Alpha Portfolio Management

Financial Adviser (Restricted Whole of Market) 1 The Square, Temple Quay, Bristol, Avon, BS1 6DG
FCA verified
22nd October 2018
We provide a professional, yet personable service, aiming to deliver a service that meets your specific needs.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Sipps
Meet our advisers
adviser-person
James Gardner Chartered FCSI
Head of Propositions
adviser-person
Mark Sevier FCSI
Head of Research
adviser-person
Joe Dyer CFA
Head of Portfolio Management
Where to find us

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

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

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.

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

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