Albion is an independent, innovative, and investment-focused team dedicated to partnering with leading financial planning firms in the UK and internationally. We help firms design and maintain control of robust, systematic in-house investment propositions that inspire confidence. These solutions can be managed directly by the firm or through an affordable, high-value discretionary fund management (DFM) service.
In essence, we do the heavy lifting on the investment process, which frees up our clients to get on with the great financial planning work they do with their clients.
We help our clients understand and feel comfortable with the portfolios we build together, based on their preferences. We ensure that a robust ongoing governance process is put in place to monitor and maintain this programme over time. Helping our clients to communicate their approach to their clients with plain-speaking collateral and regular educative notes is an integral part of our service.
The result is a deep understanding and conviction in the investment portfolios our client firms recommend to their clients, a high likelihood that their clients will have a successful investment experience, and an efficient in-house solution that they can easily monitor and control.
We are unashamedly focused on implementing an investment process that puts the latest investment theory and evidence at its core. Doing a few things exceptionally well - with discipline and focus - works, as the Albion Community track record testifies.
Albion – working with a small group of forward-thinking UK financial planning firms – pioneered the use of disciplined, market risk factor-based, low-cost model portfolios way back in the mid- 2000s, long before they became more mainstream. We call this Systematic Investing.
At Albion we like to keep things as simple as possible. We offer a single comprehensive start-to-finish investment proposition service - smartersuccess™.
Don’t get lost in the noise.
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Forming sensible expected returns is crucial for building a strategy
Read moreWe have been working with the team at Albion since 2019. I can safely say we are delighted to have found them after reviewing the entire market over a three year period. They are a team of talented and intelligent individuals who consistently surpass our expectations in terms of communication, support and insight.
We could not recommend Albion Strategic enough. The team at Albion is extremely intelligent, using a tried and tested process to bring truly world class investment portfolios to our clients. Albion have helped elevate our business and we'd strongly suggest that all IFAs work with Albion.
We love having Albion on our side. Offering a service called smartersuccess™ sets a certain bar of expectation… but we are constantly pleased by their input. I recommend them without hesitation.
We have been engaged with Albion since 2014, who now form an integral part of our Investment Committee. We have been thrilled with the service.
Tim and his team have been a real support to our governance and selection processes and we have worked with Albion for over a decade. We have always enjoyed a very productive and professional relationship that we see continuing for many years to come.
I genuinely believe that our firm’s investment proposition is world class and competes with the very best offerings available to private clients. That would simply not be possible without the ideas, structure, research and ongoing governance support provided by Tim and the talented group of individuals at Albion.
Albion offer a truly exceptional service proposition to many of the top financial planning firms in the UK. We have been extremely fortunate to work with the team over many years, and they are integral to us being able to give clients a very successful investment experience. Even now, they still always manage to exceed our expectations! Technically unsurpassed, they deliver a most sophisticated, classy, investment process with tremendous clarity of thought.
Put simply Albion are the best consultants we have ever engaged in any field and are an essential component in building and more importantly maintaining a robust Centralised Investment Proposition.
They are exceptional. It is as simple as that.
Don't hesitate to get in touch - we would be delighted to receive your call or email. For enquiries about our service, please use the contact form and one of the team will respond in due course.
Albion Strategic Consulting
Unit 7
The Boat Shed
Michael Browning Way
Exeter
EX2 8DD
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