FCA verified
18th September 2017

First Option

Independent Financial Adviser 55 Merthyr Road, Tongwynlais, South Glamorgan, Cardiff, CF15 7LG
Our role as Independent advisers is to help clients make good sound financial decisions without all the unnecessary jargon
We can advise you on
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Bob Windust
Principal Adviser
Where to find us
About us

We pride ourselves on "going the extra mile" in providing our clients with first class service. All aspects of financial planning undertaken to provide the very best in independent advice and ongoing service.

Our services

Bob Windust is the principal adviser with over 30 years experience in helping clients make the right financial decisions regarding their retirement and investment needs.
With over 50 client reviews rating 5.00 out of 5
on Vouchedfor.com

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

The FSA and Treating Customers Fairly (TCF)

Through adopting the FSA principles we deliver an improved outcomes for our clients. The six consumer outcomes explain what is required from TCF for clients.

Outcome 1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.

Outcome 2: Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.

Outcome 3: Consumers are provided with clear information and are kept appropriately informed before, during and after the point of sale.

Outcome 4: Where consumers receive advice, the advice is suitable and takes account of their circumstances.

Outcome

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