Albion Strategic Consulting

Tim Hale
Managing Director

Tim loves investing and working with clients. He is passionate about the social utility that good investing delivers. Key aims are to simplify investing and build belief. He can’t think of anything better than a good piece of investment research! He wrote Smarter Investing after seeing the mistakes made by investors, both institutional and private clients, when working for what is now JP Morgan Asset Management.

Tim lives in Devon and loves his three girls, and rugby (Exeter Chiefs), obviously in that order!

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Ben Edwards
Investment Analyst

Ben has worked as an Investment Analyst at Albion since graduating in 2015. He loves visiting and working with Albion’s fantastic client firms and also enjoys knuckling down with some investment research in the (rather funky!) Exeter office.

Outside of the office, Ben is a keen snowboarder, musician, footballer and tennis player and enjoys travelling the world.

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James Baker
Investment Analyst

James joined as an Investment Analyst in 2017 after completing his degree in Management. He finds the systematic approach to investment both simple and elegant and enjoys tackling new concepts and challenges within the industry, usually armed with a macro or two.

James is a huge Arsenal supporter and more recently a converted fan of the Exeter Chiefs. He will often be spotted at Exeter Golf and Country Club, though rarely on the fairways!

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Siân Lamb
Office Manager

Siân’s key responsibility within the company is to ensure the smooth running of the office and our business systems. She has been working long enough to have witnessed the advent of the PC and worked through the ‘Big Bang’ in the 1980’s. She began working for Tim in 2001 and is still here!

Her 5 favourite things: her husband and her three gorgeous boys; living in North Devon; ballet; the Exeter Chiefs rugby team; and a glass of Sauvignon Blanc.

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Albion was born in 2001 and initially focused on working with private banks and family offices in the US. In 2006, it began consulting to leading financial planning companies in the UK, many of which have grown into robust, successful and respected firms with strong regional brands. In that same year, Smarter Investing was published and is now in its third edition. Our systematic approach to investing was tested in the Credit Crisis of 2008-9 and survived with honours. Our approach has also been shown to be robust in the more positive markets since, capturing the bulk of returns offered by the markets.  Theory, evidence, logic and patience are the key ingredients to investing success.

As a team, we work hard and try to go ‘the extra mile’. We genuinely enjoy working with the clients that we have. We fully understand the obligations on our shoulders to do a good job, as the decisions our clients make have very real impacts on the lives of their clients and their families.

We try to have fun and play hard too!