Financial Advisor in Newport Pagnell
Patronus Partners provides independent financial advice and retirement planning to individuals and couples in Newport Pagnell and the surrounding villages of North Buckinghamshire.
The firm was founded in 2015 and is owned by its staff. We have no funds or products of our own, which means our advice is based solely on each client’s needs.
Retirement Planning in Newport Pagnell
Newport Pagnell is a historic market town on the River Ouse, long associated with Aston Martin, which built its cars here for more than fifty years, and now sitting on the edge of Milton Keynes.
The most common question we are asked is whether a client has enough to retire, and when. Answering it means looking at pensions, savings, the State Pension and expected spending together, and testing how long the money might last under different assumptions. Starting this planning several years before retirement usually leaves more options open.
We work with clients in Newport Pagnell, Tickford End, Lathbury, Sherington, Chicheley and North Crawley. Meetings can take place by telephone, by video call or in person.
What we do
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We help clients understand where they stand today and what they will need in retirement, and then set out a plan to get there. The plan is reviewed regularly as circumstances and legislation change. We do not charge initial fees for financial advice.
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We manage portfolios with each client’s retirement plans in mind, adjusting the approach as retirement draws closer. As we have no in-house funds, every investment is chosen on merit.
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Execution-only trading and custody are available for clients who prefer to manage some of their own investments. Our trading desk also acts for hedge funds and family offices.
A Different Approach to Financial Advice in Newport Pagnell
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 Newport Pagnell, ensuring advice remains 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 Newport Pagnell, we are not constrained by in-house funds, excessive client volumes or shareholder pressures.
Our focus is 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 Newport Pagnell?
Independence
Patronus Partners is staff-owned, with no outside shareholders and no sales targets to influence our advice.
Freedom
We can recommend from across the market rather than from a restricted panel of providers.
Performance
Our approach is focused on long-term outcomes. Our portfolios have consistently delivered strong performance relative to industry benchmarks.
Experience
Members of our team have held senior roles at global banks, hedge funds and investment firms.
Close Relationships
We work with a limited number of clients, so you will have direct access to the people responsible for your plan.
Fees
Our fees are agreed with you before any work begins, and there is no initial charge for financial advice.
How We Can Help
We can advise on areas including:
Working out how much is needed to retire
Deciding when to retire
Pension contributions in the years before retirement
Drawing a retirement income from pensions, ISAs and other savings
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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It depends on what you expect to spend, the income you will receive and how long it needs to last. We look at all of these together and show how your plans hold up under different assumptions.
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Yes. We are happy to meet clients in person in Newport Pagnell, 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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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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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 recognition reflects the standard of advice we provide to clients in Newport Pagnell and the wider Milton Keynes area.
Serving Clients in Newport Pagnell and Beyond
While our offices are based in London and Berkshire, we work with clients across Newport Pagnell and North Buckinghamshire.
Berkshire
1650 Arlington Business Park, Reading, Berkshire. RG7 4SA
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