Wealth Manager Hampshire
Patronus Partners is a leading boutique wealth manager in Hampshire and London. Spear's Magazine 'Top 10 Wealth Managers in the UK’ (James Barton).
A Leading wealth manager in Hampshire
Patronus was founded in 2015 on the realisation that large wealth managers are often sub-optimal for clients.
Patronus is an increasingly rare example of a genuinely independent, unconflicted, staff owned wealth manager 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 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 boutique wealth management 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 wealth management firm in Hampshire, 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 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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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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Richard Griffiths
Trading Manager
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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 Guidance Across Hampshire’s Coast, Countryside, and Cities
Hampshire is one of England’s most varied counties — home to bustling business hubs like Basingstoke, cultural centres such as Winchester, coastal escapes like Lymington, and the peaceful beauty of the New Forest. With such a diverse landscape, it’s no surprise that residents’ financial needs are equally wide-ranging. That’s where wealth management in Hampshire becomes essential — a tailored approach to preserving, growing, and transferring wealth across generations.
Why Wealth Management Matters in Hampshire
Wealth management is more than investment advice — it’s about creating a comprehensive plan that reflects your life today and the goals you’re working towards. In Hampshire, this might mean:
Managing Investments – portfolios that balance growth and stability, taking into account your personal objectives.
Planning for Retirement – whether that’s in a coastal village, a rural retreat, or a city apartment.
Tax Efficiency – structuring your finances to reduce liabilities and protect income.
Estate Planning – preparing for succession and inheritance in line with your wishes.
Family Wealth Protection – ensuring financial security for loved ones, whatever the future holds.
Patronus: Independent Wealth Managers in Hampshire
At Patronus, we understand the unique financial challenges and opportunities that Hampshire residents face. We work with clients across the county, from business owners and professionals to families and retirees, providing bespoke, independent wealth management strategies.
Why clients in Hampshire choose Patronus:
Unbiased Advice – as independent advisers, we’re not tied to providers. Every recommendation is in your best interest.
Tailored Strategies – whether your focus is property, pensions, or investments, we shape a plan around your goals.
Clear Communication – no jargon, just practical advice and ongoing support.
Long-Term Focus – your plan evolves with you, reviewed regularly to keep pace with life’s changes.
Wealth Management Across Hampshire’s Communities
Winchester & Market Towns – balancing heritage property assets with modern investment needs.
Basingstoke & Business Hubs – supporting professionals and entrepreneurs with growth strategies.
The New Forest & Rural Hampshire – property, land, and legacy planning for those with ties to the countryside.
South Coast & Solent Towns – incorporating coastal property and lifestyle goals into financial planning.
Wherever you are in Hampshire, Patronus ensures your financial strategy reflects both local opportunities and global considerations.
FAQs – Wealth Management in Hampshire
Do I need wealth management if I already have an accountant?
Yes. Accountants focus on tax compliance, while wealth managers develop long-term strategies that encompass investments, retirement planning, inheritance, and overall financial planning.How often should wealth plans be updated?
Annual reviews are recommended, with additional updates if you experience major life changes such as selling a property, starting a business, or receiving an inheritance.Is wealth management only for the very wealthy?
Not at all. While high-net-worth families often need complex planning, many Hampshire professionals and families benefit from structured advice to protect and grow their finances.Can Patronus work with clients across the whole county?
Yes. We support clients in towns, villages, and rural areas across Hampshire — tailoring strategies to each individual’s lifestyle and circumstances.Useful Resources
Take the Next Step
Hampshire offers a wealth of opportunities, from thriving business sectors to tranquil countryside retreats. With Patronus Wealth Management in Hampshire, you can approach your financial future with clarity, confidence, and a long-term plan built around you.
Contact us today to arrange your consultation and take control of your financial journey.
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