Financial Advisor Hampshire
Patronus Partners is a leading financial advisor in Hampshire and London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading Financial Advisor in Hampshire
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 in Hampshire.
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.
As an independent financial advisor in Hampshire 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 in Hampshire 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,, as we are an independent financial advisor firm in Hampshire, 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 Hampshire?
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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Get in touch to ask us any questions.
“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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Trusted Financial Advice Across Hampshire
From the historic streets of Winchester to the harbours of Portsmouth and the natural beauty of the New Forest, Hampshire offers a dynamic mix of lifestyles and opportunities. With such diversity, financial planning here is rarely one-size-fits-all. A professional Financial Advisor in Hampshire can help you navigate the complexity, ensuring your money is structured around your goals, your family, and your future.
Why Work with a Financial Advisor in Hampshire?
Turning Complexity into Clarity
The world of pensions, investments, mortgages, and tax planning can be overwhelming. An experienced advisor simplifies the process, enabling you to make informed and confident decisions.
Planning That Fits Your Life
Whether you’re a young professional in Southampton, a family settling in a Hampshire village, or planning retirement near the coast, a good advisor creates a plan that reflects your unique situation.
More Time, Less Stress
Delegating the day-to-day management of your finances means you can focus on work, family, and lifestyle, while your advisor ensures your plan stays on track.
Types of Financial Advisors Available
Independent Financial Advisors (IFAs) – offering whole-of-market advice and tailored solutions without restrictions.
Restricted Advisors – focusing on specific providers or products, such as mortgages, pensions, or investments.
Wealth Managers – often serving high-net-worth individuals, providing advanced investment strategies, tax efficiency planning, and estate advice.
How to Find the Right Advisor in Hampshire
When searching for a financial advisor in Hampshire, consider:
FCA Authorisation – always check the Financial Conduct Authority register to confirm credibility.
Experience & Reviews – testimonials, client feedback, and case studies highlight proven expertise.
Fee Transparency – ensure you understand the costs before committing, whether they are percentage-based or fixed fees.
Compatibility – your advisor should be approachable, clear, and aligned with your long-term goals.
Patronus: Independent Advice Across Hampshire
At Patronus, we provide independent, transparent financial planning to clients nationwide.
Independent & Impartial – advice from the whole market, with your interests always first.
Holistic Support – strategies designed to balance growth, protection, and flexibility.
Clear Communication – financial advice delivered in plain English, with regular updates.
Partnership Approach – as your life changes, we adapt your financial plan to keep pace.
Hampshire as a Backdrop for Financial Planning
Hampshire is one of England’s most varied counties – home to thriving port cities, rural villages, and areas of outstanding natural beauty. Its economic strength is matched by its appeal as a place to live, making it vital to have a financial plan that matches both opportunity and cost of living. From planning for property purchases to securing long-term retirement income, Hampshire residents benefit from advice that reflects both local and global financial realities.
FAQs
Do I need a financial advisor if I already have savings and pensions?
Yes. An advisor helps you coordinate your savings, pensions, and investments so they work together efficiently towards your goals.How much does financial advice cost in Hampshire?
Fees vary depending on the adviser and service. Some charge a flat fee, while others take a percentage of the assets they manage. Transparency is essential, and a reputable adviser will explain costs clearly before you commit.Can advisors help with inheritance or estate planning?
Yes. Many financial advisors offer estate and inheritance planning to help you pass on wealth in the most tax-efficient way.When should I review my financial plan?
Ideally, once a year, but also after significant life events such as moving house, starting a family, or approaching retirement.Useful Links & Resources
Secure Your Financial Future in Hampshire
Whether you’re building wealth, protecting your family, or preparing for retirement, the proper guidance makes all the difference. Partnering with a trusted Financial Advisor in Hampshire gives you clarity, confidence, and control over your financial journey.
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