Investment Management Advice
"Clients invest alongside the original family"Featherstone Partners
Trying to find the right investment manager is akin to finding a “needle in a haystack,” but we have done the work for you!
Our job is to find the right investment strategy for you. Once our advisors have an in-depth understanding of your objectives and risk profile, we will advise you on how to allocate your capital without taking any unnecessary risks, a common mistake.
What Sets Our Investment Services Apart?
Fully Independent
Our independence gives us the freedom to take an entirely objective approach when selecting the investment managers we partner with. We look for managers who offer genuinely differentiated strategies, enabling us to provide clients with meaningful diversification across both style and manager.
Every manager we work with must demonstrate a strong longterm track record and a thoughtful, disciplined investment process. We conduct rigorous due diligence each year to ensure we continue to work with the managers we believe are the best in their field, and at the right cost.
The investment approach we adopt for clients is tailored to their needs and protects them from being put into mass-market products. Our exposure to boutique investment managers allows us to offer clients a different approach.
By allocating capital across different asset classes, geographies, and investment themes, clients can diversify their risk and hopefully capitalise on returns.
It also means that if you are not happy with your investment management solution or your circumstances change, we can help you find something more suitable.
We sit on your side of the table and challenge those making the investment decisions to ensure your investments work in the best way for you.
A Truly Personalised Approach
As a small boutique firm with roots in a family office, we aim to build deep, longterm relationships with every client. You’ll work directly with a senior, highly experienced financial adviser who takes the time to understand your life, goals, and priorities.
We craft flexible, diversified portfolios designed specifically around your circumstances, your financial objectives, your risk tolerance and the level of involvement you want.
Friendly and Approachable Experts
Our open and collaborative team ensures you always have direct access to the support you need. You’ll have a dedicated financial adviser on hand whenever you require guidance, along with an investment specialist who is readily available to discuss your portfolio and answer any questions about your investments.
Aligned Incentives
Boutique Investment Managers
As Featherstone is fully independent, we have the freedom to explore the complete spectrum of investment solutions.
We don’t limit ourselves to the big names. Instead, we actively seek out smaller, boutique managers whose values mirror our own, putting clients first, not shareholders. This independence also allows us to offer opportunities that are rarely available elsewhere, such as enabling clients to invest alongside our founders in their family office strategy.
“They are a unique firm, I like the fact that they invest alongside their clients and that they have all worked for large companies in London but prefer a more friendly approach in beautiful West Berkshire countryside.”
Google Review
“I am so pleased I came across Featherstone. They are so refreshing in comparison to other advisors I have spoken to. They are very professional and have put an excellent financial plan in place for me and my family. I am really enjoying working with them.”
Google Review
“The team deliver a first-class service that help me and my family navigate various investment and financial-planning matters. I highly recommend Featherstone Partners to anyone seeking top-tier advice in this sphere.”
Google Review
“In an era when many firms try to claim the title “boutique” or “family office”, Featherstone is genuinely both.”
Spear’s Magazine
“Working with the Featherstone team has been a fantastic experience. The team and staff here truly go above and beyond to make sure their clients feel valued and supported.”
One of Our Clients
“Their CVs were impressive, all having worked for large firms in London and seem to have more about them than the local people I had spoken to before in Hampshire/Berkshire.”
Google Review
“What’s refreshing about this business is that they seem to be taking a new approach to private wealth management – prepared to spend the time and focus on customer service irrespective of the size of your estate, in order to to win trust.”
Google Review
“Refreshingly current in approach and forward thinking in their advice. I was very impressed with the Featherstone team for providing such a high quality and personal service.”
Google Review
“I have been with Featherstone for the past four years and couldn’t be happier. Good advice given from a very knowledgeable and approachable team.”
One of our Clients
“We are featured in the upcoming Spear’s Wealth Managers Index 2024 as a Recommended HNW Wealth Manager”
Spears 500