Financial Advisor Berkshire
Patronus Partners is a leading financial advisor with offices in Berkshire and London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading Financial Advisor in Berkshire
Patronus was founded in 2015 on the realisation that large financial advice firms are often sub-optimal for clients.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned financial advice company in Berkshire.
Our clients benefit from our team’s experience working for large banks, hedge funds and investment firms but prefer a more intimate, friendly and client focused local financial advice firm.
We prefer to stay small, independent and optimal for a limited number of clients.
What we do
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We structure our client’s investment portfolios as tax efficiently as possible.
As an independent financial advisor in Berkshire we do not charge initial fees for financial planning.
We monitor changes in government legislation to make sure that our clients remain as tax efficient as possible and give ongoing advice on this.
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A changing investment environment requires adaptation, innovation, and focus. As an independant financial advisor offering financial advice in Berkshire we are able to offer a flexible investment style, in order to capitalise on the ever-changing macro-economic environment.
We can actively position portfolios, whatever the evolving investment landscape, and, as we are an independent financial advisor firm in Reading offering financial advice, entirely free to invest in an unconflicted way, with no “in-house” products. You can read some of our latest research here.
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Some of our clients also use our execution only trading and custody service, enabling them to have all of their investments under one roof.
Our traders work on behalf of various hedge funds and family offices. Our private clients are able to benefit from institutional quality trading, settlement and custody.
“We are all escapees from large financial advice firms and feel that clients no longer want the bland industry stereotype but prefer a smaller firm whose interests are aligned with theirs. The industry is ever- homogenising and unfortunately seems to focus more on shareholders than on clients"
— James Barton, Spear’s magazine.
The Unspoken Truth…
is that large financial advice firms are often sub-optimal for clients.
As an independent financial advisor we are not constrained by being tied to our own in-house funds, looking after too many clients and nor are we under relentless shareholder pressure for revenue growth – all of which are detrimental to clients.
Our clients receive truly independent advice in an unconflicted unbiased way, with no “in-house” products.
We invest only what we believe to be best in class in order to deliver the best outcome for our clients.
"Patronus’ from the original Latin, is a person who stood as a protector to another, who was called his ‘client’. It struck a chord with us.”
— Paul Kavanagh CEO
Why invest with an independent Financial Advisor in Berkshire?
Independence
We are employee owned with no shareholder pressure to deliver ever increasing revenue targets, which are often to the detriment of the client.
Freedom
We are not constrained or conflicted by the issues many financial advice firms face such as being tied to their own ’in-house’ funds and static portfolios. We are free to invest in what we believe will give the best outcome.
Performance
Whilst we cannot guarantee that past performance will be repeated, since inception, our portfolios have performed better than the industry benchmark.
Experience
Most members of our team have over 20 years’ experience looking after the investments for private clients and working in senior positions of larger firms.
Close Relationships
We deliberately have fewer clients so that they can benefit from an intimate relationship with the firm and have direct access to our whole team in Berkshire and London.
Fees
We do not charge initial fees for our advice just a clear annual fee, only payable once you start to invest with us.
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Paul Kavanagh
Director
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Jeremy Steinson
Director
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S-J Kavanagh
Operations
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James Barton
Investment Director
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John Prior
CIO
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Kareem Khouri
COO
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Dan Dowding
Head of Wealth Management
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“One of the top 10 Wealth Managers in the UK. Barton is a dichotomy... An affable bonhomie, but with a sharp, disruptive, forward-thinking mind. His preference for questioning the rules, combined with his friendly nature, is why clients seek his insightful advice and why he is regarded as one of the top practitioners in the industry"
— James Barton Investment Director Review in Spear’s
London
68 King William Street, London. EC4N 7HR
Berkshire
1650 Arlington Business Park, Waterside Drive, Reading, Berkshire RG7 4SA
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Navigating Financial Success in Berkshire: A Definitive Guide with Patronus Partners
Introduction:
In the prosperous county of Berkshire, managing personal finances demands a strategic and informed approach. As you embark on your financial journey, seeking guidance from a skilled financial advisor becomes paramount. This comprehensive guide explores the nuances of finding a financial advisor in Berkshire.
Understanding the Role of a Financial Advisor:
Comprehensive Financial Assessment:
Conducting a thorough evaluation of your current financial situation.
