Wealth Management Oxfordshire
Patronus Partners is a leading boutique wealth management firm with offices near Oxfordshire and in London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading wealth management company in Oxfordshire
Patronus was founded in 2015 on the realisation that large wealth management companies are often sub-optimal for clients.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned wealth management firm near Oxfordshire.
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 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 a boutique wealth management firm in Oxfordshire, 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 firm in Oxfordshire, 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 in Oxfordshire?
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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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
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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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Financial Clarity in the Heart of Oxfordshire
Oxfordshire is renowned for its ‘dreaming spires’, historic market towns, and rolling countryside. It’s a county where heritage meets innovation, from world-class universities and research hubs to thriving rural economies and family-owned businesses. In such a dynamic setting, many residents seek tailored wealth management in Oxfordshire to safeguard their future and capitalise on the opportunities this county offers.
Why Wealth Management Matters in Oxfordshire
Whether you’re a professional commuting to London, a business owner in Banbury, or a family building roots in the Cotswolds, financial security is a priority. Wealth management goes beyond basic financial planning — it’s about integrating investments, tax strategies, and estate considerations into a comprehensive plan that supports your lifestyle today and secures your legacy tomorrow.
Key areas of focus include:
Investment Management – building portfolios that balance growth and protection.
Retirement Planning – preparing for later life with confidence and clarity.
Tax Efficiency – structuring wealth to minimise liabilities.
Estate & Succession Planning – ensuring your assets are passed on smoothly.
Trust Management – protecting Wealth for Future Generations.
Patronus: Independent Wealth Management in Oxfordshire
At Patronus, we take pride in offering independent, whole-of-market advice to clients across Oxfordshire. Our approach is professional yet personal, shaped by the understanding that no two financial journeys are the same.
What makes us different:
Unbiased Guidance – we’re not tied to any provider, so every recommendation is made in your best interest.
Tailored Strategies – whether you’re focused on property, pensions, or investments, your plan is unique to you.
Clear Communication – we explain every step in straightforward language.
Ongoing Support – regular reviews and adjustments keep your financial plan on track as life evolves.
Living and Investing in Oxfordshire
Oxfordshire is a county of contrasts — vibrant Oxford, historic Woodstock, and rural villages scattered through the Cotswolds. It’s also home to a growing number of professionals, entrepreneurs, and families seeking a balance between countryside living and city access. Having a trusted wealth manager who understands both the local economy and the broader financial landscape helps you align your money with your lifestyle ambitions.
FAQs – Wealth Management in Oxfordshire
Is wealth management only for high-net-worth clients?
No. While complex cases often require in-depth planning, many professionals and families in Oxfordshire benefit from structured advice to grow and protect their wealth.What’s the benefit of choosing an independent wealth manager?
Independence means advice isn’t restricted to certain providers or products. You get a wider range of options, tailored purely to your needs.Can wealth managers help with inheritance tax planning?
Yes. Estate and succession planning are essential aspects of wealth management, enabling you to minimise tax liabilities and preserve family wealth.How do reviews work?
Most clients review their plans annually, but additional reviews are recommended if you experience significant life changes, such as selling a business, relocating, or approaching retirement.Useful Resources
Take Control of Your Future
With Patronus Wealth Management in Oxfordshire, you can enjoy the confidence that your finances are structured to support your goals, protect your family, and build lasting security. Whether you’re planning for retirement, managing complex investments, or thinking about inheritance, our independent advice gives you clarity and peace of mind.
Contact Patronus today to begin your journey with an independent wealth manager who understands both your goals and your lifestyle.
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