Financial Advisor Newbury
Patronus Partners is a leading financial advisor with offices near Newbury and in London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading Financial Advisor in Newbury
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 Newbury.
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 financial advice 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.
We monitor changes in government legislation to make sure that our clients remain as tax efficient as possible and give ongoing advice on this.
We do not charge initial fees for financial advice.
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A changing investment environment requires adaptation, innovation, and focus. As a financial advice firm, 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, and, as we are an independent boutique financial advisor near Newbury, we are 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 Newbury?
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
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“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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Independent Financial Advice in the Heart of Newbury
Newbury, with its lively market square, historic racecourse, and riverside walks, is one of Berkshire’s most desirable towns to live and work in. Its mix of heritage and modern growth makes it a vibrant place to build a future — but with opportunity comes financial complexity. From mortgages and pensions to investments and inheritance planning, working with a Financial Advisor in Newbury can provide you with the clarity and confidence to make informed choices for your money.
Why Work with a Financial Advisor in Newbury?
Local Knowledge Meets Financial Expertise
A professional advisor understands both the global financial environment and the realities of life in Newbury — whether that’s planning for a family home in Greenham, supporting a business in the town centre, or preparing for retirement.
Tailored Planning for Every Stage of Life
Financial advice is never “off the shelf.” A good adviser will take the time to understand your situation, goals, and tolerance for risk before creating a bespoke strategy designed around you.
Simplifying the Complex
Managing pensions, ISAs, insurance, and tax planning can quickly become overwhelming. By working with an expert, you can spend less time worrying about money and more time enjoying Newbury’s thriving lifestyle.
Types of Advisors Available
Independent Financial Advisors (IFAs): Whole-of-market advice with no restrictions, giving you access to the broadest possible range of solutions.
Restricted Advisors: Specialists focused on a limited range of providers or products, often offering deep knowledge in their chosen area.
Wealth Managers: Ideal for high-net-worth individuals requiring more advanced financial and investment planning.
Choosing the Right Advisor in Newbury
When looking for a financial advisor in Newbury, consider:
Regulation – ensure they’re authorised by the Financial Conduct Authority (FCA).
Experience – look for strong local testimonials and proven expertise.
Costs – ask about fees upfront, whether fixed or percentage-based.
Connection – your advisor should be approachable and easy to work with for the long term.
Patronus: Your Trusted Partner in Newbury
At Patronus, we help individuals, families, and business owners across Newbury achieve financial clarity.
Independent & Unbiased – advice drawn from the whole market, not tied to providers.
Holistic Approach – planning that covers savings, pensions, investments, and protection.
Clear Communication – complex topics explained transparently.
Long-Term Focus – we build relationships that grow as your life and finances evolve.
Newbury as a Backdrop for Financial Planning
Newbury is more than just a historic market town — it’s a hub for modern business, education, and culture. Its excellent rail links, strong local economy, and attractive lifestyle mean that financial planning is an essential step for residents wanting to make the most of what the town has to offer. Whether you’re buying property, planning for retirement, or investing in your future, Newbury provides the perfect setting to put a strong plan in place.
FAQs
Do I need a financial advisor if I already save regularly?
Yes. An advisor ensures your savings are invested tax-efficiently and aligned with long-term goals.How often should I check in with my financial advisor?
Most people benefit from an annual review, but life changes (such as moving house or starting a family) may call for earlier updates.Can an advisor assist me in planning for retirement?
Absolutely. A financial advisor can review your pensions, forecast future income, and help structure your investments for security in later life.What makes an IFA different from a restricted adviser?
Independent advisors recommend products from across the market, while restricted advisers work with limited options. Independence generally gives you more flexibility.Useful Links & Resources
Plan Your Future with Confidence
Your finances deserve the same careful planning as any other part of your life. By working with a trusted Financial Advisor in Newbury, you can take control of your financial future with confidence. Whether your focus is buying a home, saving for retirement, or building long-term wealth, Patronus can help you establish the right structure.
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