Dafferns LLP

Dafferns Wealth - Building better relationships through prosperity

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

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

As part of Dafferns LLP Chartered Accountants & Business Advisers Group and through our 120+ 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 Limited - Dedicated to your financial freedom

Dafferns Wealth

Client Testimonials

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

My IFA for many years at Dafferns Wealth is Steve Wheatcroft. I’ve always received first-class service from Steve regarding my investment portfolio and the setting up of a Trust for my son. I’d recommend Steve to anyone who’s looking for an utterly honest and reliable financial adviser.

Robert James

Client

Steve has always given me the best advice I could wish for. He always come to Kent whenever I need to see him and I believe that Dafferns Wealth is very lucky to have him. He is quite exceptional.

Janet Lee

Client
Dafferns LLP

Dafferns Chartered Accountants working alongside Dafferns Wealth

Wealth management that truly makes a difference.

Wealth

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 Planning

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

Steve Wheatcroft

Steve Wheatcroft

Independent Financial Adviser

Dafferns Wealth Limited

Rachel Legg

Rachel Legg

Independent Financial Adviser

Dafferns Wealth Limited

Dafferns LLP

Our latest news and events

What’s happening at Dafferns Wealth?
Introducing Dafferns Wealth

Introducing Dafferns Wealth

We are delighted to announce the launch of our brand new company Dafferns Wealth Limited.

Our new pension, investment and protection, independent financial advisory business, wholly owned by Dafferns.

Dafferns Wealth Limited is an Appointed Representative of Insight Financial Associates Limited which is authorised and regulated by the Financial Conduct Authority. Working with Insight, we have strength in depth, with access to the full Insight advisory team on all aspects of pension, investment and protection advice.

Pensions

Hartley Pensions FAQ

Hartley Pensions acquired the Pensions Administration business of Greyfriars Asset Management LLP.

Dafferns Wealth Limited is not associated with Hartley Pensions, but we have a number of clients in common and are receiving questions from clients about their SIPP and SSAS administration.

Time to scrum down

Dafferns Wealth Events & Seminars

What’s happening at Dafferns Wealth? Throughout the year we hold various seminars and events.

April
TBC

July
TBC

September
TBC

December
TBC

Need some help with pensions, investments or protection?

Call us today 02476 221046 or email hub@dafferns.com for help!

Dafferns LLP

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Book an appointment with us today!

Appointments

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