Financial Advisor in Marlow
Patronus Partners provides independent financial advice and investment management to individuals and families in Marlow and the surrounding Thames Valley.
The firm was founded in 2015 and is owned by its staff. With no funds or products of our own, we are free to recommend what is most suitable for each client.
Financial Advice in Marlow
Marlow sits on the River Thames between Henley and Maidenhead, and has long been home to people with careers in London and across the Thames Valley.
Many clients here hold substantial investments outside ISAs and pensions, whether built up over time or received from an inheritance or the sale of a property. Since the capital gains tax allowance was reduced to £3,000 and the dividend allowance to £500, the way these investments are held and managed has a greater effect on the tax paid each year.
We work with clients in Marlow, Marlow Bottom, Bisham, Little Marlow, Medmenham, Hambleden and Bourne End. Meetings can take place by telephone, by video call or in person.
What we do
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We consider how each client’s investments, pensions and other assets are held, and arrange them so that they work efficiently together. Plans are reviewed regularly as circumstances and tax rules change. We do not charge initial fees for financial advice.
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Our investment managers build portfolios around each client’s objectives and attitude to risk, paying close attention to how each holding is taxed. As we have no in-house funds, investments are chosen on their merits.
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For clients who prefer to manage some of their own investments, we offer execution-only trading and custody. Our trading desk also executes for hedge funds and family offices.
A Different Approach to Financial Advice in Marlow
Our approach is shaped by a clear philosophy — clients come before 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.
For clients in Marlow, this means independent advice, clear thinking and long-term guidance without the restrictions often found in larger financial institutions.
The Unspoken Truth…
is that many large financial advice firms are built around scale, not individual client outcomes.
As an independent financial advisor working with clients in Marlow, we are not constrained by in-house funds, excessive client volumes or shareholder demands.
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.
"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 Marlow?
Independence
Patronus Partners is owned by its staff, with no external shareholders and no sales targets. Our advice is shaped by the client’s interests alone.
Freedom
We are able to recommend investments and providers from across the market, with no products of our own to promote.
Performance
Our portfolios are built with a focus on long-term outcomes and disciplined investment thinking.
Experience
Our team has held senior roles at global banks, hedge funds and investment firms.
Close Relationships
We work with a limited number of clients, which allows us to know their affairs well and to respond quickly.
Fees
Fees are agreed in writing at the outset, and there is no initial charge for financial advice.
How We Can Help
We can advise on areas including:
Investment management across pensions, ISAs and general investment accounts
Reducing the tax paid on investments held outside ISAs and pensions
Using ISA and pension allowances each year
Investing an inheritance or the proceeds of a property sale
Retirement planning and retirement income
Inheritance tax planning and the transfer of wealth to future generations
Financial Advice FAQs
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Often, yes. Depending on your circumstances, this may involve making use of your ISA allowance each year, sharing investments with a spouse or civil partner, or realising gains gradually over several tax years.
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Yes. We are happy to meet clients in person in Marlow, 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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Yes. 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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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 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 Marlow and across the Thames Valley.
Serving Clients in Marlow and Beyond
While our offices are based in London and Berkshire, we work with clients across Marlow and the Thames Valley.
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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