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First Option

Independent Financial Adviser  55 Merthyr Road, South Glamorgan, CF15 7LG
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FCA authorised
Last authorised 29th November 2021
Best advice on Pensions & Investments + Great Personal Service + Lowest Adviser fees in Cardiff
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Bob Windust
Principal Adviser
About us

We pride ourselves on "going the extra mile" in providing our clients with first class service.
"To have ZERO customer compliants in 35 years must be a WORLD record!
That's why over 100 customers have rated First Option with a 5 STAR ***** rating
Just give us a call, there's no obligation!

Our services

Bob Windust is the principal adviser with over 35 years experience in helping clients make the right financial decisions regarding their retirement and investment needs.
With over 100 (verified) client reviews all giving a rating of 5.00 out of 5 on <url hidden>
We help you make sense of all the jargon and ensure you make the correct financial decisions that will stand the test of not only time but more importantly, your financial needs that may change over the years.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

55 Merthyr Road, Tongwynlais, South Glamorgan, CF15 7LG

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