Financial Advisor in Great Missenden
Patronus Partners advises individuals and couples in Great Missenden, Prestwood and the surrounding Chiltern villages, particularly those planning for or already in retirement.
Founded in 2015 and owned by its staff, the firm has no funds or products of its own. Our recommendations are based entirely on each client’s circumstances.
Financial Advice in Great Missenden
Great Missenden sits in the Misbourne valley, at the heart of the Chiltern Hills, and is perhaps best known as the home of the Roald Dahl Museum and Story Centre.
Many of our clients here are approaching retirement or have recently stopped work. Their income may come from several sources: personal and workplace pensions, ISAs and other savings, and the State Pension, which is now rising from age 66 to 67 between 2026 and 2028. Deciding which to draw on first, and how much, can affect both the tax paid and how long savings last.
We work with clients in Great Missenden, Little Missenden, Prestwood, South Heath and Ballinger. Meetings can take place by telephone, by video call or in person.
What we do
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We look at all of a client’s sources of income and savings together, and plan how they can be used efficiently through retirement. The plan is reviewed regularly as circumstances and legislation change. We do not charge initial fees for financial advice.
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We manage portfolios to provide growth, income or both, adjusting the balance as clients’ needs change over time. Investments are chosen independently, as we have no in-house funds.
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Clients who prefer to make their own decisions can use our execution-only trading and custody services. Our trading desk also acts for hedge funds and family offices.
A Different Approach to Financial Advice in Great Missenden
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 Great Missenden, ensuring advice remains independent, considered and aligned with long-term outcomes.
The Unspoken Truth…
is that many large financial advice firms are structured around scale, rather than client outcomes.
As an independent financial advisor working with clients in Great Missenden, we are not constrained by in-house funds, excessive client volumes or shareholder pressures.
Our focus is on 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 Great Missenden?
Independence
We are a staff-owned firm with no outside shareholders and no sales targets, so our advice is guided only by the client’s interests.
Freedom
Our recommendations are drawn from across the market, rather than from a list of preferred products.
Performance
Our approach is focused on long-term outcomes, with portfolios built around disciplined investment thinking and careful risk management.
Experience
Our team includes people who have held senior roles at banks, hedge funds and investment firms.
Close Relationships
We take on a limited number of clients, allowing us to work with them closely and over many years.
Fees
There is no initial fee for financial advice, and ongoing fees are agreed with you at the outset.
How We Can Help
We can advise on areas including:
Planning a sustainable income in retirement
The order in which pensions, ISAs and other savings are drawn
How the State Pension fits with other income
The review of existing pensions and investments
Investment management across pensions, ISAs and general investment accounts
Inheritance tax planning and the transfer of wealth to future generations
Financial Advice FAQs
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There is no single answer. It depends on your other income, your tax position and your plans for passing on wealth. We will look at your circumstances as a whole before recommending an approach.
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Yes. We are happy to meet clients in person in Great Missenden, 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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No. The initial consultation is free of charge, and there are no 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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![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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Book 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 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 recognition reflects the standard of advice we provide to clients in Great Missenden and the surrounding Chiltern area.
Serving Clients in Great Missenden and Beyond
While our offices are based in London and Berkshire, we work with clients across Great Missenden and the Chiltern villages.
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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