Welcome to Dafferns Wealth

Independent Financial Advice you can trust

Dafferns LLP
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?

Budget Summary

March Budget Summary 2021

Setting out the government's tax and spending plans for the year ahead, the Chancellor announced new ...
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Budget

March Budget 2021 Detailed

Introduction It is interesting to look back 12 months to Rishi Sunak’s first Budget: it was ...
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British High Street

Can the British High Street be Saved?

Back in 2018 Mike Ashley, owner of Sports Direct and other high street brands, famously declared ...
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Negative Interest Rates

Could we see Negative Interest Rates in the UK?

In February, the Daily Telegraph had a headline which must have alarmed savers up and down ...
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Venture Capital Trusts

EIS and VCT – Use Them or Lose Them

As you will no doubt know, the current tax year ends on Monday April 5th. ‘Make ...
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Market Commentary

Market Commentary March 2021

Introduction Welcome to the March Market Commentary: as you will see below, February was a good ...
Read more

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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