Alex May
Featherstone Partners
Featherstone is a Berkshire & London based firm offering industry leading financial advice and investment management services, specialising in allocating capital actively across geographies, asset classes, and themes.
Contrary to many other firms, we provide joined-up investment and financial planning advice. We believe that these areas are equally important, and must be considered together in order to deliver the best outcomes for our clients.
Our clients enjoy the qualities of a smaller and friendlier firm while also benefiting from our team’s experience working for world-renowned institutions including the likes of Goldman Sachs, Ruffer, GAM, UBS, and Close Brothers.
Alex provides holistic financial advice covering retirement planning, inheritance tax mitigation, trusts, and school fee planning. He has worked with private clients since 2005 at Fidelity, UBS, and latterly at Close Brothers.
At UBS, he was also part of an internal team responsible for advising senior staff of the Investment Bank on personal financial planning.
Alex holds the Investment Management Certificate and Financial Planning Diplomas from the CII and CISI.
Services
Financial Advice
Our personal financial planning and advice service begins with us building a picture of your financial circumstances, helping us to understand your personal and financial objectives in detail and allowing us to discuss your appetite for investment risk. Subsequently, we construct and propose a tailored financial strategy designed to meet your long-term goals. At least once per year, we will meet to complete a full review of your financial circumstances and investment strategy.
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Investment Management
Trying to find the right investment manager is akin to finding a “needle in a haystack” – but we have done the work for you! Our job as your investment manager is to find the right investment strategy for You. Once we have a in-depth understanding of your objectives and risk profile we will advise you on how to allocate your capital without taking any unnecessary risk.. a common mistake. Our approach is tailored to your needs and protects clients from being put in mass-market products.
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Wealth Management
We recognise that wealth management is a big step, putting your wealth in the hands of strangers is a massive act of faith. That’s why one of the most important things for us is to build a long-standing and trusted relationship with our clients. When you choose Featherstone for your wealth management, you’ll find yourself in the care of one of our dedicated advisors. As they get to know you, your family, and your long-term goals, they will guide you through life’s financial milestones.
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Retirement Planning
Planning for your perfect retirement may seem complicated and uncertain. With changing legislation, market volatility, and an average retirement lasting 30 years or more, it's essential to create a robust long-term strategy. That's why partnering with Featherstone for your retirement planning is the smart choice... With years of experience, our independent financial advisors have helped clients like you navigate retirement planning with the upmost confidence.
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Savings & Investments
We seek to understand your financial position and work together to build and review your financial plan. We consider the interplay and balance of your savings (cash), investments and pensions to ensure alignment with your short, medium and long-term objectives. Our expert team can help you with Cashflow Forecasting, ISAs & JISAs, Private Investment Accounts, Venture Capital Trusts and Enterprise Investment Schemes.
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Tax Planning
Very few people enjoy paying tax… With our Tax Planning we can help you become as tax efficient as possible by considering all possible tax exemptions and allowances and making best use of them where suitable and affordable. Some areas of Tax Planning we have expertise include: Inheritance Tax (IHT), Income Tax, Capital Gains Tax, Investing tax efficiently.
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Estate planning
We provide advice on estate planning and on the mitigation of inheritance tax (IHT). There are multiple ways to reduce inheritance tax liabilities – the easiest and perhaps most enjoyable way might be to simply spend your capital! However, you may prefer to consider gifting some of your assets to children or grandchildren either directly or by using Trusts, gifting to charity, or even to a political party…
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Tax-Efficient School Fee Planning Advice
It’s no secret that school fees are dauntingly expensive… and a long-term commitment for families. Whilst many parents adopt a ‘pay as you go’ strategy, putting a structured plan in place can help significantly. Featherstone provides tax-efficient school fee planning and investment advice to support your child’s education costs. We will help put together a school-fee savings plan to make sure your fees are planned ahead in the best way possible.
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Accreditations
FCA
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28.11.2023
Finical Conduct Authority
Insurances
Howden
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28.11.2023
Verified Reviews
Latest Reviews
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The following reviews are independent and not verified by Vetted Adviser.
Reviews from other sources
Investment management and estate planning
In collaboration with Featherstone Partners
Featherstone Partners, and specifically Alex May, have been ably guiding me through various investment and estate planning matters in a clear and understandable manner for a number of years. Their friendly approach is underpinned by the quality of their underlying professional knowledge and advice. I thoroughly recommend their services.
Charmian Devas
Reviewed on 2024-02-07 10:20:34Investment Management & Financial Advice
In collaboration with Featherstone Partners
Alex, Andrew and the team are a breathe of fresh air to deal with. Always a friendly, knowledgeable person to speak to on the end of the phone, whilst very professional at the same time, and as clients we are kept very well informed on the investment strategy of the funds. Very happy to recommend.
Jo Shepherd
Reviewed on 2024-02-07 10:19:16investment management and financial-planning
In collaboration with Featherstone Partners
Alex May and his team deliver a first-class service that help me and my family navigate various investment and financial-planning matters. I highly recommend Featherstone Partners to anyone seeking top-tier advice in this sphere.
Charlie Devas
Reviewed on 2024-02-07 10:17:11Financial Advice & Investment Management
In collaboration with Featherstone Partners
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Charlie Chipchase
Reviewed on 2024-02-07 10:15:47Financial Planning
In collaboration with Featherstone Partners
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.
John Cole
Reviewed on 2024-02-07 10:12:27Financial Planning
In collaboration with Featherstone Partners
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.
Simon Pickett
Reviewed on 2024-02-07 10:09:44Financial and Investment Advice
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.
Ant Brooke
Reviewed on 2023-11-29 09:19:17Financial Advice
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.
Will Buckland
Reviewed on 2023-11-29 09:18:48Financial Planning
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.
Simon Pickett
Reviewed on 2023-11-29 09:17:50Financial Planning and Wealth Management
A great service for financial planning, wealth management and pension advice. I highly recommend this outfit to anyone.
Mark Innocenti
Reviewed on 2023-11-29 09:17:04
Alex May
Contact person
- 01635778888