Financial Advisor in Chesham
Patronus Partners advises individuals and families in Chesham and the surrounding Chiltern villages on investments, pensions and planning for retirement.
We are an independent, staff-owned firm, founded in 2015. We do not manage any funds of our own, so our advice is not linked to the sale of any particular product.
Financial Advice in Chesham
Chesham is a market town in the Chess Valley, surrounded by the Chiltern Hills and within reach of London by the Metropolitan line.
Many of the clients we speak to have built up savings and pensions over a long period, but are unsure whether their money is invested in the right way, or how it should provide an income once they stop work. Holding large sums in cash can feel safe, but over time its value may be eroded by inflation.
We work with clients in Chesham, Chesham Bois, Ley Hill, Ashley Green, Bellingdon and Chartridge. Meetings can take place by telephone, by video call or in person.
What we do
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We consider each client’s income, savings, pensions and tax position together, and set out a plan that is clear and achievable. The plan is kept under review as circumstances and legislation change. We do not charge initial fees for financial advice.
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We manage portfolios with the aim of meeting each client’s objectives, whether that is growth over many years or a dependable income. Because we have no in-house funds, investments are selected on their merits alone.
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Clients who wish to direct their own investments can use our execution-only trading and custody services. Our trading desk also works for hedge funds and family offices.
A Different Approach to Financial Advice in Chesham
The business was built by people who had spent years working within larger financial institutions and wanted to offer something more independent and aligned with clients.
“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.
That thinking continues to shape how we work with clients in Chesham today — providing advice without the restrictions, sales pressures or product bias often associated with larger firms.
The Unspoken Truth…
is that many financial advice firms have become increasingly standardised, with growth and scale often taking priority over personal relationships and independent thinking.
Working independently means we are not tied to in-house funds, model portfolios or shareholder expectations.
Our role is to provide clear advice and thoughtful investment guidance designed around long-term financial outcomes.
"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 Chesham?
Independence
Patronus Partners is owned by its staff, with no outside shareholders and no sales targets, so our recommendations are made in the client’s interest.
Freedom
We can choose from the whole of the market, rather than from a restricted list of funds or providers.
Performance
Portfolios are managed with a long-term focus, balancing opportunity with careful risk management.
Experience
Our advisers and investment managers have held senior positions at banks, hedge funds and investment firms.
Close Relationships
We look after a limited number of clients, which means you will deal with the same team over the long term.
Fees
Our fees are set out clearly before any work begins, and there is no initial charge for advice.
How We Can Help
We can advise on areas including:
Investing savings held in cash
Investment management across pensions, ISAs and general investment accounts
Planning a regular income in retirement
The review of existing pensions and investments
Making full use of pension, ISA and other tax allowances
Inheritance tax planning and the transfer of wealth to future generations
Financial Advice FAQs
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It depends on your plans and how soon you may need the money. We will look at your circumstances as a whole before making any recommendation, and some money is usually best kept in cash.
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Yes. We are happy to meet clients in person in Chesham, and many also 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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No. The initial consultation is free of charge, and we do not charge initial fees 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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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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Arrange A Call
Pick a convenient time to speak to one of our team.
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Arrange a time to receive a free consultation.
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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 independent approach to wealth management and long-term investment thinking.
“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 provided to clients in Chesham and across the wider Chiltern area.
Serving Clients in Chesham and Beyond
While our offices are based in London and Berkshire, we work with clients across Chesham and the Chiltern villages.
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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