Welcome to Dafferns Wealth

Independent Financial Advice you can trust

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.

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

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

So what's been happening at Dafferns Wealth?

Estate Agent

House prices have rebounded, but is it a “false dawn”?

At first glance, recent figures from the housing markets appear wholly positive. During July, Nationwide reported ...
Ethical Spending

How to spend more ethically

The feeling of doing something that might help to make the world a better place is ...
First Time Buyers

Is ‘the bank of mum and dad’ closing its doors?

The effects of the so-called ‘Stamp Duty Holiday’ have dominated the recent property news. According to ...
Financial Market

Market Commentary September 2020

Introduction August used to be known as the ‘silly season’ – a phrase coined by the ...
Retirement Planning

Why Directors and Business Owners Fail to Plan their Retirement?

Company directors and owners of SMEs make plans and do forecasts all the time. Cash flow ...
Retirement Questions

What questions should you be asking before you access your pension?

According to HMRC, record numbers of people have been taking money out of their pensions since ...

Need some help with pensions, investments or protection?

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

Dafferns LLP

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