Wealth Manager Winchester

  • Based near Winchester on the Hampshire/Berkshire border, Featherstone is a small but leading wealth management firm listed in Spear’s Magazine’s ‘Top 10 UK Wealth Managers’ – the only wealth management firm outside of London to feature on this list.
  • Due to our size, Featherstone clients receive the dedication and friendly atmosphere of a small firm. Our team are hugely experienced, so our clients benefit from expertise gained from years working for large wealth management firms including Goldman Sachs, Odey, JP Morgan, UBS and Deloitte.
  • Featherstone is a member of a group founded in 1999 and given the responsibility of managing a single family’s investments. Now, Featherstone clients are also able to invest in the same way, and alongside this founding family.

What we do

At Featherstone we can help with a range of wealth and financial management queries, including the below:

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

Our approach makes us a “deliberately different” wealth management firm, based outside of London near Winchester.

  • Featherstone clients are provided with access to often inaccessible investment funds.
  • The Featherstone founders, staff, families, friends are highly valued and invest alongside our clients.
  • The group has won the below awards and accolades:

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A Short Video About Us

“Deliberately Different” Wealth Manager Winchester

  • 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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