Alex Cheema, Chartered Financial Adviser Maidenhead, Bray

Reviews

1. Wes Desouza ★★★★★

   Hi Alex Sending this on behalf of my parents Carmen and Eudes De Souza We have been with Alex since 2016 and in all that time we have got to know him well. At our first meeting Alex asked our views on money and life before creating a plan for our future and over time we covered investments and pensions. We have had the pleasure of working with Alex for several years now and where there is so much confusion and with the financial world being so volatile, he has provided his expert guidance where we had financial decisions to make. Alex is a great adviser. He is patient, understanding, doesn’t patronise and listens carefully to what we had to say. His advice is always accurate, and aimed at providing the best long term future for us helping realise a good retirement. Alex is a really lovely guy, professional and willing to help and we are more than happy to recommend him for those considering financial advice.

   1 year ago
2. Roxanne mackay ★★★★★

   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.

   1 year ago
3. Jason Evangelista ★★★★★

   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.

   1 year ago

1. Edward Garner ★★★★★

   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.

   almost 3 years ago
2. C ★★★★★

   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.

   almost 3 years ago
3. Dale Creaser ★★★★★

   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.

   almost 3 years ago

1. Jonathan Bolden ★★★★★

   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.

   almost 3 years ago
2. Andy Lawrence ★★★★★

   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.

   almost 4 years ago
3. Anthony Coleman ★★★★★

   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.

   almost 4 years ago

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