Financial Advisor in Aylesbury
Patronus Partners provides independent financial advice to individuals and families in Aylesbury and across the Vale of Aylesbury. We advise on pensions, retirement planning, investments and the management of tax.
The firm has been staff-owned since it was founded in 2015. We offer no in-house funds or products, and our recommendations are made solely on the basis of what is suitable for each client.
Financial Advice in Aylesbury
Aylesbury is the county town of Buckinghamshire. Alongside the council, Stoke Mandeville Hospital and a wide range of private employers, the town has grown considerably in recent years, with new communities at Berryfields, Fairford Leys and Kingsbrook.
Many clients in the town have built up pension savings with more than one employer. Deciding when to retire, and how these pensions should work alongside ISAs and other savings, is often the starting point for our advice.
We work with clients in Aylesbury and the surrounding villages, including Bierton, Stoke Mandeville, Weston Turville, Aston Clinton and Waddesdon. Meetings can take place by telephone, by video call or in person.
What we do
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We begin by understanding what a client wishes to achieve and by when, and then set out a plan that makes efficient use of the tax allowances available. The plan is reviewed regularly so that it keeps pace with any change in circumstances or legislation. We do not charge initial fees for financial advice.
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Each portfolio reflects the client’s objectives and the level of risk they are prepared to accept, and is managed actively over the long term. We have no in-house products, so every holding is selected independently.
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Execution-only trading and custody are available for clients who prefer to manage some or all of their own investments. Our trading desk also executes on behalf of hedge funds and family offices.
A Different Approach to Financial Advice in Aylesbury
At Patronus Partners, our approach is shaped by a clear philosophy — one that places clients ahead of convention.
“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.
This philosophy underpins how we work with clients in Aylesbury, ensuring advice is always independent, considered and aligned with long-term outcomes.
The Unspoken Truth…
is that many large financial advice firms are structured around growth, rather than client outcomes.
As an independent financial advisor working with clients in Aylesbury, we are not constrained by in-house funds, excessive client volumes or shareholder pressures.
Our focus is entirely on providing clear, unbiased advice that supports better long-term financial decision-making.
We recommend only what we believe represents the highest standard of thinking and investment opportunity, with the aim of delivering meaningful, long-term results.
"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 Aylesbury?
Independence
Patronus Partners is owned by its staff rather than by outside investors, which means our advice is not influenced by shareholder expectations or sales targets.
Freedom
Our recommendations are drawn from the whole of the market, and are not restricted to a panel of preferred providers.
Performance
Our approach is focused on long-term outcomes. Our portfolios have consistently delivered strong performance relative to industry benchmarks.
Experience
The team includes people who have held senior positions at international banks, hedge funds and investment firms.
Close Relationships
Because we work with a limited number of clients, you will have direct contact with the people who manage your affairs.
Fees
No initial fee is charged for financial advice, and ongoing fees are confirmed in writing before we begin.
How We Can Help
We can advise on areas including:
Retirement planning and the timing of retirement
Drawing a retirement income from pensions and other savings
The review of pensions held with former employers
Making full use of pension, ISA and other tax allowances
Investment management across pensions, ISAs and general investment accounts
Inheritance tax planning and passing wealth to children and grandchildren
Financial Advice FAQs
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Not necessarily. Some older pensions carry guarantees or other benefits that would be lost on transfer. We review each pension individually before making any recommendation.
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Yes. We are happy to meet clients in person in Aylesbury, and many choose to meet by telephone or video call. Our offices are located in the City of London and at Arlington Business Park, Reading.
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We discuss your circumstances and objectives, and explain how we work and how our fees are structured. The initial consultation is free of charge.
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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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![Person smiling in a meeting with a laptop and glass of water visible in the foreground.]()
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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![Portrait of a smiling man in a suit and white shirt, black and white photo.]()
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
Arrange a Free Consultation
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Get in touch to ask us any questions.
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 level of recognition reflects the standard of advice we provide to clients in Aylesbury.
Serving Clients in Aylesbury and Beyond
While our offices are based in London and Berkshire, we work with clients across Aylesbury and the Vale.
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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