Tax Efficient Investment Specialists

Sound financial planning has never been more crucial.

Whilst we are not tax advisers, we are experienced tax efficient investment managers.  We work with you and your chosen partners to achieve goals in a tax conscious manner, wherever possible.

We specialise in managing investments within a broad range of tax efficient investment wrappers.

  • New Individual Savings Account (NISA)
  • Pensions, including:
    • Self-Invested Personal Pension (SIPP)
    • Small Self-Administered Scheme (SSAS)
    • Personal Pension (PP)
    • Qualifying Recognised Overseas Pension Scheme (QROP)
  • Onshore Bonds
  • Offshore Bonds
  • Trusts

We work with more than 20 market leading providers to deliver the service you desire.  Our active partnerships can be found here, however this is not an exclusive panel and we are more than happy to engage with your preferred providers.

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Important information

Please read the following information before proceeding. It provides information on some of the laws and regulations applicable to this website. Please confirm that you have read the information and wish to proceed further by clicking on the Accept icon. If you do not wish to proceed further please click on the Decline icon.

Alpha Portfolio Management (Alpha) is a trading name of R C Brown Investment Management PLC which is authorised and regulated by the Financial Conduct Authority.

This website is for information purposes only and prospective clients should refer to Alpha’s printed literature. Any prices and other information on this website do not constitute personal recommendations or advice.

The material on this site is directed only at persons in the UK. It is not intended for distribution to, or use by, any person in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. It is your responsibility to inform yourself of and to observe all applicable laws and regulations of the relevant jurisdictions. Specifically, this website should not be accessed by any US Person. Please see a definition of a US Person at the end of this document.

Investments

You should always bear the following in mind:

  • Past performance is not a guide to future performance.
  • The value of investments and any income from them may go down as well as up and you may not get back all of your original investment. Changes in exchange rates may cause the value of investments and the income from them to go down or up.
  • Alpha Portfolio Management does not offer financial advice.

No reliance

Alpha Portfolio Management has taken all reasonable care that the information contained within the website is accurate at the time of the publication. Alpha, however, makes no representation or warranty, including liability towards third parties, expressed or implied, as to its accuracy, reliability or completeness. Information, opinions and estimates and any other contents on this website are provided by Alpha Portfolio Management for information purposes only and are subject to change without notice.

Nothing contained on the website constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.

No warranty

Alpha assumes no responsibility for, and makes no warranties that, functions contained on the website will be uninterrupted or error-free, that defects will be corrected, or that the website or the servers that make it available will be free of viruses or other harmful components.

Liability waiver

Under no circumstances, including, but not limited to, negligence, shall Alpha be liable for any special or consequential damages that result from the access or use of, or the inability to access or use, the materials at the website.

You should be aware that the internet is not a completely reliable transmission medium. Alpha shall not have any liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.

Messages that you send to Alpha by e-mail may not be secure. You are recommended not to send any confidential information to Alpha by e-mail. If you choose to send any confidential information to Alpha via e-mail you do so at your own risk with the knowledge that a third party may intercept this information. Instructions sent by you via e-mail and to the website are processed exclusively at your risk.

This website may contain links to other sites. Alpha is not responsible for the content or privacy practices of those other sites.
This website is governed by the laws of England.

Use of your personal data

Privacy policy

Alpha Portfolio Management takes your privacy seriously. This privacy policy covers our treatment of personal information collected from visitors to our website.

Information collection and use

Alpha will retain your email address when you make an enquiry via the contact form of this website. We would store your personal details in a secure database and use the information provided only to respond to your enquiry.

By providing your details you acknowledge that you have read this privacy policy and consent to Alpha using your information for these purposes. All personal information will be used in accordance with the Data Protection Act 1998.

Alpha may collect the following personal information from you: name, job title, company name, email address, telephone number and fax number.

Information sharing

Alpha respects your privacy and will not sell, rent or disclose your personal information to anyone.

Communications

You may give us instructions in person or in writing (by letter, email or fax).  Your instructions will be deemed to have been received by us when we have read your letter, email or fax.  The dispatch of an instruction to us by post or electronic means does not guarantee its timely receipt.  If you wish to confirm that we have received instructions, please telephone us.  We may rely and act on any communication which purports to have been given (and which we reasonably believe has been given) by you or any person authorised by you but we will not be obliged to do so.

Our correspondence address is 1 The Square, Temple Quay, Bristol BS1 6DG – Tel 0117 203 3460.  If you do not have a named contact, please write to the Compliance Director.

Unless instructed otherwise, we shall assume that we may communicate with you by email.  Documents sent by email will not be encrypted.  If you have a requirement for a greater level of security in electronic communications, please notify us of this and we will endeavour t implement a mutually acceptable email protocol, incorporating encryption standards.  We use an industry standard firewall containing virus protection but cannot guarantee that all communications will be secure or free from infection.  Emails and any attachments will be scanned for viruses prior to leaving our network.  Internet communications are not secure and we cannot guarantee the security or accuracy of any emails we send.

We will not be responsible for any damages arising from any alteration of emails by a third party as a result of any virus being passed on.

We will communicate with you in English.  We may record all telephone conversations we have with you or your agents, although we will not be obliged to do so.  We may use such recording in the event of any dispute between us.

Keeping updated

Alpha endeavours to ensure that the information we hold is accurate and up to date. You have the right to access your personal information held by us. If at anytime you would like to see a copy of your personal information or have it updated or removed, please contact us.

Policy changes

Alpha reserves the right to amend this policy from time to time. If we make any changes to the way in which we use your personal information we will notify you by posting an announcement on our website.

Questions

If you have any questions please contact us.

Further information

This information will be updated from time to time. You are advised to check if any such updates have been made since you last visited this website.

US Persons

A US Person is any natural person resident in the United States (US); or a company or partnership incorporated or organised in the US, but excluding an offshore branch or agency of a US person that operates for valid business reasons and is engaged and regulated as an insurance company or bank; or a branch or agency of a foreign entity located in the US; or a trust of which the trustee is a US person, unless a non-US person has or shares investment discretion; or an estate of which a US person is the executor or administrator, unless the estate is governed by foreign law and a non-US person has or shares investment discretion; or a non-discretionary account held for the benefit of a US person; or a discretionary account held by a US dealer or fiduciary, unless held for the benefit of a non-US person; or any entity organised or incorporated for the purposes of evading US securities laws.

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