We recognise the importance of saving for retirement to ensure a good standard of living in later life. The flexibility and tax efficiency of pensions make them an attractive financial planning tool. Our experienced Financial Advisers can review your current pension arrangements and offer advice on:

Individual pensions

Whether you’re looking to set up a new personal pension plan or you have multiple pension pots from previous employments. We can give you information and advice to get the best from your pension savings.

Defined Benefit – Final Salary Scheme

Our advisers have the necessary qualifications and Financial Conduct Authority permissions to advise you on all aspects of occupational pension schemes including defined benefit/final salary schemes.

Auto Enrolment

Most UK employers are required to offer employees a workplace pension scheme. If you are an employer, we can advise you on the most appropriate product to ensure the best outcome for your employees.

Company Directors – Self Employed

Efficient tax planning is essential for high earners and with careful planning, the use of pension schemes should always be considered.

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