Wealth Management Berkshire

  • Featherstone is a leading wealth management firm in Berkshire. Despite our small size, we are the only non-London based firm listed in Spear’s Magazine’s ‘Top 10 UK Wealth Managers’.
  • Our team members have experience working for firms such as Goldman Sachs, Odey, JP Morgan, UBS and Deloitte, but our clients prefer the many qualities a smaller firm provides.
  • Featherstone is part of a group founded in 1999 to manage the investments of a single family. Our clients have the ability to invest alongside and in the same way as the original family.

What we do

  • Featherstone provides private clients with wealth management advice. Our services in this area include investment, tax and financial planning advice. In more detail, we can help with:
    • Investments, ISAs & Trusts
    • Financial Advice
    • Pension Planning
    • Inheritance Tax Planning
    • School Fee Planning

    We consider ourselves to be “deliberately different”, setting ourselves apart from other wealth management firms.

    • We feel that many large wealth management firms focus more on shareholders than on clients
    • We provide our clients with access to investment funds that are often inaccessible to private clients and mass-market wealth managers.
    • Our founders, staff, families and friends are amongst our largest (and smallest) investors.
    • Our group is an industry leader and has won all of the below awards:

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A Short Video About Us

“Deliberately Different” Wealth Management

  • We feel that many large wealth management firms focus more on shareholders than on clients… our interests are aligned with our clients.
  • We provide our clients access to investment funds which are often inaccessible to private clients and mass-market wealth managers.
  • Our founders, staff, families and friends are amongst our largest (and smallest) investors.
  • Our group are industry leaders and have won the awards below.

TRUSTED BY

Our clients enjoy the many qualities of a smaller, more friendly and accessible wealth management firm based in Berskhire, while benefiting from our team’s experience working with large firms.

What People Say About Us

“One of the Top 10 Wealth Managers in the UK, offering the versatility and friendliness of a smaller firm paired with a remarkable depth of experience and knowledge.” Spear’s Magazine

“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

“In an era when many firms try to claim the title “boutique” or “family office”, Featherstone is genuinely both.” Spear’s Magazine

“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 Berkshire.” Google Review

“Financial advisors, for people who don’t like financial advisors.” Client

To find out how we could help you, please get in touch.

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