Wealth Management
"Looking for "Boutique” or “family office”? Featherstone is genuinely both.”Spears Magazine
We recognise that appointing a wealth manager and handing over the responsibility of your wealth is a big step. 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 appoint Featherstone as your wealth manager, you’ll find yourself in the care of one of our dedicated advisors. As we get to know you, your family, and your long-term goals, we will guide you through life’s financial milestones by reviewing your portfolio and modifying your plan each year or whenever something changes.
We encourage our clients to call us when they have questions and our deliberately open team structure means that even if your dedicated advisor is not available, one of our team will always be on hand to help.
We understand that life gets extremely busy, so we aim to simplify the overall financial setup so that our clients can concentrate on the more exciting things in life.
Featherstone's Wealth Management Service
Featherstone provide comprehensive wealth management services to help individuals achieve their financial goals. We will coordinate investment management, retirement planning, estate planning, tax planning, and other financial services into one tailored plan that specifically meets your needs.
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 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 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.
“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