Wealth Management Basingstoke
Patronus Partners is a leading boutique wealth management near Basingstoke and London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading wealth management company near Basingstoke
Patronus was founded in 2015 on the realisation that large wealth management companies are often sub-optimal for clients. Too many firms seem to prioritise profit over their clients, becoming too large to add value.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned wealth management firm near Basingstoke.
Our clients benefit from our team’s experience working for larger wealth managers but prefer a more intimate, friendly and client focused boutique wealth management 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 an independant wealth management firm near Basingstoke, 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 wealth management near Basingstoke, 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 a wealth manager near Basingstoke?
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 Wealth Management in Basingstoke
Basingstoke has grown into one of Hampshire’s most important commercial centres — home to major employers, thriving business parks, and a fast-expanding population. For individuals and families in the town, this growth brings opportunity but also financial complexity. Working with a trusted wealth manager in Basingstoke enables you to maximise your current assets while safeguarding and expanding your wealth for the future.
Why Wealth Management Matters
Wealth management goes beyond investment advice. It’s about creating a long-term plan that balances growth, security, and legacy. In Basingstoke, where many residents are juggling careers, family commitments, and property goals, a personalised wealth strategy can provide clarity and peace of mind.
Key areas of focus include:
Investment Management – building a portfolio that reflects your risk profile and financial objectives.
Retirement Planning – ensuring your later years are secure, with income strategies tailored to your lifestyle.
Tax Planning – structuring assets to maximise tax efficiency and keep more of what you earn.
Estate & Succession Planning – protecting your legacy and making sure wealth passes smoothly to the next generation.
Trust Management – creating frameworks to safeguard assets and support family or charitable goals.
Patronus: Your Local Wealth Management Partner
At Patronus, we provide bespoke wealth management services to clients across Basingstoke and the wider Hampshire area.
Here’s what sets us apart:
Independent & Unbiased – we are not tied to any provider, so our advice is shaped solely around your needs.
Personalised Strategies – we take the time to understand your life goals, whether that’s achieving retirement comfort, funding education, or leaving a lasting legacy.
Transparent Communication – clear explanations, no jargon, and regular updates on your financial plan.
Long-Term Relationships – we see wealth management as a journey, adapting your plan as your life and the market evolve.
Living and Planning in Basingstoke
Basingstoke offers a unique backdrop for financial planning. Its strong transport links, diverse housing market, and growing economy mean residents often need a strategy that balances short-term priorities with long-term ambitions. Whether you’re preparing to buy property, planning a comfortable retirement, or seeking to protect family wealth, a wealth manager in Basingstoke can help you align your financial resources with your personal vision.
FAQs
What is the difference between wealth management and financial advice?
Wealth management is a broader concept, encompassing investment management, tax planning, estate planning, and long-term financial strategy. Financial advice may focus on specific products or shorter-term needs.Do I need wealth management if I already have savings and pensions?
Yes. A wealth manager ensures that all your assets work together efficiently, reducing tax exposure and building a clear roadmap towards your goals.Is wealth management only for high-net-worth individuals?
No. While traditionally aimed at affluent clients, wealth management services are now widely accessible and can benefit professionals, families, and business owners alike.How often should I review my wealth management plan?
Annual reviews are recommended, with adjustments made if there are significant life changes, such as selling a business, buying property, or planning for retirement.Useful Links & Resources
Build Your Future with Confidence
Your wealth should give you freedom, not worry. With expert wealth management in Basingstoke, you can protect what you’ve earned, grow your assets wisely, and secure your family’s future. Patronus is here to guide you with independent advice and a plan designed around your goals.
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