James Gardner
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James Gardner Email & Phone Number

Helping clients of Independent Financial Advisers (IFAs) manage their investments at Alpha Portfolio Management
Location: Bristol, England, United Kingdom 5 work roles 2 schools
1 work email found @alpha-pm.co.uk 2 phones found area 794 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@alpha-pm.co.uk
Direct phone (794) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Helping clients of Independent Financial Advisers (IFAs) manage their investments
Location
Bristol, England, United Kingdom
Company size

Who is James Gardner? Overview

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Quick answer

James Gardner is listed as Helping clients of Independent Financial Advisers (IFAs) manage their investments at Alpha Portfolio Management, a company with 9 employees, based in Bristol, England, United Kingdom. AeroLeads shows a work email signal at alpha-pm.co.uk, phone signal with area code 794, and a matched LinkedIn profile for James Gardner.

James Gardner previously worked as Head of Propositions at Alpha Portfolio Management and Collectives Research Analyst at Alpha Portfolio Management. James Gardner holds Bsc, Economics from University Of Bristol.

Company email context

Email format at Alpha Portfolio Management

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{first}.{last}@alpha-pm.co.uk
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AeroLeads found 1 current-domain work email signal for James Gardner. Compare company email patterns before reaching out.

Profile bio

About James Gardner

James Gardner is a Helping clients of Independent Financial Advisers (IFAs) manage their investments at Alpha Portfolio Management. He possess expertise in investments, portfolio management, asset allocation, investment strategies, asset management and 29 more skills.

Listed skills include Investments, Portfolio Management, Asset Allocation, Investment Strategies, and 30 others.

Current workplace

James Gardner's current company

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Alpha Portfolio Management
Alpha Portfolio Management
Helping clients of Independent Financial Advisers (IFAs) manage their investments
bristol, bristol, united kingdom
Website
Employees
9
AeroLeads page
5 roles · 20 years

James Gardner work experience

A career timeline built from the work history available for this profile.

Head Of Propositions

Current

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.
  • 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
Feb 2014 - Present

Collectives Research Analyst

Current

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.

Feb 2014 - Present

Fund Manager

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
Dec 2009 - Feb 2014

Portfolio Manager

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
Mar 2008 - Feb 2014

Investment Manager

Investments Ltd

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.

2006 - 2008 ~2 yrs
Team & coworkers

Colleagues at Alpha Portfolio Management

Other employees you can reach at alpha-pm.co.uk. View company contacts for 9 employees →

2 education records

James Gardner education

Education record

Graveney School
FAQ

Frequently asked questions about James Gardner

Quick answers generated from the profile data available on this page.

What company does James Gardner work for?

James Gardner works for Alpha Portfolio Management.

What is James Gardner's role at Alpha Portfolio Management?

James Gardner is listed as Helping clients of Independent Financial Advisers (IFAs) manage their investments at Alpha Portfolio Management.

What is James Gardner's email address?

AeroLeads has found 1 work email signal at @alpha-pm.co.uk for James Gardner at Alpha Portfolio Management.

What is James Gardner's phone number?

AeroLeads has found 2 phone signal(s) with area code 794 for James Gardner at Alpha Portfolio Management.

Where is James Gardner based?

James Gardner is based in Bristol, England, United Kingdom while working with Alpha Portfolio Management.

What companies has James Gardner worked for?

James Gardner has worked for Alpha Portfolio Management, Signature, Rowan Dartington, and Investments Ltd.

Who are James Gardner's colleagues at Alpha Portfolio Management?

James Gardner's colleagues at Alpha Portfolio Management include Samuel Mcmordie, Alexander Humphreys, Paul Kilkelly, Mark B., and Andrew Morris.

How can I contact James Gardner?

You can use AeroLeads to view verified contact signals for James Gardner at Alpha Portfolio Management, including work email, phone, and LinkedIn data when available.

What schools did James Gardner attend?

James Gardner holds Bsc, Economics from University Of Bristol.

What skills is James Gardner known for?

James Gardner is listed with skills including Investments, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Equities, Wealth Management, and Mutual Funds.

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