Steve Wheatcroft

Independent Financial Adviser with Dafferns Wealth Limited

Steve is an Independent Financial Adviser and is Dafferns’ clients first port of call for independent financial advice. Steve provides advice to individual and corporate clients on all aspects of wealth management, pension planning and individual and corporate protection.



Having started work at HMRC (many years ago), I have worked for a number of large accountancy firms before setting up my own IFA practice in 1995. After selling up in 2010 and deciding I was too young to retire, I now work with Dafferns.

  • Pensions
  • Automatic enrolment
  • Investments
  • Protection

Hobbies and interests

I enjoy playing golf, have a keen interest in classic cars and shows as well as being a long time supporter of Birmingham City (hence the worry lines!).


Articles by Steve

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The Budget

Main effects of the Autumn Budget on pensions and investments

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Working so closely with Dafferns for the last few years has been so rewarding. Dafferns offer a pro-active and positive service to their clients which we try to complement by enhancing the range of advice available

Steve Wheatcroft – Independent Financial Adviser

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