Alexander Green & Partners Ltd
We are an independent financial advice firm based in Southwell, Nottinghamshire, working with individuals and families to help them make confident, informed decisions about their financial future.
Established in 2008 by Chris Green, David worked alongside Chris for a number of years before he retired in 2025. Since his retirement, David has taken over the business.
Our clients range from young professionals taking their first steps in building wealth, through to those approaching or enjoying retirement and looking to structure their income, protect their assets and plan for the next generation in a clear and efficient way.
At the heart of what we do is straightforward, personal advice. No unnecessary complexity, just clear guidance tailored to your circumstances and goals.
Services
Investments
Working with you to grow and protect your capital with a personalised investment portfolio tailored to your risk appetite.
Pensions
Helping you to build a secure, comfortable future with a strategy designed for the lifestyle that you want.
Estate Planning
Understanding how we can help you to keep more of your wealth and ensure that it passes seamlessly to your loved ones.
A pension cannot be accessed until age 55 (57 from 2028). Investments carry risk. The Financial Conduct Authority does not regulate Estate Planning.
Experience Matters
17+
£58m
171
Years of expertise, advising clients since 2009.
Current amount of assets advising on for my clients.
Current number of satisfied clients.
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*Figures correct as of September 2026.
About me
David Beckett Dip PFS
Independent Financial Adviser
With over 17 years of experience in financial services, I am passionate about helping clients make confident and informed financial decisions. Taking a personal approach, I work closely with individuals and families to understand their goals and provide tailored advice to support their long-term financial wellbeing. Whether planning for retirement, protecting wealth or preparing for the future, I am committed to building trusted, lasting relationships with every client.
Click here to view David's LinkedIn profile
