Alexander Green & Partners Ltd

Financial Adviser (Restricted Whole of Market) Orchard House, Mill Lane, Caunton, Newark, Nottinghamshire, NG23 6AJ
FCA verified
12th August 2019
We can advise you on
    • Annuity purchase
    • Pension drawdown
    • Pensions review
    • Building your home
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Chris Green
Director
Where to find us

Orchard House, Mill Lane, Caunton, Newark, Nottinghamshire, NG23 6AJ

About us

We offer impartial restricted advice covering all aspects of Personal and Corporate finacial planning. With over 30 years experience we offer a personal bespoke service and are happy to offer convenient home or work place visits to discuss any of the following: Planning for Retirement/ Income in Retirement Personal Protection / Life Assurance Savings and Investments. Eg ISA's Bonds, Unit Trusts Company Pensions / Stakeholder Pensions Residential Mortgages We are an Appointed Representative of Tavistock Finacial Ltd. which is authorised and regulated by the Financial Conduct Authority.

Our services

Personal Service and advice on Investments, Pensions, Protection for individuals and companies.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Alexander Green And Partners Ltd is an appointed representative of Tavistock Financial Ltd, which is authorised & regulated by the Financial Conduct Authority (FCA) under number 563682. Alexander Green And Partners Ltd (hereon referred to as ‘the firm’) FCA number is 491382

Alexander Green & Partners Ltd and your adviser are restricted and act on your behalf as your agent. Your adviser is therefore able to advise you on limited types of products. You may ask us for a list of the products we offer.
We are permitted to give impartial advice on investments, pensions, general insurance and mortgages and arrange transactions in these products.

In order to provide you with personal advice and recommendations suitable for your particular circumstances we will undertake a ‘fact find’ to gather the appropriate information to assess your needs. We will then be able to set out clearly your financial planning objectives based on your stated objectives, acceptable level of risk and any restrictions you wish to place on the type of policies you are willing to consider. Details of your stated objectives will be set out in a Suitability Report we will issue to you to confirm our recommendation. Unless confirmed in writing, to the contrary, we will assume that you do not wish to place any restrictions on the advice we give you.

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