1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Wales
  6. breadcrumb-arrow
  7. Cardiff
  8. breadcrumb-arrow
  9. Tongwynlais
  10. breadcrumb-arrow
  11. First Option

First Option

Independent Financial Adviser  55 Merthyr Road, South Glamorgan, Cardiff, CF15 7LG
check
FCA authorised
Last authorised 3rd May 2021
Best advice on Pensions & Investments + Great Personal Service + Lowest Adviser fees in Cardiff
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Similar advisers near you

Imperial Chartered
Independent Financial Adviser 1.42 mi
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
 
See profile
Lyles’ Independent Financial Advice Ltd
Independent Financial Adviser 1.75 mi
Professional, experienced, trustworthy and reliable. Full financial review and ongoing support offered for clients.
 
See profile
Imperial Chartered
Independent Financial Adviser 2.04 mi
Creating a brighter future through effective financial planning
 
See profile
Imperial Chartered
Independent Financial Adviser 2.35 mi
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
 
See profile