Financial Advisor in Buckingham
Patronus Partners provides independent financial advice to business owners, families and individuals in Buckingham and the surrounding villages. Our work covers pensions, investment management, retirement planning and tax.
The firm was founded in 2015 and is owned by its staff. Without any funds or products of our own, we are able to recommend whatever is most suitable for each client.
Financial Advice in Buckingham
Buckingham is a historic market town in the north of the county, home to the University of Buckingham and within easy reach of Silverstone, Milton Keynes and Oxford. Many of its residents run their own businesses or work for themselves.
For business owners, personal and company finances are often closely linked. Planning may involve how profits are drawn, how pension contributions are made through the business, and how wealth is built up outside it, so that the family is not reliant on the business alone.
We work with clients in Buckingham and nearby villages, including Maids Moreton, Gawcott, Padbury, Tingewick and Steeple Claydon. Meetings can take place by telephone, by video call or in person.
What we do
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We help clients organise their finances so that pensions, savings and investments work together, with careful attention to tax. Each plan is reviewed as circumstances and legislation change. We do not charge initial fees for financial advice.
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Portfolios are designed around each client’s goals and attitude to risk, and are managed with a long-term outlook. As an independent firm with no in-house funds, we choose investments purely on their merits.
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Execution-only trading and custody are available to clients who prefer to make their own investment decisions. Our trading desk also acts for hedge funds and family offices.
A Different Approach to Financial Advice in Buckingham
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 Buckingham, 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 Buckingham, 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 Buckingham?
Independence
As a staff-owned firm with no external shareholders, we have no reason to recommend anything other than what is right for the client.
Freedom
We are able to select investments and providers from across the market, with no obligation to use particular products.
Performance
Our approach is focused on long-term outcomes. Our portfolios have consistently delivered strong performance relative to industry benchmarks.
Experience
Our team has worked at senior level in banking, hedge funds and investment management, and brings that experience to private clients.
Close Relationships
We work with a limited number of clients, so you will know the people looking after your affairs and be able to speak to them directly.
Fees
There is no initial fee for financial advice, and ongoing fees are explained and agreed before we begin.
How We Can Help
We can advise on areas including:
Pension planning for company directors and the self-employed
Employer pension contributions made through a limited company
Building investments outside the business
Making full use of pension, ISA and other tax allowances
Retirement planning and the timing of retirement
Inheritance tax planning and the transfer of wealth to future generations
Financial Advice FAQs
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Yes. We can review how pension contributions are being made, including contributions paid directly by your company, and how they fit with your wider financial plans.
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Yes. We are happy to meet clients in person in Buckingham, 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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Yes. There is no charge for the initial consultation, and no initial fee for financial advice.
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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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James Blackmore
Trader
Arrange a Free Consultation
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Arrange A Call
Pick a convenient time to speak to one of our team.
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Email Us
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 Buckingham.
Serving Clients in Buckingham and Beyond
While our offices are based in London and Berkshire, we work with clients across Buckingham and North Buckinghamshire.
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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