Identifying short-term and long-term financial goals.
Strategic Investment Planning:
Developing personalized investment strategies aligned with your risk tolerance.
Diversifying investment portfolios for optimal returns.
Retirement and Estate Planning:
Crafting comprehensive plans to secure your retirement years.
Addressing estate planning needs to protect and transfer wealth.
Risk Management and Insurance:
Assessing and mitigating potential financial risks.
Advising on suitable insurance coverage to protect against unforeseen circumstances.
Popular Towns in Berkshire:
Reading:
A vibrant economic hub with diverse business opportunities.
Ideal for residents seeking a blend of career prospects and quality living.
Windsor:
Rich in history and culture, attracting a mix of residents and tourists.
A prime location for those valuing a unique blend of tradition and modernity.
Maidenhead:
Strategically located along the Thames River, experiencing economic growth.
Attracts professionals and families seeking a balanced lifestyle.
Newbury:
A market town with a historical charm and modern amenities.
Witnessing growth in property values and economic opportunities.
Long-Form Keywords for Enhanced Visibility:
Berkshire Financial Planning Expertise:
Explore the expertise of financial advisors in tailoring plans to Berkshire's economic dynamics.
Retirement Investment Strategies in Reading:
Discover strategic investment approaches specific to Reading for a secure retirement.
Windsor Estate Planning for Wealth Preservation:
Navigate the complexities of estate planning in Windsor for effective wealth preservation.
Maidenhead Risk Management and Insurance Advisory:
Receive expert advice on risk management and insurance in the evolving economy of Maidenhead.
Newbury Comprehensive Wealth Management Services:
Access comprehensive wealth management services tailored to Newbury's economic landscape.
In-Built Links to Useful Websites:
Financial Conduct Authority (FCA) - Stay informed about financial regulations and consumer protection.
Berkshire Live - Keep up with local economic news and trends affecting financial decisions.
Money Advice Service - Explore resources on budgeting, saving, and managing debt.
Berkshire County Council - Stay informed about local government initiatives and community resources that impact financial decisions.
Pensions Advisory Service - Gain insights into pension planning and retirement options.
Conclusion:
In the dynamic financial landscape of Berkshire, securing the services of a reliable financial advisor is crucial for long-term success. Whether you reside in Reading, Windsor, Maidenhead, or Newbury, understanding the unique financial dynamics of each town is essential. Patronus Partners stands out as a trustworthy firm with profound insights into Berkshire's financial intricacies. By incorporating comprehensive financial assessments, strategic investment planning, and prudent risk management, you can confidently navigate the complexities of financial decision-making in Berkshire and work towards achieving your financial goals.
Useful Resources for people needing Financial Advice:
Investopedia - Financial Advisor:
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MoneyHelper - Choosing a Financial Advisor:
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Gov.uk - Choosing a Financial Advisor:
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Forbes UK - How to Choose a Financial Advisor:
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FT Adviser:
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Investopedia - Financial Advisor (Glossary):
Decipher the Financial Advisor Jargon: Feeling lost in the alphabet soup of financial terms? Investopedia's comprehensive glossary defines "financial advisor" and related terms, ensuring you navigate the world of finance with clarity and confidence:
en.wikipedia.org/wiki/Financial_adviser:
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Uncover Expert Financial Advice in The Guardian: Seeking financial guidance with a journalistic edge? The Guardian's dedicated section on financial advisors features insightful articles, expert commentary, and thought-provoking analyses to empower your financial decisions:
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Navigate the Financial Maze with Bankrate: Unravel the complexities of choosing a financial advisor with Bankrate's practical guide. Learn key questions to ask, compare fee structures, and discover valuable resources to find the perfect financial partner for your unique goals.
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Independent Advisor Directories:
MoneySavingExpert: Offers resources and advice on finding an advisor, alongside their own directory.
Personal Finance Society: - Includes both independent and restricted advisors, searchable by location and specialisms.
Government and Regulatory Bodies:
Media and News Websites:
Financial Advice Websites:
1. The Telegraph (UK):
2. The Guardian (UK):
4. VisitBritain:
5. National Geographic:
6. BBC News (UK):
7. The Times (UK):
8. Condé Nast Traveller:
9. The Independent (UK):
10. Berkshire County Council:
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