Financial Advisor Hampshire
Patronus Partners is a leading financial advisor in Hampshire and London.
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 financial advisory firms are often sub-optimal for their clients.
As an independent financial advisor in Hampshire 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 in an unconflicted unbiased way, with no “in-house” products.
We invest only what we believe to be 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 wealth management 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 Hampshire 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.
London
3 Fitzhardinge Street, London. W1H 6EF
Hampshire/Berks
1650 Arlington Business Park, Waterside Drive, Berkshire RG7 4SA
“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
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Navigate Hampshire's Financial Landscape with Confidence: Finding the Right Advisor
Hampshire, with its rolling hills, charming villages, and vibrant coastal towns, is a magnet for residents seeking a balanced lifestyle. Yet, amidst the picturesque landscapes and bustling harbors, many grapple with navigating their financial goals. Whether you're a young professional building a career, a family planning for the future, or approaching retirement, finding the right financial advisor in Hampshire can be the key to unlocking financial security and peace of mind.
Why Seek a Financial Advisor in Hampshire?
Expert Guidance: Financial advisors possess in-depth knowledge of complex financial products, markets, and regulations. They can translate financial jargon into actionable plans, empowering you to make informed decisions aligned with your unique circumstances and goals.
Tailored Solutions: A good advisor recognizes your financial fingerprint - your risk tolerance, income trajectory, and aspirations. They'll craft personalized strategies, be it saving for a house in the New Forest, planning for retirement in a quaint Hampshire village, protecting your loved ones, or securing your dream boat for exploring the Solent.
New Forest in Hampshire
Stress-Free Management: Managing investments, insurance, and taxes can be time-consuming and stressful. A financial advisor takes the helm, freeing you to focus on what matters most, while ensuring your financial health thrives.
Types of Financial Advisors in Hampshire:
Independent Financial Advisors (IFAs): Champions of unbiased advice, IFAs prioritize your best interests, offering solutions from a broad spectrum of providers. They are your trusted ally on the financial journey.
Restricted Financial Advisors (RFAs): Specializing in specific products or services, like mortgages or investments from a particular provider, RFAs offer in-depth expertise within their chosen field.
Wealth Managers: Catering to high-net-worth individuals, wealth managers provide comprehensive financial planning services, often addressing complex investment strategies and estate planning.
Finding the Right Financial Advisor in Hampshire:
Recommendations: Network with friends, family, or your accountant for trusted referrals. Their personal experiences can offer valuable insights.
Online Directories: Utilize reputable platforms like Unbiased or Vouched to compare advisors based on qualifications, services, and client reviews.
Initial Consultations: Meet with several advisors to assess their approach, communication style, and fees. Choose someone you feel comfortable trusting and whose vision aligns with your goals.
Why Choose Patronus as Your Financial Advisor in Hampshire?
Patronus stands out as a beacon of ethical, personalized financial guidance in Hampshire. We embody the qualities of our namesake, the magical guardian, fiercely protecting your financial future. Here's what sets us apart:
Independent & Unbiased: We are your independent allies, prioritizing your best interests above all else. You get solutions curated from the entire market, not limited to specific providers.
Holistic Approach: We go beyond numbers, understanding your values, aspirations, and risk tolerance. Our plans are bespoke masterpieces, reflecting your unique financial fingerprint.
Transparency & Communication: We believe in open dialogue, keeping you informed at every step. You'll always be in the loop, making informed decisions with confidence.
Long-Term Partnership: We're not here for a quick transaction but a lasting relationship. As your financial landscape evolves, so will your plan, with us by your side.
Long-Term Financial Advice in Hampshire:
Regular Reviews: Life circumstances change, and so should your financial plan. Regular reviews ensure your strategy stays on track, adapting to new opportunities and challenges.
Open Communication: Don't hesitate to ask questions or express concerns. Your advisor is your financial confidante, and open dialogue is key to a thriving plan.
Continuous Learning: The financial landscape is dynamic. Embrace educational resources and workshops offered by Patronus or community organizations to stay informed and empowered.
Hampshire: A Community Committed to Financial Wellbeing:
Beyond its stunning landscapes and bustling towns, Hampshire boasts a community dedicated to financial well-being. Initiatives like the Hampshire Credit Union and the Hampshire County Council's Financial Inclusion Strategy provide tools and support for residents at all stages of their financial journey.
High Authority Resources:
Financial Conduct Authority (FCA):
Hampshire: A Tapestry of History, Coastline, and Country Charm
Hampshire, nestled in the heart of southern England, is a county that weaves together a tapestry of vibrant history, breathtaking coastline, and idyllic countryside. From the bustling port city of Portsmouth to the rolling hills of the New Forest, Hampshire offers something for everyone – whether you're a history buff, an outdoor enthusiast, or simply seeking a charming escape.
A Stroll Through Time:
Portsmouth's Maritime Might: Immerse yourself in the rich naval heritage of Portsmouth, home to the iconic HMS Victory, flagship of Lord Nelson at the Battle of Trafalgar. Explore the Historic Dockyard, witness the awe-inspiring Mary Rose, and stand on the ramparts of Spitbank Fort.
Winchester's Regal Legacy: Step back in time at Winchester, England's ancient capital. Marvel at the magnificent Winchester Cathedral, a masterpiece of Gothic architecture, and explore the Winchester Castle, once a royal residence.
