Wealth Manager Newbury

  • Featherstone Wealth Management is a small but successful and leading wealth management firm. We are based near Newbury in West Berkshire.
  • Featherstone is the only non-London based firm listed in Spear’s Magazine’s ‘Top 10 UK Wealth Managers’.
  • Our clients enjoy the qualities of our small and friendly team, whilst also benefitting from their experience that has been gained through years of working for firms such as Goldman Sachs, Odey, JP Morgan, UBS and Deloitte.
  • Founded in 1999 to manage the finances and investments of a single founding family our clients can invest alongside and in the same way as the original family.

What we do

The Featherstone team provides our wealth management clients with informed advice on investment, tax and financial planning matters such as:

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

Featherstone is a “deliberately different” wealth management firm in Newbury.

  • We feel that many large wealth management firms focus on their shareholders, rather than on their private clients. Our interests are aligned with our clients.
  • We provide our clients access to investment funds which are often inaccessible to private clients.
  • Our founders, staff, families and friends invest alongside our clients.
  • Our group has won the awards below:

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A Short Video About Us

“Deliberately Different” Wealth Manager Newbury

  • 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 team members have worked for the below 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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