Financial Advisor in Amersham
Patronus Partners advises individuals and families in Amersham and the nearby Chiltern villages on retirement planning, investment management and the passing of wealth to the next generation.
We are an independent firm, founded in 2015 and owned by our staff. As we have no funds or products of our own, our recommendations are based on each client’s circumstances alone.
Financial Advice in Amersham
Amersham sits at the end of the Metropolitan line and on the Chiltern Railways route to London Marylebone, and many of its residents have combined a career in London with family life in the Chilterns.
As a career draws to a close, the questions tend to change: when to stop work, how to draw an income from pensions and savings, and how to plan for inheritance tax on property and other assets. From April 2027, most unused pension funds will also be included in an estate for inheritance tax purposes, which may affect plans that are already in place.
We work with clients in Old Amersham, Amersham-on-the-Hill, Chesham Bois, Little Chalfont, Hyde Heath and Coleshill. Meetings can take place by telephone, by video call or in person.
What we do
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Our advice considers how pensions, savings, property and tax interact, so that each decision is made with the whole picture in view. Plans are revisited as circumstances and legislation change. We do not charge initial fees for financial advice.
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We manage portfolios for growth, income or a combination of the two, depending on the stage a client has reached. Investments are chosen on their merits, as we have no in-house funds to place.
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For clients who wish to make their own investment decisions, we also provide execution-only trading and custody. The same desk executes trades for hedge funds and family offices.
A Different Approach to Financial Advice in Amersham
At Patronus Partners, our approach is built around independence, clarity and long-term thinking.
“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.
For clients in Amersham, this means advice that is not driven by product sales or internal restrictions, but by a clear understanding of their objectives, responsibilities and long-term financial position.
The Unspoken Truth…
is that many larger financial advice firms are designed around scale, rather than the individual needs of each client.
As an independent financial advisor working with clients in Amersham, we are not tied to in-house funds, model portfolios or volume-led client structures.
Our role is to provide clear, unbiased guidance that supports better financial decisions over time.
We recommend only what we believe represents the highest standard of thinking and investment opportunity, with the aim of helping clients preserve, structure and grow their wealth in a meaningful way.
"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 Choose an Independent Financial Advisor in Amersham?
Independence
The firm is owned by the people who work in it. There are no outside shareholders and no sales targets, so our advice is shaped by the client’s interests.
Freedom
We can recommend from across the market, without any obligation to favour particular providers, funds or products.
Close Relationships
We keep the number of clients we work with deliberately small, so that each client deals with the same people over many years.
Experience
Our advisers and investment managers have worked at senior level in banking, hedge funds and investment management.
Performance
Our approach is centred on long-term outcomes, with portfolios built around disciplined investment thinking rather than short-term trends.
Fees
There is no initial fee for financial advice. Ongoing fees are explained and agreed with you before any work begins.
How We Can Help
We can advise on areas including:
Planning the move from employment into retirement
Drawing a sustainable income from pensions, ISAs and other savings
The review of existing pension arrangements, including those held with former employers
Inheritance tax planning, including the treatment of pensions from April 2027
Making full use of pension, ISA and other tax allowances
Investment management across pensions, ISAs and general investment accounts
Financial Advice FAQs
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Yes. We are happy to meet clients in person in Amersham, and meetings can also be held by telephone or video call. Our offices are located in the City of London and at Arlington Business Park, Reading.
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From April 2027, most unused pension funds and death benefits will be counted as part of an estate for inheritance tax. The effect depends on the size of your estate, your other assets and your existing plans, and we can review this with you.
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Yes. The initial consultation is provided free of charge, and there are no initial fees for financial advice.
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Paul Kavanagh
Director
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![A man in an office setting working at a computer with multiple monitors displaying financial data and graphs.]()
Jeremy Steinson
Director
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![Smiling woman sitting in an office with a blurred background.]()
S-J Kavanagh
Operations
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![Man wearing glasses sitting at a table with abstract art in the background.]()
James Barton
Investment Director
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John Prior
Director, CIO
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![Two men in an office setting, one is gesturing with his hands while discussing, wearing glasses and a white shirt.]()
Kareem Khouri
Director, COO
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Dan Dowding
Head of Wealth Management
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Penny Rooney
Head of Compliance
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Richard Griffiths
Trading Manager
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Harriet Harrison
Operations
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Jonathan Jackson
Head of Research
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James Blackmore
Trader
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Recognised Among the UK’s Leading Wealth Managers
Patronus Partners has been recognised for its approach to independent wealth management, reflecting both the experience of the team and the strength of its long-term investment philosophy.
“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
This recognition reflects the standard of advice we provide to clients in Amersham and across the wider Buckinghamshire area.
Serving Clients in Amersham and Beyond
While our offices are based in London and Berkshire, we work with clients across Amersham and the Chiltern villages.
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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