Pension Advisor Hampshire
Patronus Partners is a leading pension advisor with offices in Hampshire and London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading Pension Advisor in Hampshire
Patronus was founded in 2015 on the realisation that large pension advice companies are often sub-optimal for clients.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned pension 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 pension 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 and pensions 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 pension advice firm 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, and, as we are an independent boutique pension advisor, 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 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 pension 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 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
Arrange a Free Consultation
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Book Free Consultation
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Email Us
Get in touch to ask us any questions.
“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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Securing a comfortable retirement begins with the right planning. Working with an experienced Pension Adviser in Hampshire ensures you receive tailored advice that reflects both your personal goals and the opportunities available across this diverse county.
Why Choose a Hampshire Pension Adviser?
Hampshire offers a unique blend of historic towns, vibrant communities, and rural landscapes. A local adviser understands the county’s varied character and can design strategies that suit residents in Winchester, Southampton, Portsmouth, Basingstoke, and beyond.
By working with a Hampshire-based adviser, you benefit from:
Personalised strategies tailored to your financial goals.
Insight into local and regional pension considerations.
Professional expertise backed by qualifications and years of experience.
Ongoing support to ensure your plan adapts as life changes.
Services We Provide
Retirement Planning Built Around You
From your first meeting through to annual reviews, your adviser will help create a pension plan that supports your future lifestyle and adapts to changing circumstances.
Investment & Risk Management
A successful pension strategy strikes a balance between growth and security. Your adviser will manage your portfolio to align with your risk tolerance and retirement goals.
Regulatory Guidance
Pensions come with complex rules and tax implications. Your Hampshire adviser will simplify the process, ensuring your plan remains compliant and efficient.
Professional Standards You Can Trust
When selecting a pension adviser, it’s important to look for:
Recognised qualifications, such as Chartered Financial Planner (CFP).
Membership of the Personal Finance Society (PFS) or similar bodies.
Proven experience and positive client feedback.
These credentials are reassurance that you’re receiving expert, ethical advice.
FAQs – Pension Planning in Hampshire
When should I start thinking about my pension?
Ideally, the earlier the better – but expert advice can add value at any stage of life. Whether you’re starting, mid-career, or approaching retirement, a local adviser can guide you.Can I transfer my pension if I’ve changed jobs?
Yes, many pensions can be consolidated or transferred. A Hampshire adviser will review your current arrangements and recommend the best option for your future.Do I need to live in Hampshire to work with a local adviser?
Not necessarily. Many clients prefer face-to-face meetings with someone who understands the county, but most advisers also offer remote consultations if that suits you better.How often should I check in with my pension adviser?
An annual review is recommended, with additional check-ins whenever your circumstances undergo significant changes.What fees should I expect from a pension adviser?
Charges vary depending on the adviser and the services you need. A professional adviser will be transparent about costs and explain the structure of fees.Retirement Living in Hampshire
Hampshire is one of England’s most attractive counties for retirement. With a blend of bustling towns, quiet villages, and a stunning coastline, it offers something for everyone.
Highlights include:
Heritage: Historic Winchester Cathedral, Portchester Castle, and Jane Austen’s House.
Outdoors: The South Downs, New Forest, and Hampshire’s coastline.
Culture & leisure: Southampton’s cultural quarter, Portsmouth’s historic dockyard, and a thriving food and market scene across the county.
This diversity makes Hampshire a wonderful place to plan – and enjoy – your retirement.
Useful Resources
For impartial information and official guidance:
· MoneyHelper – Choosing a Financial Adviser
· Gov.uk – Financial Advice Guidance
· Financial Conduct Authority (FCA) – Check an Adviser
Take the Next Step
Your pension is your future. With the right support from a Pension Adviser in Hampshire, you can take control of your retirement planning and build financial peace of mind.
Book a consultation today and begin your journey towards a secure and rewarding retirement.
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