Watkin Davies Financial Services have advisers with over 30 years’ experience to help and guide you through the maze of different investments, all of which have their own individual features and advantages.

What we offer

  • A free initial meeting to review your current arrangements and ascertain your financial objectives
  • Ongoing regular meetings to ensure your investments are on track to meet your objectives.
  • A tailored portfolio to match your risk profile
  • A monitoring service to amend your investments to suit any changes in your financial circumstances

We can work closely with your professional advisers to ensure our advice reflects your circumstances. The investments we offer include.

Tax Free Investments

Individual Saving Accounts (ISAs) - With an individual allowance each tax year, ISA’s give you the opportunity to save without having to pay tax on the interest earned. This can be of particular benefit to higher rate tax payers. 

Cash ISAs – Benefit from all the tax advantages of ISAs but without the investment risk.

All providers are covered by the Financial Services Compensation Scheme (FSCS)

Investment bonds

Investment bonds can be used for individual tax planning, both onshore and offshore. Bonds are useful for Inheritance Tax planning and to provide for a tax deferred regular income.We offer a bespoke investment service for individuals and married couples to utilise both the annual ISA and capital gains tax allowances.

*Past performance is not a guide to the future, and unless a capital guarantee has been specifically mentioned, all investments may fall as well as rise and you may not get back the full amount invested. The information contained here is for information only and should not be considered investment advice.

Speak to our experts to arrange a free consultation
Call us on 02920 620777 or Arrange a Callback


About Company

Watkin Davies Insurance Consultants are one of Wales’ largest Independent Insurance Brokers, established in 1978 by Roger Watkins. Since this time we have become one of the leading Commercial and Personal Insurance Brokers in the region and the trusted insurance advisor to hundreds of Welsh and UK businesses and individuals.

Copyright © 2017 Watkin Davies Financial Services Ltd

Head Office

15 & 19 Penlline Road
Cardiff, CF14 2AA
029 2062 6226

Opening Hours

  • Monday-Friday: 9am to 5.30pm
  • Saturday: 9am to 1pm
  • Sunday: Closed