Welcome to Dafferns Wealth

Independent Financial Advice you can trust

Dafferns LLP

Dafferns Wealth - Building better relationships through prosperity

Dafferns Wealth is a wealth management company based in Norwich with reach across the UK.

Dafferns Wealth offers integrated advice on all matters of personal and business finance with a strong focus on pensions, investments and protection.

As part of Insight Financial Associates Limited and through our many 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 - Dedicated to your financial freedom

Dafferns Wealth

Client Testimonials

A big thank you to our clients who left us a review

I’ve always received first-class service from Dafferns Wealth regarding my investment portfolio and the setting up of a Trust for my son. I’d recommend them to anyone who’s looking for an utterly honest and reliable financial advice company.

Robert James

Client

Dafferns Wealth has always given me the best advice I could wish for. They always come to Kent whenever I need to see them, they are 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

Pam Atkins

Pam Atkins

Independent Financial Adviser

Dafferns Wealth

Kritesh Patel

Kritesh Patel

Independent Financial Adviser

Dafferns Wealth

Dafferns LLP

Our latest news and events

So what's been happening at Dafferns Wealth?

Market Commentary June 2026

Market Commentary June 2026

Introduction May recycled many of the same headlines about the conflict in Iran, but with arguably ...
New mansion tax could leave heirs with deferred property bill

New mansion tax could leave heirs with deferred property bill

The new High Value Council Tax Surcharge, announced in the November 2025 Budget, could leave some ...
Britain faces retirement savings shortfall as millions risk falling behind

Britain faces retirement savings shortfall as millions risk falling behind

A new government-backed report has issued a stark warning about the future of retirement in the ...
Later Life Care

Making later life care easier to think about: a gentle guide to understanding the options, and planning with confidence.

The rules around care can feel confusing, and the costs can vary depending on the type ...
Market Commentary May 2026

Market Commentary May 2026

What April showed us (perhaps unexpectedly) is that financial markets are also capable of extraordinary optimism ...
Mental Health Awareness Week

Mental Health Awareness Week: how financial education and independent advice can support your wellbeing

Good mental health is influenced by many factors, and financial wellbeing is an important part of ...

Need some help with pensions, investments or protection?

Call us today 01603 268080 or email [email protected] for instant help!

Dafferns LLP

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