Frequently Asked Questions
What is your minimum investment?
Our minimum investment size is £500,000. However, we recognise that choosing an advisor is a big step. As such, some of our clients may start with a lower amount as they get comfortable and build their portfolios over a period of time.
What is the difference between financial planning and wealth management?
Financial planning is setting up your wealth in the most efficient and tax-effective way for you and your family. Wealth managers tend to put a financial plan in place and then invest the money in the most suitable investment strategy.
The difference usually comes down to the amount you have to invest and the quality of the portfolio you get.
Where are Featherstone based?
We are based in an area of outstanding natural beauty on the 9000-acre Yattendon Estate in West Berkshire.
We are positioned conveniently close to the counties of Hampshire, Oxfordshire, Surrey, Wiltshire and Buckinghamshire. We also use serviced offices in London.
However, whilst many of our clients are based in London and the home counties, we are not constrained by location and have clients in all corners of the UK.
Do you offer school fee advice?
Yes. It is no secret that school fees have risen significantly above the rate of inflation over the last two decades. We recognise the importance of putting a sensible plan in place to ensure that school fees funding is considered and factored into your overall financial plan. The financial planning process cannot start early enough.
What investment management services do you Offer?
Our financial advisors and investment specialists work together to put the best solution in place for you. Once we have a good understanding of what you are trying to achieve, we will implement a strategy accessing portfolios run by established managers with whom we work closely.
Do your investment specialists and advisors travel to clients?
Our investment specialists and financial planners are very happy to come and see you at home or at work. Equally, we welcome meetings at our office in Yattendon, in London, or via video call. Our clients are based all over the country with a particular focus on the home counties (including Hungerford, Reading, Oxford, Newbury, Stockbridge, Basingstoke, in Winchester, Pangbourne, Andover, Marlborough, Cookham, Henley, Marlow, Guildford, Beaconsfield, Alresford) and of course London.
Winchester
Wealth Management, Financial Advice, Retirement Planning, IFA, Investment Management, Tax Planning, Savings Investments, Estate Planning, Pension Advice, Financial Planning
Hampshire
Wealth Management, Financial Advice, Investment Management, Estate Planning, Pension Advice, Financial Planning, Retirement Planning, Tax Planning, IFA, Savings Investments
Berkshire
Wealth Management, Financial Advice, Investment Management, Estate Planning, Pension Advice, Financial Planning, Retirement Planning, Tax Planning, IFA, Savings Investments
London
Wealth Management, Financial Advice, Investment Management, Estate Planning, Pension Advice, Financial Planning, Retirement Planning, Tax Planning, IFA, Savings Investments