Berkshire Investment Management Advice
"Clients invest alongside the original family"Featherstone Partners
Finding the right investment manager at the right price can be a challenge.
As your local Berkshire investment manager, we will work closely with you to understand your unique financial needs and risk tolerance. This enables us to create a customised investment strategy tailored specifically for you. Our goal is to help you achieve your objectives while minimising any unnecessary risk.
We don’t take a one-size-fits-all approach; every client is different, so every portfolio is thoughtfully designed.
We believe our personalised and client-centric approach is the key to developing a rewarding and effective long-term partnership.
Our Approach
Our Berkshire investment management team works with carefully meticulously vetted investment managers who offer unique approaches with genuine diversification, have an excellent track record, and have a thoughtful investment process. We carefully carry out due diligence yearly to ensure that we are using who we believe to be the best investment managers at the right price.
Our approach is always tailored to your exact needs and protects our clients from being put into underperforming mass-market products. By allocating capital across different asset classes, geographies and themes, our clients diversify their risk and potentially capitalise on higher returns.
It also means that if you are not happy with your investment solution or your circumstances change, we can willingly help you find something more suitable.
We sit on your side of the table and challenge investment management decisions to ensure your investments work in the best way for you.
Personalised Portfolio Approach
Being a small Berkshire-based boutique family office firm means that our clients all work with an investment manager who is both expert and experienced. We take the time to create a flexible, diversified portfolio specifically for your personal financial situation and risk tolerance.
Boutique and Friendly Experts
Our open, collaborative Berkshire office team guarantees that you’ll always have a local Financial Advisor available at your disposal to offer guidance as well as a local Investment Manager who can always make time to talk to you about your investments.
Aligned Incentives
We are proud to be able to offer all our Berkshire clients the chance to invest alongside our founders, a single family office.
Boutique Investment Managers
At Featherstone Partners, we are a truly boutique wealth manager, and we provide friendly and expert joint-up investment and financial advice. Here, you will benefit from a personalized plan, in-depth knowledge, and a proven track record.
Book a call today with our experienced team for friendly and boutique financial planning, wealth management, and investment advice, or come in and visit our team at our Berkshire office.
“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
“Alex May and his 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