First Option

Independent Financial Adviser 55 Merthyr Road, Tongwynlais, South Glamorgan, Cardiff, CF15 7LG

12th November 2018

"I Guarantee best advice and service to you" with the lowest adviser fees in South Wales Thats my Promise!

We can advise you on

Mortgages
- Buy to let
- Flexible
- Remortgage
- Residential
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
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
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Bob Windust

Principal Adviser

Where to find us

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

About us

We pride ourselves on "going the extra mile" in providing our clients with first class 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 70 client reviews rating 5.00 out of 5 on

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

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Mortgages
- Buy to let
- Flexible
- Remortgage
- Residential
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
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
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Compliance

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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