Financial Advisor ‘Near Me’
Patronus Partners is a leading financial advisor looking after private clients in the home counties and London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading Financial ‘near me’
Patronus was founded in 2015 on the realisation that large financial advice companies are often sub-optimal for clients.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned financial advisor based in the home counties and London.
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 advisory 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 Hampshire 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 ’near me’ we are able to offer a flexible investment style, in order to capitalise on the ever changing macroeconomic environment.
We can actively position portfolios, whatever the evolving investment landscape,, as we are an independent financial advisor ‘near me’, 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 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 advisory firms are often sub-optimal for their clients.
As a local 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 ‘near me’?
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 wealth management 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.
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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Email Us
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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
Home Counties
1650 Arlington Business Park, Waterside Drive, Berkshire RG7 4SA
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Demystifying Your Finances: Find a "Financial Advisor Near Me" in the UK
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Why Seek a "Financial Advisor Near Me" in the UK?
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Financial Conduct Authority (FCA):
About Patronus Financial Planning:
Patronus is your trusted financial guardian in Hampshire. We offer unbiased, personalized advice, crafting bespoke plans to unlock your financial potential and secure your future. Contact us today for a free consultation and let us guide you towards aUseful Resources for people needing Financial Advice:
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en.wikipedia.org/wiki/Financial_adviser:
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Independent Advisor Directories:
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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:
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