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
Client Testimonials
A big thank you to our clients who left us a review
Dafferns Chartered Accountants working alongside Dafferns Wealth
Wealth management that truly makes a difference.
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.
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.*
Protection
Protecting you, your family and your business in the event of anything unforeseen happening with the appropriate financial protection.
Personal & Private Client Tax
Sensible, smart and mainstream, non-provocative tax planning, advisory and consulting.**
Advisory & Strategy Planning
Dafferns can help you achieve your goals, implement plans and stay on track.
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
Independent Financial Adviser
Dafferns Wealth Limited
Rachel Legg
Independent Financial Adviser
Dafferns Wealth Limited
Our latest news and events
So what's been happening at Dafferns Wealth?
Should we all start buying gold?
What is ESG? Will it matter more than the bottom line?
The UK is the best place in Europe to start a business
Market Commentary November 2021
Will it be “No Jab, No Job”?
More than half of UK adults now seek financial advice
Need some help with pensions, investments or protection?
Call us today 02476 221046 or email hub@dafferns.com for instant help!
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