Welcome to Dafferns Wealth

Independent Financial Advice you can trust

Dafferns LLP

Dafferns Wealth - Building better relationships through prosperity

Dafferns Wealth is a wealth management company based in Norwich with reach across the UK.

Dafferns Wealth offers integrated advice on all matters of personal and business finance with a strong focus on pensions, investments and protection.

As part of Insight Financial Associates Limited and through our many years in business we have continuously aimed to be the very best at what we do! We offer outstanding financial advice and support across the board to a diverse client base which includes businesses and individuals.

As our business continues to grow and we build on our reputation for excellence we want our clients to feel looked after. It is this dedication to our customers that makes us stand out from the crowd.

Dafferns Wealth - Dedicated to your financial freedom

Dafferns Wealth

Client Testimonials

A big thank you to our clients who left us a review

I’ve always received first-class service from Dafferns Wealth regarding my investment portfolio and the setting up of a Trust for my son. I’d recommend them to anyone who’s looking for an utterly honest and reliable financial advice company.

Robert James

Client

Dafferns Wealth has always given me the best advice I could wish for. They always come to Kent whenever I need to see them, they are quite exceptional!

Janet Lee

Client
Dafferns LLP

Dafferns Chartered Accountants working alongside Dafferns Wealth

Wealth management that truly makes a difference.

Pensions

Pensions

It is likely that your pension may be the most important investment you make in your lifetime, so it is vital that your pension is managed by experts. 

Tax Fee Protection

Investments

Whether you are looking to start a new investment portfolio, seeking advice on which assets to invest in, or you have an existing portfolio we can help.*

HR Services

Protection

Protecting you, your family and your business in the event of anything unforeseen happening with the appropriate financial protection.

Tax

Personal & Private Client Tax

Sensible, smart and mainstream, non-provocative tax planning, advisory and consulting.**

Advisory and strategy planning

Advisory & Strategy Planning

Dafferns can help you achieve your goals, implement plans and stay on track.

Corporate Finance

Corporate Finance

Dafferns are corporate finance experts and will help you to grow and realise the capital built up in your business.

*The value of your investments can go down as well as up, so you could get back less than you invested.
**The Financial Conduct Authority does not regulate tax advice.

Meet The Team

Say hello to the Dafferns Wealth team

Pam Atkins

Pam Atkins

Independent Financial Adviser

Dafferns Wealth

Kritesh Patel

Kritesh Patel

Independent Financial Adviser

Dafferns Wealth

Dafferns LLP

Our latest news and events

So what's been happening at Dafferns Wealth?

Last Minute Tax

Last Minute Tax

There’s just over two months left till the end of the tax year on 5 April. ...
Donald Trump has been inaugurated as the 47th President of the USA

Donald Trump has been inaugurated as the 47th President of the USA.

Donald Trump has been inaugurated as the 47th President of the USA, on arrival he has ...
Inheritance tax essentials guide

Inheritance tax essentials guide

Inheritance tax (IHT) is one of the most important considerations for anyone with a significant estate ...
Market Commentary February 2025

Market Commentary February 2025

Introduction The FTSE 100 hit record highs in January, as Donald Trump took office for the ...
UK Gilt Yields Hit Highest Level Since 1998 – Here’s What It Means For Portfolios

UK Gilt Yields Hit Highest Level Since 1998 – Here’s What It Means For Portfolios

UK Government borrowing costs have soared in the wake of its Autumn Budget, with some gilt ...
The Year Ahead For Personal Finances

The Year Ahead For Personal Finances

As a New Year arrives, so too do new challenges, opportunities and changes to keep in ...

Need some help with pensions, investments or protection?

Call us today 01603 268080 or email [email protected] for instant help!

Dafferns LLP

Make A Booking

Book an appointment with us today!

Appointments

Sign Up To Our Mailing List

Keep up to date with everything that's happening at Dafferns Wealth