Financial Planning Consultants
Patronus Partners are leading financial planning consultants with offices in London and Berkshire. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
Leading financial planning consultancy firm
Patronus was founded in 2015 on the realisation that large financial planning consultancies are often sub-optimal for clients, becoming too large to add value.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned firm of financial planning consultants.
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 financial planning consultants.
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.
We monitor changes in government legislation to make sure that our clients remain as tax efficient as possible and give ongoing advice on this.
We do not charge initial fees for financial advice.
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A changing investment environment requires adaptation, innovation, and focus. As a financial planning consultant firm, 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, and, as we are an independent financial planning consultancy, we are 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 planning consultant firm are often sub-optimal for their clients.
As an independent financial planning consultancy 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, Director
Why invest with a financial planning consultant?
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 planning 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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“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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Unlocking Financial Success with Expert Financial Planning Consultants
In the ever-evolving landscape of personal finance, individuals and businesses alike seek the guidance of financial planning consultants to navigate the complexities of economic markets, investments, and wealth management. Financial planning consultants play a crucial role in helping clients make informed decisions, achieve their financial goals, and secure a stable future.
Understanding the Role of Financial Planning Consultants
Financial planning consultants are professionals with a deep understanding of financial markets, tax regulations, and investment strategies. Their primary objective is to create personalized financial plans that align with the unique goals and circumstances of their clients. From retirement planning to investment management, these consultants provide a comprehensive range of services to ensure their clients' financial well-being.
Key Services Offered by Financial Planning Consultants
Retirement Planning: Financial planning consultants assist clients in creating a roadmap for a secure and comfortable retirement. They analyze income, expenses, and investment portfolios to ensure a financially sound retirement plan.
Investment Management: Crafting a diversified and well-balanced investment portfolio is crucial for long-term financial success. Financial planning consultants leverage their expertise to recommend suitable investment options based on risk tolerance, financial goals, and market conditions.
Tax Planning: Navigating the complex landscape of tax regulations can be daunting. Financial planning consultants help clients optimize their tax strategies, identify potential deductions, and minimize tax liabilities.
Estate Planning: Ensuring the smooth transfer of assets to future generations requires careful estate planning. Financial planning consultants guide clients through the process, addressing concerns related to inheritance, wills, and trusts.
Why Consult with Financial Planning Professionals?
Expertise and Knowledge: Financial planning consultants bring a wealth of knowledge and expertise to the table. Staying abreast of market trends and financial regulations, they provide clients with up-to-date and relevant advice.
Customized Solutions: Every individual or business has unique financial needs and goals. Financial planning consultants tailor their services to meet these specific requirements, offering personalized solutions that go beyond one-size-fits-all approaches.
Risk Management: Understanding and managing financial risks is a cornerstone of effective financial planning. Consultants assess risk tolerance and develop strategies to mitigate potential financial setbacks.
Time Efficiency: For busy individuals or business owners, managing personal finances can be time-consuming. Financial planning consultants streamline the process, allowing clients to focus on their core responsibilities while professionals handle the intricacies of financial planning.
Links to High Authority Sites for Further Information:
The Wall Street Journal - Personal Finance: The Personal Finance section of The Wall Street Journal provides in-depth articles and analysis on various financial topics, offering valuable insights for individuals seeking financial planning advice.
Conclusion:
In a world where financial decisions have far-reaching consequences, the guidance of financial planning consultants becomes invaluable. Their expertise, coupled with personalized strategies, empowers individuals and businesses to navigate the complexities of the financial landscape, ultimately leading to greater financial success and security. For further information and in-depth insights, exploring the resources provided by high authority sites is highly recommended.
Financial Planning Association (FPA):
Website: https://www.onefpa.org/
Description: FPA is a well-known association for financial planning professionals. Their website offers resources, tools, and a directory to find certified financial planners.
Certified Financial Planner Board of Standards (CFP Board):
Website: https://www.cfp.net/
Description: The CFP Board is a non-profit organization that fosters professional standards in personal financial planning. Their website provides information on finding a CFP professional and educational resources.
Investopedia - Financial Planning Section:
Website: https://www.investopedia.com/financial-planning-5172954
Description: Investopedia is a widely used online resource for financial education. Their financial planning section covers a variety of topics, including guides, articles, and expert advice.
The National Association of Personal Financial Advisors (NAPFA):
Website: https://www.napfa.org/
Description: NAPFA is an organization of Fee-Only financial advisors. Their website offers a search tool to find fee-only financial planners, along with resources for consumers.
Morningstar - Financial Planning:
Website: https://www.morningstar.com/financial-planning
Description: Morningstar is known for its investment research, and their financial planning section provides insights into retirement, tax planning, and other financial topics.
The Wall Street Journal - Personal Finance Section:
Website: https://www.wsj.com/news/personal-finance
Description: The Wall Street Journal's Personal Finance section covers a broad range of financial topics, offering news, insights, and expert opinions.
Please note that the popularity of websites can change over time, and it's always a good idea to explore multiple sources to gather a comprehensive understanding of financial planning consultants and their services.
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