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Wealth Management

"Looking for "Boutique” or “family office”? Featherstone is genuinely both.”
Spears Magazine

At Featherstone, we recognise that wealth management is a big step. Putting your wealth in the hands of strangers is a massive act of faith. That’s why one of the most important things for us is to build a long-standing and trusted relationship with our clients.

When you choose Featherstone for your boutique private wealth management, you’ll find yourself in the care of one of our dedicated advisors. As they get to know you, your family, and your long-term goals, they will guide you through life’s financial milestones by reviewing your portfolio and modifying your plan each year or whenever something changes.

We understand that life gets extremely busy, so we simplify the overall financial setup so that you can concentrate on more exciting things.

Featherstone's Wealth Management Service

At Featherstone, we provide comprehensive and boutique wealth management to help individuals achieve their financial goals. Our team of experienced advisors takes a holistic, personalised approach to wealth management advice. We offer customised strategies that coordinate investment management, retirement planning, estate planning, tax planning, and other financial services into one integrated plan tailored specifically for you. With our wealth management, our clients receive coordinated professional guidance aimed at growing, preserving, and transitioning their wealth in line with their goals. Our advisors are focused on understanding your unique objectives so we can develop a sound financial plan designed around where you want to go.

What do clients receive at Featherstone?

Ongoing access to your advisor

You can call, email, and meet with your advisor whenever you need to—we’re always available to answer questions as they arise, and will provide regular updates as a matter of course.

Our deliberately open team structure means that even if your dedicated advisor is not available, one of our wealth management team will always be on hand to help.

Our boutique investment specialists and financial planners are very happy to come and see you at home or at work. Equally, we welcome meetings at our offices in Yattendon (Berkshire) and London or via video call. 

The opportunity to adapt as your circumstances change

Life is dynamic, and things can change quickly. Marriage, children, divorce, unemployment, promotions, and inheritance are all elements that can affect your financial plan. With ongoing private wealth management advice, you can adjust and adapt your financial plan as circumstances change.

Support through changing economic circumstances

Economic and market conditions fluctuate constantly, which often effects wealth management strategies. With government regulations changing depending on who is in power and factors like inflation and rising interest rates taking circumstances in unexpected directions, no matter how the situation shifts, your private wealth management advisor will be able to help you keep pace with the economic climate alongside any new regulation changes and ensure that you are consistently making the best decisions you can, while taking advantage of available tax allowances.

We will help you to avoid pitfalls and ensure you stay on track

Consistently reviewing your financial plan with your advisor at regular intervals can help you avoid common pitfalls, over-contributing to your pension or reaching your lifetime allowance, for example. Not only will this save you time and money, but it will also increase the likelihood of reaching your financial goals, something that can be evaluated through our cashflow planning service.