Wealth Manager Hampshire

  • Featherstone Wealth Management is a small but leading wealth management firm based near Newbury, on the Hampshire/Berkshire border. We pride ourselves on being named the only non-London based firm listed in Spear’s Magazine’s ‘Top 10 UK Wealth Managers’.
  • Our clients enjoy the added qualities of a smaller, more approachable wealth management firm, whilst still being able to benefit from our team’s experience working for firms such as Goldman Sachs, Odey, JP Morgan, UBS and Deloitte.
  • Featherstone are part of a group founded in 1999 formed to manage the investments of a single family. Since 2017 Featherstone has facilitated other private clients investing alongside and in the same way as the original family.

What we do

At Featherstone, we provide clients with a range of wealth management advice. This advice encapsulates areas that include investment, tax and financial planning. We can help with:

  • Investments, ISAs & Trusts
  • Pension Planning
  • Financial Advice
  • School Fee Planning
  • Inheritance Tax Planning

We consider ourselves as “deliberately different” when it comes to wealth management in Hampshire.

  • Our experienced team provides our clients with access to investment funds which are often inaccessible to private clients and mass-market wealth managers.
  • Our staff, families and friends are amongst our largest (and smallest) investors.
  • We believe that all too often, wealth management firms focus more on shareholders, rather than their clients. Featherstone is ‘deliberately different’, as our interests are always aligned with our clients.
  • Our group is an industry leader and has won many awards in the wealth management sector. These are listed below:

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“Deliberately Different” Wealth Manager Hampshire

  • 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 accesible wealth management firm 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 Hampshire/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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