Dafferns Wealth Limited

We are delighted to announce the launch of 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.

Background

You may recall, when we wrote to you in August last year, we were planning a new directly regulated IFA business with Steve Wheatcroft. Our existing IFA business, Dafferns Financial Services Limited, was an appointed representative of Greyfriars Asset Management LLP, who went into administration in October.

There were two remaining divisions to the Greyfriars business:
• The Pension Administration (SIPP and SSAS) business was acquired by Hartley Pensions
• The Advisory (IFA) business was acquired by Insight Financial Associates

Insight Financial Associates

In October, Insight Financial Associates Limited were selected by the FCA, to acquire the advisory division of Greyfriars Asset Management. On meeting Jason and Antony Howard from Insight, it quickly became apparent that they would be ideal partners to work with Dafferns clients, allowing us to return to full client service as quickly and smoothly as possible. After a difficult 2018 for our IFA business, we are delighted to be back up to speed with Dafferns Wealth Limited and working with Insight.

Steve Wheatcroft

We have worked with Steve for many years and he is well known, trusted and respected by Dafferns staff and clients. The great news is that as a key member of the Insight team, Steve is now the lead Independent Financial Advisor for Dafferns Wealth Limited.

Sound financial advice with Insight

Insight Financial Associates Limited, with their head office in Norwich and led by brothers Jason and Antony Howard, have a team of over twenty independent financial advisors, including Steve Wheatcroft, working from six offices across the Midlands and the South of England.

As a specialist investment adviser, with the security of your financial future at the heart of all they do, we are confident that Insight have the experience, knowledge and expertise to work with Dafferns Wealth clients to identify and realise your full investment potential, securing your financial future through both wealth creation and asset preservation.

Contact details

The Dafferns Wealth IFA team includes Steve Wheatcroft, James Wilson and Rachel Legg (in the photo above). Please click on their names to access their contact details or click here to access the main Dafferns Wealth page.