James Gardner Email & Phone Number

Bristol, United Kingdom

Alpha Portfolio Management offers a broad range of investment services, managing investments for Private Clients, SIPPs, trusts, charities and companies. We specialise in providing discretionary portfolio management to clients of financial advisers, with our professional, yet personable approach suiting a range of investors.Recent Awards• Defaqto 5 Star Rating (highest available) for our Bespoke Portfolio Service• Defaqto 5 Star Rating (highest available) for our Managed Portfolio ServiceFor more information, please visit our website at www.alpha-pm.co.uk

Bristol, United Kingdom

Responsible for the research and analysis of collective based investments including unit trusts, Open-Ended Investment Companies (OEICs), investment trusts, investment companies, Exchange Traded Funds (ETFs) and structured products.

Bristol, United Kingdom

Rowan Dartington Signature provides discretionary management exclusively to clients of financial advisers.• Investment research specialising in collectives (including Unit Trusts, Open Ended Investment Companies, Investment Trusts, Exchange Traded Funds, Structured Products)• Portfolio management• Business developmentRecent Awards• Defaqto 5 Star Rating (highest available) for our Bespoke Portfolio Service• Winner of the Aggressive Portfolio Category at the 2013 Citywire Awards• Winner of the High Growth Portfolio Category at the 2013 PAM Awards• Platinum Award (winner) for the Cautious Portfolio Category at the 2013 Portfolio Adviser Awards• Platinum Award (winner) for the Balanced Portfolio Category at the 2013 Portfolio Adviser Awards• Gold Award (runner-up) for the Aggressive Portfolio Category at the 2013 Portfolio Adviser Awards• Winner of the Aggressive Portfolio Category at the 2012 Citywire Awards

Bristol, United Kingdom

Rowan Dartington offers a broad range of financial services, specialising in advisory and discretionary management.• Part of the Asset Allocation Committee and Investment CommitteeRecent Awards• Overall Small Firm winner at the 2013 Citywire Awards• Overall Small Firm winner at the 2012 Citywire Awards• Overall Small Firm finalist at the 2011 Citywire Awards• Special Commendation for Investment Performance at the 2012 PAM Awards

Cheltenham, United Kingdom

Provided discretionary services to financial advisers and their clients.Part of the research and investment team managing client portfolios to asset allocated frameworks principally using Exchange Traded Funds (ETFs) to limit overall portfolio charges.

Bsc, Economics

Education record