Berry Smith are delighted to have advised on the sale of Watkin Davies Insurance Consultants Limited to fellow insurers, A-Plan Group.
Since 1978, Watkin Davies have been one of Wales’ largest independent insurance brokers. The business is a market leader in commercial and personal insurance brokers in the region and is the trusted insurance advisors to hundreds of Welsh and UK businesses and individuals.

Following completion of the acquisition, A-Plan Group will now operate £250 million of commercial GWP in over 40 commercial offices throughout the UK

Berry Smith worked closely with the selling shareholder and Watkin Davies’ management team throughout the transaction to facilitate a smooth and efficient transaction

Paul Evans, Corporate Partner, assisted by Ellen Lewis, led the team at Berry Smith which acted on the transaction.

Gina Dixon, managing director of Watkin Davies, said: “We’re delighted to be part of A-Plan’s successful and expanding group. A-Plan’s client-focused approach is a natural fit for the ethos on which our company has been built.

“We were thoroughly impressed by the professional and efficient way that Berry Smith looked after our interests during the long and complicated acquisition/sale process. Paul and Ellen were always readily available to advise and deal with many highly technical issues and we will not hesitate to use their services in the future knowing that our legal affairs will be in safe hands”

Paul commented: “The transaction is a huge milestone for Watkin Davies and one which will add to A-Plan’s continuing growth. It was a pleasure to work with Gina and the management team throughout the transaction and we wish them and A-Plan Group every success in their future endeavours.

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