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How are we Different?

“In differentiation, lies the path of progress”
Louis D. Brandeis

Frustrated by a bland and ever-homogenising industry that provides you with poor advice, alienates you with jargon, and seems to focus more on their own shareholders than on their clients?

We have worked tirelessly to build Featherstone into something truly different from the rest…

We pride ourselves on our ability to provide our clients with the advice they need, in the way that they need it.

Friendly and Approachable

“One of the reasons that investment is… A rather obscure activity is that, like anything else specialised, it is full of jargon, much of it devised to put off the amateur, and to reassure professionals that what they are doing is scientific.”

Richard Oldfield: Simple But Not Easy

Just as we know that our clients need access to a wide range of investment opportunities, we believe that they no longer want the typically formal and jargon-heavy stereotype of an investment manager or financial advisor either.

At Featherstone our advice is friendly, inclusive, and approachable, focusing on simplicity and clarity above all

Integrated Advice

Contrary to many other firms in our industry, we provide joint investment and financial planning advice. We believe that investment management and financial planning are equally important and must be treated as a singular concern in order to deliver the best outcomes for our clients. Our wealth management advice will encompass all your needs…

Best Investment Options

Many of the best investment opportunities are off the menu for larger wealth management firms, which find themselves restricted to mass-market and often mediocre investments. Smaller ‘boutique’ wealth management advisory firms like Featherstone can invest in niche, higher-quality, and (potentially) better-performing investments.

Client Portal

At Featherstone, we prioritise the privacy and convenience of our clients. To ensure seamless access to your financial data, we provide a secure Client Portal. This cutting-edge custom digital platform serves as a centralised hub, allowing you to effortlessly view your personalised financial information and pricing details.

We Invest Alongside Our Clients

Our firm was originally founded to manage a single family’s investments in the most optimal way. As a result of its success, we’re proud to be able to offer other families the chance to invest alongside our founders in the form of Featherstone, a boutique wealth management advisory firm.

Our clients tell us that this alignment of goals is one of the things they enjoy most about working with Featherstone.

Clear and Transparent Fees

In most cases, we charge a single and entirely transparent annual advice fee, which covers both investment and conventional financial planning advice. Unlike the majority of our peers, we don’t charge initial fees (unless agreed otherwise in advance). Instead, we focus on getting to know you and delivering an excellent service over the long term.

According to independent research by Numis, our fees compare favorably to those of our peers in wealth management.

If you would like to learn more, please read our Fee Page.