Hayman Watkin Davies

Who we are

Hayman Watkin Davies is a team of experienced and qualified financial advisers based in Cardiff, South Wales. With over 20 years of expertise, we provide tailored financial planning solutions to individuals and businesses across the UK. Our mission is to build trust, develop lasting relationships, and offer comprehensive guidance to empower you to achieve your financial goals.

What we do

We offer a comprehensive range of services across various financial areas to meet your unique needs.

Pensions

• Review existing plans and assess their suitability
• Explore options to maximize tax efficiency and achieve your retirement goals
• Guide you through complex regulations and planning scenarios

Investments

• Explore a diverse range of investment options tailored to your risk appetite and financial goals
• Receive personalized guidance on building and managing your investment portfolio
• Benefit from our market expertise and vast experience in different investment vehicles

Mortgages

• Find the right mortgage product to suit your individual circumstances
• Receive expert advice on securing a competitive interest rate and managing your repayment structure
• Benefit from comprehensive mortgage planning and proactive guidance

Business Protection

• Develop robust protection plans to safeguard your business from financial risks
• Explore various business insurance solutions to mitigate potential losses
• Receive tailored guidance on risk assessment and mitigation strategies

Personal Protection

• Identify potential risks and ensure adequate coverage for unforeseen events
• Obtain personalized insurance plans for critical illness, death, and other unforeseen circumstances
• Access expert guidance on navigating the complex landscape of personal protection options

Our commitment

At Hayman Watkin Davies, we pride ourselves on:

• Putting clients first: We prioritize your needs and work collaboratively with you to achieve your financial goals.
• Transparency: We provide clear and concise information about our services and fees.
• Accessibility: We offer appointments at your convenience, either at our office or in the comfort of your home.
• Experience and Expertise: We leverage our extensive knowledge and qualifications to deliver tailored solutions.