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
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
Rachel Legg
Independent Financial Adviser
Dafferns Wealth
Pam Atkins
Independent Financial Adviser
Dafferns Wealth
Kritesh Patel
Independent Financial Adviser
Dafferns Wealth
Our latest news and events
So what's been happening at Dafferns Wealth?
Are you confident in making financial decisions?
Are you getting caught in the inheritance tax threshold?
Is inflation making more people vulnerable to scams?
Market Commentary June 2023
Teach your children good financial habits
Will interest rates ever start to fall?
Need some help with pensions, investments or protection?
Call us today 01603 268080 or email [email protected] for instant help!
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Book an appointment with us today!
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