive and personalized financial planning, Alex Cheema IFA stands out as a highly regarded independent advisor. Located in the picturesque Berkshire area of the United Kingdom, Alex Cheema provides expert advice across a broad spectrum of financial needs. He operates from his office at Weir Bank, Business Centre, Monkey Island Ln, Bray, Maidenhead SL6 2ED, and can be contacted directly at Phone: 1628308138. His website, Website: alexcheema.com, offers valuable resources and further details about his services.

Expertise and Specializations

Alex Cheema IFA specializes in guiding clients through the complexities of retirement planning, investment management, and protection strategies. He possesses a deep understanding of Life and Income Protection insurance, ensuring clients are adequately safeguarded against unforeseen circumstances. Furthermore, he excels in constructing and managing Pensions and Investments, with a strong focus on creating tax-efficient portfolios designed to maximize returns while minimizing tax liabilities. His approach centers on building a long-term financial strategy tailored to each client’s unique goals and circumstances. It’s clear that he prioritizes a holistic view of a client’s financial well-being.

Location and Accessibility

The office is conveniently situated in Bray, Maidenhead, making it accessible for clients in Berkshire and surrounding areas. It’s important to note that the premises are designed to be fully Wheelchair accessible, featuring a ramped entrance, accessible parking, and restroom facilities. An Appointment is required to schedule a consultation, and clients are encouraged to book in advance to ensure availability. The facilities also include standard restroom amenities.

Client Feedback and Reputation

Alex Cheema IFA consistently receives outstanding feedback from his clients. A significant number – 25 reviews – are available on Google My Business, demonstrating a strong level of client satisfaction. The average opinion is a remarkable 5/5, reflecting a commitment to client care, knowledge, and the delivery of effective solutions. It appears that his clients appreciate his ability to simplify complex financial matters and provide compassionate, empathetic guidance. The feedback suggests a genuine dedication to building trust and fostering long-term relationships.

Additional Points of Interest

Online Appointments: Flexibility is offered through convenient online appointment scheduling.
Accessibility: The location is designed with accessibility in mind, catering to a wide range of clients.

Concluding Recommendation

Based on his expertise, commitment to accessibility, and overwhelmingly positive client feedback, Alex Cheema IFA is a highly recommended financial advisor. If you are seeking a knowledgeable, compassionate, and dedicated professional to assist you in achieving your financial goals, we strongly encourage you to visit his website at alexcheema.com to schedule a consultation and explore how he can help you build a secure and prosperous future.

👍 Reviews of Alex Cheema IFA , Independent Chartered Adviser - Berkshire

Alex Cheema IFA , Independent Chartered Adviser - Berkshire - Maidenhead

Roxanne M.

5/5

Alex is a great adviser to me. He has helped me with Life and Income Protection insurance as well as with my Pensions and Investments creating a tax efficient portfolio for me. He really knows his stuff and has helped me not only to grow my wealth over the years but also to protect it too. He brings with him compassion, care, empathy and a deep knowledge of all things financial.

Very happy to recommend Alex to anyone who is looking for simplicity in a world where there is so much confusion and noise.

Jason E.

5/5

From the onset of our professional relationship Alex's advice has been spot on. He's assisted us in making some difficult financial decisions over the years. I'd say that there are very few advisers who have the depth of experience and knowledge that he possesses. We are confident that Alex is the person to help us navigate through the choppy waters ahead. We had previously used a big firm but found their service to be impersonal and lacking the engagement and care we get from Alex.

If you are looking for a long term IFA partner, I can't recommend Alex and his team more highly.

Edward G.

5/5

We have worked with Alex for a long time now and would highly recommend him. He is extremely knowledgeable about all aspects of financial planning and always takes the time to find an individual, tailored approach to our personal circumstances. His advice is always accurate, well considered and aimed clearly at providing the best, long-term path for us. Above all, Alex is a very friendly, helpful and trustworthy person who we look forward to working with for years to come.

C

5/5

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.

Jonathan B.

5/5

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.

Anthony C.

5/5

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.

Dale C.

5/5

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.

Tony V.

5/5

We first met Alex over two years ago and we have been using him ever since. He has been invaluable in preparing our current and more importantly our future financial planning. We had no idea how to properly put our affaires in order and Alex patience and persistence and flexibility means we are now confident we are as prepared as we can be. I would highly recommend Alex to all our family and friends.