Alexander Green & Partners Ltd

Financial Adviser (Restricted Whole of Market) Orchard House, Mill Lane, Caunton, Newark, Nottinghamshire, NG23 6AJ
FCA verified
22nd April 2019
We can advise you on
    • Equity release
    • First time buyers
    • Flexible
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Annuity purchase
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Estate planning
    • Income tax
Meet our advisers
Chris Green
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)
Minimum pension value
Minimum mortgage value

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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