Featherstone Partners
Featherstone Partners is a financial services company located in Thatcham, England. They specialize in providing financial planning services to their clients. With their expertise in the field, Featherstone Partners is dedicated to helping individuals and businesses achieve their financial goals.
Introduction to Featherstone Partners
Featherstone Partners is a financial services company based in Thatcham, England. The company was founded in 2003 by a group of experienced financial planners who wanted to provide a more personalized and holistic approach to financial planning. What sets Featherstone Partners apart from other financial planning firms is their commitment to building long-term relationships with their clients and providing tailored solutions to meet their unique financial needs.Services & Products
Featherstone Partners offers a wide range of financial planning services, including retirement planning, investment management, estate planning, tax planning, and risk management. They work closely with each client to develop a customized financial plan that takes into account their individual goals, risk tolerance, and current financial situation. In addition to their financial planning services, Featherstone Partners also offers a variety of investment products, including mutual funds, stocks, bonds, and ETFs.Location
Featherstone Partners is located in the Old Brewhouse in Yattendon, a picturesque village in the countryside outside of Thatcham. The area is known for its natural beauty and historic architecture, with many buildings dating back to the 17th century. While Yattendon is a small village, there are several other businesses in the area, including a pub, a post office, and a convenience store. The nearest public transportation options are the Thatcham railway station, which is 4 miles away, and the Newbury bus station, which is 8 miles away.Benefits
Customers should choose Featherstone Partners because of their personalized approach to financial planning. The company's team of experienced financial planners takes the time to get to know each client and develop a customized financial plan that is tailored to their unique needs and goals. Featherstone Partners also offers a wide range of investment products, giving clients access to a diverse range of investment opportunities.Good to Know
Customers should be aware that Featherstone Partners is a fee-only financial planning firm, meaning that they do not receive commissions on any investment products they recommend. This ensures that their financial planners are acting in the best interests of their clients and not motivated by commissions or other incentives.Reviews
Customers have consistently praised Featherstone Partners for their personalized approach to financial planning, with many noting that their financial planners are knowledgeable, professional, and easy to work with. Clients also appreciate the company's commitment to transparency and their focus on long-term results.Amenities
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free consultation -
online account access
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financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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budgeting assistance
FAQ
What types of financial planning services do you offer?
We offer a wide range of financial planning services, including investment planning, retirement planning, tax planning, estate planning, and more. We work closely with our clients to understand their specific goals and needs, and then develop customized plans to help them achieve those goals.How do you customize financial plans to fit individual clients?
We take a personalized approach to financial planning, and we understand that every client is unique. We begin by getting to know our clients and understanding their financial situation, goals, and priorities. From there, we develop a customized plan that takes into account their specific needs and circumstances.What are your fees and how are they structured?
Our fees are based on the services we provide and are structured to be transparent and easy to understand. We offer a range of fee options, including hourly fees, project-based fees, and ongoing retainer fees. We will work with you to find the fee structure that best fits your needs and budget.What professional qualifications do your financial planners have?
Our financial planners are highly qualified professionals with a range of certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and more. We are committed to ongoing education and training to ensure that we are up-to-date on the latest financial planning strategies and techniques.Can you provide references or testimonials from satisfied clients?
Absolutely! We are proud of the relationships we have built with our clients, and we are happy to provide references and testimonials upon request. Our clients trust us to help them achieve their financial goals, and we take that responsibility very seriously.Reviews
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Ant Brooke
I couldn't recommend the Featherstone team more highly following the financial and investment advice I received in their Berkshire office. They offered a unique and fresh approach delivered in a simple and contructive manner and I look forward to much more investment advice from the Featherstone team. Keep up the good work.
28-05-2020
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Simon Pickett
I recently met with Featherstone's financial planner (Alex) and was very impressed. He took the time talk through all my financial objectives and properly understand my situation - as well as providing good pension advice re taking away the headache of consolidation. 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.
28-05-2019
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henry reast
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.
28-05-2019
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John Cole
Featherstone / Alex May offered very constructive financial advice regarding pension + school fee planning. While the wealth management investment themes (Robotics, Nutrition + 'Living Longer' to name a few) present an intelligent, creative and interesting approach to constructing your investments.Looking forward to visiting their main office in Berskhire soon.
28-05-2019
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Will Buckland
I contacted Featherstone Investment Partners in order to get advice on trans-generational trusts. James and the Team excellently combined knowledge and professionalism with a friendly approach that I had not experienced anywhere else. I highly recommend them for any investment advise you may be looking for.
28-05-2019
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Mark Innocenti
A great service for financial planning, wealth management and pension advice. I highly recommend this outfit to anyone.
28-05-2019
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Paul Whittingham
I had met several local financial advisors but decided to invest through Featherstone as 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 countryside.
28-05-2019
