1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South West
  6. breadcrumbs-arrow
  7. Bristol
  8. breadcrumbs-arrow
  9. Bristol
  10. breadcrumbs-arrow
  11. Alpha Portfolio Management

Alpha Portfolio Management

Restricted - Whole of Market  1 The Square, Bristol, Bristol, BS1 6DG
check
FCA authorised
Last authorised 29th June 2020
We provide a professional, yet personable service, aiming to deliver a service that meets your specific needs.
We can advise you on
check
SIPPs
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Stockbroking services
Meet our advisers
Joe Dyer CFA
Head of Portfolio Management
Mark Sevier FCSI
Head of Research
James Gardner Chartered FCSI
Head of Propositions
About us

Alpha Portfolio Management offers a broad range of investment services, managing portfolios for private clients, SIPPs, trusts, charities and companies.

Whilst not yet an established brand, the team has a strong pedigree, with members having been recognised for investment performance and breadth and depth of service.

For more information, please visit our website at <url hidden>

Alpha Portfolio Management is a trading name of R C Brown Investment Management PLC. R C Brown Investment Management is a well established, independent owner-managed firm, established in 1990.

Our services

Alpha Portfolio Management offers a broad range of investment services, managing portfolios for private clients, SIPPs, trusts, charities and companies.

The team specialises in providing discretionary portfolio management, with our professional, yet personable approach suiting a range of investors.

We believe we excel at both investment management and administration, offering clients a service that suits their specific needs.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

1 The Square, Temple Quay, Bristol, Avon, BS1 6DG

Similar advisers near you

Mather and Murray Financial
Independent Financial Adviser 0.03 mi
We use state of the art technology and services to provide our clients with the best possible advice.
 
See profile
John Wright at True Potential LLP
Restricted - whole of market 0.03 mi
John has been trusted to help individuals and families meet their retirement and investment goals for over 30 yrs. He is an award winning adviser within True Potential Wealth Management - ‘Wealth Partner of the year 2017’ - ‘Elite partner award 2019’.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 0.13 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
Hartsfield Financial Services Limited
Independent Financial Adviser 0.13 mi
We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.