Steve Wheatcroft’s retirement

Dafferns’ lead Independent Financial Adviser, Steve Wheatcroft will be retiring at Easter 2022.

We have been working with Steve for more than ten years and in that time, he has become the face of Dafferns Wealth, our pensions, investments and protection advisory services business.

His friendly, knowledgeable approach, combined with vast experience have established him as a key part of our extended Dafferns team. 

Dafferns Wealth, which is an appointed representative of Insight Financial Associates, will continue with Rachel Legg taking over the role of our lead Dafferns Wealth IFA, fully supported by other IFA colleagues from Insight. 

Many clients will already know Rachel, but she and Steve are currently organising handover meetings for Dafferns Wealth clients.  

It has been fantastic having Steve as a friend and colleague and will miss his company and his advice and I’m sure you will join us in wishing him the very best for a long and happy retirement.