Financial Advisor in High Wycombe
Patronus Partners provides independent financial advice to private clients, families and business owners in High Wycombe and the surrounding Chiltern area. Our advice covers financial planning, pensions, investment management and the transfer of wealth between generations.
Established in 2015, the firm is owned by its staff and has no in-house funds or products. Our team has previously held senior positions at banks, hedge funds and investment firms.
Financial Advice in High Wycombe
High Wycombe has a long history of furniture making, and owner-managed businesses remain an important part of the local economy. With the M40 and direct Chiltern Railways services to London Marylebone, the town is also home to many professionals who work in London.
For business owners, financial planning often includes the extraction of profits and pension contributions made through the business, alongside the investment of personal wealth held outside it.
We work with clients in High Wycombe, Hazlemere, Tylers Green, Penn, Flackwell Heath, Loudwater, Downley, Naphill and West Wycombe. Meetings can take place by telephone, by video call or in person.
What we do
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Each financial plan is built around the client’s objectives, with careful attention to tax efficiency across pensions, ISAs and other arrangements.
Plans are kept under review as legislation and circumstances change.
We do not charge initial fees for financial advice.
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We manage portfolios with a long-term perspective, adjusting them as market conditions and client requirements change.
Without in-house funds, each investment is selected on the basis of its merits alone.
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Clients may also use our execution-only trading and custody services, holding all of their investments within one structure.
Our trading desk also acts for hedge funds and family offices.
A Different Approach to Financial Advice in High Wycombe
At Patronus Partners, 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 High Wycombe, 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 High Wycombe, 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 High Wycombe?
Choosing the right financial advisor in Wycombe is about more than performance — it’s about independence, clarity and long-term alignment.
Independence
As an employee-owned firm with no external shareholders, we are free from the commercial pressures that can influence advice at larger organisations.
Freedom
We have no proprietary funds to promote and no predetermined investment strategy, which allows each portfolio to reflect the needs of the individual client.
Performance
Our approach is focused on long-term outcomes. Our portfolios have consistently delivered strong performance relative to industry benchmarks.
Experience
Our team brings experience from senior roles within global financial institutions, hedge funds and investment firms.
Close Relationships
By limiting the number of clients we take on, we are able to offer continuity of service and direct access to the team managing your affairs.
Fees
Fees are set out clearly before any work begins, and there are no initial charges for advice.
How We Can Help
We can advise on areas including:
Financial planning and the use of available tax allowances
Employer pension contributions for company directors
Pension contributions, annual allowances and carry forward
Retirement income planning
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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Yes. We will look at each pension in turn, including how it is invested, the charges applied and any guaranteed benefits, before recommending whether any changes would be in your interests.
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An initial consultation is an opportunity to discuss your circumstances and objectives and to understand how we work. It is provided free of charge, and there are no initial fees for financial advice.
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No. We are happy to meet clients in person in High Wycombe, 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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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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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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Dan Dowding
Head of Wealth Management
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Penny Rooney
Head of Compliance
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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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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 High Wycombe.
Serving Clients in High Wycombe and Beyond
While our offices are based in London and Berkshire, we work with clients across High Wycombe and South Buckinghamshire.
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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