Financial Advisor Berkshire
Patronus Partners is a leading financial advisor with offices in Berkshire and London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading Financial Advisor in Berkshire
Patronus was founded in 2015 on the realisation that large financial advice firms are often sub-optimal for clients.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned financial advice company in Berkshire.
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 advice 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 Berkshire 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 offering financial advice in Berkshire we are able to offer a flexible investment style, in order to capitalise on the ever-changing macro-economic environment.
We can actively position portfolios, whatever the evolving investment landscape, and, as we are an independent financial advisor firm in Reading offering financial advice, 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 Berkshire?
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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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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“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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Berkshire, often referred to as England’s Royal County, is renowned for its historic landmarks, vibrant market towns, and robust economy. From the bustling commercial hub of Reading to the elegance of Windsor, Berkshire attracts individuals and families who want to secure their financial futures in a way that reflects both modern opportunity and timeless tradition.
Working with a skilled financial advisor in Berkshire provides clarity and confidence. At Patronus Partners, we combine local knowledge with national expertise to deliver tailored financial strategies that help you plan, protect, and prosper.
What a Financial Advisor Can Do for You
Choosing the right financial advisor isn’t just about numbers — it’s about creating a roadmap for life’s key milestones.
Personalised Financial Planning
A comprehensive review of your income, assets, and goals to create a strategy that evolves as your circumstances change.
Investment Management
Designing portfolios that balance growth with resilience, ensuring your money works hard while reflecting your risk appetite.
Retirement Planning
From pension reviews to income planning, we help Berkshire residents prepare for a financially secure and rewarding retirement.
Estate and Inheritance Planning
Protecting your legacy with carefully structured wills, trusts, and strategies that safeguard wealth for future generations.
Risk and Insurance Advice
Identifying potential vulnerabilities and recommending insurance solutions to provide peace of mind against unexpected events.
Financial Advice Across Berkshire
Every town in Berkshire brings its own opportunities and challenges. Our services are designed with local knowledge in mind:
Reading – Berkshire’s economic hub, where many professionals seek investment strategies and retirement planning tailored to a fast-paced lifestyle.
Windsor – A town with deep heritage and prestige, where estate planning and wealth preservation are often top priorities.
Maidenhead – With its riverside setting and ongoing regeneration, investment management and property planning play a significant role for residents.
Newbury – A market town with strong transport links and rising property values, ideal for families seeking holistic wealth planning.
Bracknell & Wokingham – Growing business centres where many investors look to balance entrepreneurial ambitions with long-term financial security.
Why Choose Patronus Partners in Berkshire?
Local Insight with National Expertise – We understand Berkshire’s economic strengths, from Reading’s tech corridor to Windsor’s tourism-driven prosperity.
Independent Advice – As a firm not tied to specific providers, we offer solutions chosen for their suitability, not sales targets.
Client-Centred Relationships – Our focus is on long-term partnerships, providing ongoing support as your needs evolve.
Regulated and Trusted – All our advisers are authorised and regulated by the Financial Conduct Authority (FCA), ensuring professionalism and accountability.
FAQs About Financial Advice in Berkshire
1. Why is Berkshire a strong location for financial planning?
Berkshire’s economy benefits from both global firms in Reading and the prestige of Windsor’s heritage. A financial advisor can help you make the most of opportunities here — from property growth in Maidenhead to investment potential in Newbury.2. Can a financial advisor help with property wealth in Berkshire?
Yes. With rising property values in areas such as Reading and Windsor, many residents have substantial wealth tied up in real estate. A financial advisor can guide you on releasing equity, tax-efficient inheritance strategies, or diversifying into other investments.3. What’s the benefit of local advice compared to a national firm?
Local advisers in Berkshire understand the county’s specific financial landscape — from commuter-belt pensions planning to estate strategies for rural villages. This insight ensures advice is more aligned to your lifestyle and community.4. How do I know if I’m choosing the right financial advisor in Berkshire?
Check their FCA registration, ask about their experience with clients in Berkshire, and ensure they offer independent advice rather than being tied to specific products. A good advisor should also take time to understand your personal and family goals.5. Do financial advisors only work with high-net-worth clients in Berkshire?
Not at all. Whether you’re a young professional in Reading, a family in Newbury, or planning retirement in Windsor, financial advice can be tailored to your circumstances. Advisors support clients at all wealth levels.Useful Resources
Financial Conduct Authority (FCA) – Check if your advisor is authorised
MoneyHelper – Free financial guidance and resources
Pensions Advisory Service – Understanding pensions and retirement planning
Berkshire Live – Stay up to date with local economic news
Berkshire County Council – Community and local government updates
Secure Your Financial Future with Patronus Partners
Whether you’re a professional in Reading, a family in Maidenhead, or planning your legacy in Windsor, Patronus Partners provides the guidance you need to make confident financial decisions. From investment strategies to estate planning, our team is here to help you achieve long-term stability and peace of mind.
Take the first step towards clarity and control — contact our Berkshire financial advisors today.
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