Albion Strategic Consulting

Albion is an investment-focused team that collaborates with financial planning firms in the UK and overseas, providing an in-house investment proposition. They aim to allow their clients to concentrate on financial planning while managing the investment experience for their clients.
  • smartersuccess™ service
  • Ongoing governance framework
  • Investment process documentation
  • Portfolio education and communication

Size
Small
Phone
01392 494141
Email
Available in Endole App
Locations
Albion Strategic Consulting, The Boatshed, Michael Browning Way, EX2 8DD
01392494141
Digital Popularity
Social Media
Available on
Competitors
Quilter Cheviot
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
Beckworth Financial Services Ltd
Beckworth Financial Services Ltd is dedicated to providing expert financial advice tailored to individual client needs.
Seabrook Clark
Seabrook Clark is an award-winning firm of Chartered Financial Planners and Discretionary Fund Managers, dedicated to providing high-quality independent financial planning and investment management services.
Company Details
Albion Strategic Consulting is operated by Moneytest Ltd and is a Active company incorporated on 16 January 2001 with the registered office located in Exeter, Devon. Moneytest Ltd was registered 24 years ago.

Status
Active
Size
Micro
Directors
4
Age
24 years old
Employees
6
Turnover
Unreported
Total Assets
£1.58M
Cash in Bank
£479.22K
Total Liabilities
-£237.51K

Director • British • Lives in England • Born in Sep 1993
Director • Consultant • British • Lives in UK • Born in Jul 1963
Director • British • Lives in England • Born in May 1992
Director • British • Lives in England • Born in Sep 1993
Moneytest Holdings Limited
PSC
Teams
All
5
Executive
3
Finance
2
Director • Joined Jun 2024
Director • Joined Jun 2024
Managing Director • Joined Jan 2001
Investment Analyst • Joined Jan 2025
Investment Support Analyst • Joined Sep 2024
Director • Joined Jun 2024
Director • Joined Jun 2024
Managing Director • Joined Jan 2001
Investment Analyst • Joined Jan 2025
Investment Support Analyst • Joined Sep 2024