Alpha Portfolio Management

Restricted - Whole of Market  1 The Square, Bristol, Bristol, BS1 6DG
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FCA authorised
Last authorised 21st September 2020
We provide a professional, yet personable service, aiming to deliver a service that meets your specific needs.
We can advise you on
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SIPPs
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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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
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    Online (Live chat, video, email)
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    Face to face

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

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