Stepping Stones Through History: Scattered throughout Hampshire are hidden gems that whisper of the past. Explore the ruins of medieval castles like Odiham and Porchester, or delve into the mysteries of Stonehenge, a prehistoric monument shrouded in legend.
Solent Shores: Embrace the coastal charm of Hampshire with its sandy beaches and dramatic cliffs. Hike along the South Downs National Park, a haven for wildlife and breathtaking views, or soak up the sun on the golden sands of Hayling Island.
Isle of Wight Adventure: Take a ferry to the Isle of Wight, a jewel in the Solent. Discover charming towns like Cowes and Yarmouth, explore the Needles rocks, or cycle through rolling countryside.
Isle of Wight
Portsmouth Harbour: Witness the vibrant maritime life at Portsmouth Harbour. Spot majestic cruise liners, historical warships, and lively ferries, or take a boat trip to explore the hidden coves and inlets of the Solent.
Countryside Delights:
New Forest Enchantment: Immerse yourself in the ancient magic of the New Forest, a sprawling wilderness of ancient oaks, roaming ponies, and hidden villages. Hike through the emerald glades, cycle along winding paths, or simply relax and enjoy the tranquility.
New Forest
Vineyards & Villages: Discover Hampshire's hidden gems like the picturesque village of Hambledon, renowned for its cricket green, or explore the rolling vineyards of the Itchen Valley, home to award-winning wines.
Hambledon village
Market Towns & Pubs: Wander through charming market towns like Petersfield and Alton, browsing local produce and crafts. Sample the delights of Hampshire's pub culture, savoring hearty meals and local ales in traditional settings.
High Authority Resources:
Visit Hampshire: https://www.visit-hampshire.co.uk/: https://www.visit-hampshire.co.uk/
Hampshire County Council: https://www.hants.gov.uk/: https://www.hants.gov.uk/
National Trust - Hampshire: https://www.nationaltrust.org.uk/hampshire: https://www.nationaltrust.org.uk/hampshire
South Downs National Park: https://www.southdowns.gov.uk/: https://www.southdowns.gov.uk/
Beyond this glimpse into its wonders, Hampshire offers endless opportunities for exploration and discovery. So, pack your bags, lace up your walking boots, and prepare to be captivated by this enchanting county – where history whispers, coastlines beckon, and the countryside embraces.
About Patronus Financial Planning:
Patronus is your trusted financial guardian in Hampshire. We offer unbiased, personalized advice, crafting bespoke plans to unlock your financial potential and secure your future. Contact us today for a free consultation and let us guide you towards aUseful Resources for people needing Financial Advice:
Investopedia - Financial Advisor:
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MoneyHelper - Choosing a Financial Advisor:
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Forbes UK - How to Choose a Financial Advisor:
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FT Adviser:
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The Personal Finance Society - Find an Adviser:
Professional Expertise, Ethical Guidance: Seeking a financial advisor committed to ethical practices and professional excellence? Look no further than the Personal Finance Society's curated directory. Connect with experienced professionals adhering to the highest standards, access valuable member resources, and find the perfect partner to help you achieve your financial goals with confidence:
Investopedia - Financial Advisor (Glossary):
Decipher the Financial Advisor Jargon: Feeling lost in the alphabet soup of financial terms? Investopedia's comprehensive glossary defines "financial advisor" and related terms, ensuring you navigate the world of finance with clarity and confidence:
en.wikipedia.org/wiki/Financial_adviser:
Demystifying the Financial Advisor Landscape: Dive deep into the world of financial advisors with Wikipedia's comprehensive entry. Explore different types of advisors, understand their roles and responsibilities, and uncover valuable insights to inform your search for the right financial guidance.
Uncover Expert Financial Advice in The Guardian: Seeking financial guidance with a journalistic edge? The Guardian's dedicated section on financial advisors features insightful articles, expert commentary, and thought-provoking analyses to empower your financial decisions:
Financial Wellbeing for Medical Professionals: Designed specifically for those in the medical field, medicsmoney.co.uk offers expert financial advice tailored to your unique needs and challenges. Connect with a medical financial advisor who understands your career trajectory and can help you achieve financial security:
Navigate the Financial Maze with Bankrate: Unravel the complexities of choosing a financial advisor with Bankrate's practical guide. Learn key questions to ask, compare fee structures, and discover valuable resources to find the perfect financial partner for your unique goals.
Do You Need a Financial Advisor? MoneyHelper Has the Answer: Unsure if seeking financial advice is the right move for you? MoneyHelper's insightful guide helps you assess your situation, understand the benefits of working with an advisor, and make an informed decision about your financial future.
Unlock the Expertise of Top Wealth Advisors: Seek guidance from the best in the business with Barron's prestigious list of top private wealth advisors. Discover industry leaders, explore their specialized skills, and find the ideal advisor to manage your significant assets and secure your financial future.
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Financial Guidance at Your Fingertips: Access Expert Advice from Citizens Advice: Feeling overwhelmed by debt or struggling to manage your finances? Citizens Advice's friendly and accessible guide connects you with free, impartial financial advice to help you regain control and build a brighter financial future:
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Independent Advisor Directories:
MoneySavingExpert: Offers resources and advice on finding an advisor, alongside their own directory.
Personal Finance Society: - Includes both independent and restricted advisors, searchable by location and specialisms.
Government and Regulatory Bodies:
Media and News Websites:
Financial Advice Websites:
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