Dafferns Wealth

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Independent financial advice you can trust

Dafferns Wealth Limited is an Appointed Representative of Insight Financial Associates Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 458421

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. 

If you work and pay into a pension from age 20 to 60 and then retire and live to 100, your pension will have to fund your retirement for as long as you were working, so it will have to be well planned and expertly invested and managed. 

With access to a range of pension solutions tailored to you and or your business, Dafferns Wealth are ideally placed to help plan to fund your retirement, helping you meet your short and long term goals and financial aspirations.

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 and wish to manage your investments for the best return, our expertise will give you peace of mind that your investments are in the safest of hands.

As an appointed representative of Insight Financial Associates, we have access to an enviable breadth of investment solutions.

We can help you build a comprehensive portfolio of investments, under the guidance of our advisers, who will ensure that your investments suit your requirements, whether they be long-term investments, or investing to raise capital in a shorter space of time.

Protection

Should anything unforeseen happen that means you or a key person in your business is no longer able to work, it is vital that the individual, family and or business affected has appropriate financial protection.

With access to a huge range of insurance products, including, we can help you and your business look after those closest to you, financially, with a range of protection products. 

We can advise on and help arrange Life, Whole of Life, Critical Illness, Health, Key Person and Shareholder protection.

Hartley Pensions FAQ

In autumn 2018 Hartley Pensions acquired the Pensions Administration business of Greyfriars Asset Management LLP. Dafferns Wealth Limited is not associated with Hartley Pensions, but... Read More

Steve Wheatcroft – Independent Financial Adviser

Dafferns Wealth Limited, registered in England and Wales, company number 11679508
One Eastwood Harry Weston Road, Binley Business Park, Coventry, England, CV3 2UB