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Position

Director

Index

HNW Wealth Managers

Location

Newbury

Advice type

Financial planning

Inheritance tax mitigation

Investment management

Client type

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer type

Wealth adviser

Alex May

Spear’s Review

As a director at Featherstone, Alex May provides holistic advice on investments, retirement planning, inheritance tax mitigation, trusts and school fee planning.

‘We bring our experience of working for large institutions to clients under a smaller, friendlier firm and invest alongside them,’ he said of the Featherstone approach. ‘Our group are recognised as industry leaders at creating multi-manager portfolios; it is clear to us that a portfolio consisting of various specialist fund managers, based around the world and focusing on specific sectors, geographies, themes or asset classes, is likely to perform better than a generalised approach.’

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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