Financial Advisor Basingstoke
Patronus is a leading financial advisor with offices near Basingstoke and in London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading Financial Advisor Basingstoke
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 near Basingstoke.
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 boutique wealth management 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.
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 boutique wealth management 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 boutique wealth management firm, 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 pension advice firms are often sub-optimal for their clients.
As an independent pension 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 about their pensions in an unbiased way.
We only ever offer what we believe to be the 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 Basingstoke?
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 pension 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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![Smiling man wearing glasses and a white shirt sitting in a room with a blurred background.]()
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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![Bald man smiling in a white shirt against a plain background]()
Dan Dowding
Head of Wealth Management
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![Black and white selfie portrait of a woman outdoors with a blurred background of trees and sky.]()
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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![Black and white portrait of a smiling woman with long hair]()
Harriet Harrison
Operations
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![Black and white portrait of a man in a suit with a neutral expression.]()
Jonathan Jackson
Head of Research
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![Black and white portrait of a man in a suit]()
James Blackmore
Trader
Arrange a Free Consultation
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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
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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Independent Financial Advice for Basingstoke’s Growing Community
Basingstoke is one of Hampshire’s most dynamic towns — a place where history meets progress. With thriving business parks, excellent commuter links to London, and a fast-growing community, many residents are balancing career development, family life, and planning for the future. Working with a Financial Advisor in Basingstoke ensures your money is managed wisely, giving you confidence that your financial goals can be achieved no matter what stage of life you’re at.
Why Work with a Financial Advisor in Basingstoke?
Clarity in a Complex World
From mortgages and pensions to investments and tax planning, financial decisions can be complicated. An advisor translates complex products into clear, practical steps that suit your goals.
Tailored Strategies
No two households are the same. Whether you’re saving for your first home in Chineham, building wealth for retirement, or managing an inheritance, a financial advisor creates a bespoke plan designed around your circumstances.
Saving Time and Reducing Stress
Life in Basingstoke is busy. By handing the heavy lifting of financial planning to a professional, you can spend less time worrying about money and more time focusing on your family, work, and lifestyle.
Types of Financial Advisors
Independent Financial Advisors (IFAs): Whole-of-market access, ensuring advice that puts your interests first.
Restricted Advisors: Limited to specific products or providers but may have more profound expertise in those areas.
Wealth Managers: Aimed at high-net-worth individuals needing advanced investment, tax, and estate planning strategies.
Choosing the Right Financial Advisor in Basingstoke
When comparing advisors, consider:
Regulation – ensure the FCA authorises them.
Reputation – reviews and client testimonials provide insight into their service.
Costs – clarify fees upfront to avoid surprises.
Compatibility – choose someone with whom you feel comfortable working for the long term.
Patronus: Your Trusted Partner in Basingstoke
At Patronus, we bring independence, experience, and a personal approach to financial planning.
Independent Advice – we’re not tied to providers, meaning you get access to the full market.
Personal Service – our team takes the time to understand your life, values, and ambitions.
Clear Communication – no jargon, just straight answers and transparent planning.
Future-Focused – we build plans that adapt with you, not just for today but for tomorrow.
Living and Planning in Basingstoke
Basingstoke is more than a commuter town — it’s a hub of opportunity. Its mix of modern business parks, cultural attractions, and family-friendly communities makes it a strong base for long-term financial planning. From planning school fees to building retirement savings, residents benefit from having a strategy that grows in tandem with the town’s forward-looking spirit.
FAQs
Do I need financial advice if I already save each month?
Yes. Saving alone may not be enough. An advisor helps you structure savings, pensions, and investments so they work efficiently together.How often should I meet my advisor?
Most clients benefit from annual reviews, but it’s wise to check in sooner if your circumstances change significantly.Are financial advisors in Basingstoke regulated?
Yes. All UK advisors must be authorised by the Financial Conduct Authority (FCA). Always verify this before starting a relationship.What’s the advantage of choosing an independent advisor?
Independence means recommendations are based on the whole market rather than a single provider, giving you greater flexibility and choice.Useful Links & Resources
Take Control of Your Financial Future
Your finances deserve careful planning, especially in a town as fast-moving as Basingstoke. By working with a trusted Financial Advisor in Basingstoke, you can make confident decisions about your future, whether you’re focused on building wealth, protecting your family, or planning for retirement. Patronus is here to guide you every step of the way.
Speak to us…
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