Bob Windust - First Option
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We are proud of our Client Reviews

Our Latest Client Reviews

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In 2019 & 2020 Bob Windust received the highest number of

5 star ***** client reviews in Wales !

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 Page 13 showing the IFAs with the highest 5 star client reviews in Wales

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2020 Guide to the top IFAs

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Top IFAs in Wales 2020

202o IFA guide with large Bob ranking

A selection of trusted reviews from 'vouched for'

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An independent review site of trusted professionals.

Client Testimonials (Verified)

 

My previous Financial Adviser had moved and I wanted an Independent Financial Adviser. I found Bob Windust from First Option online and have been more than happy with his service. I can thoroughly recommend him. I needed investments with a regular monthly return and Bob was able to advise me. As I am retired and not yet receiving my state pension I needed a monthly return from my investments and savings. Bob Windust was able to advise me and I am completely satisfied with his service.

What could they have done better?

I cannot speak too highly about him. I am very pleased with the advice he has given me and his fees are very reasonable. Parking is also a great advantage in that I can park my car next to his house without having to pay to park my car in the centre of Cardiff.

Anne, Cardiff June, 2015 Review from Verified Client

 

Read more ...

With Social distancing on everybody's mind

WE NOW OFFER A CHOICE OF CLIENT MEETING PLACES, OUTDOORS.

Weather permitting

The "Terrace" is available

DSC 0055 Sum Garden1 r100as well as the "Hideaway"

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and the welcoming "Summer Garden"

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Join me in an uncrowded, safe environment, just off the M4 and just down the road from Castell Coch. 

55 Merthyr Road, Tongwynlais Cardiff CF15 7LG

 

   

Read over 50 client reviews

 

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Read more: Read over 50 client reviews
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Our Fees are some of the lowest in the UK

To invest £1,000,000..1%

To invest £500,000... 1.25%

To invest £250,000... 1.5%

To invest £100,000... 2%

To invest  £50,000...  2.5%


Our Annual Adviser Fee 0.25% - 0.5% 

(of the investment)

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New customers are:

Existing Investors looking for lower adviser fees

Very cautious investers looking for safe steady growth

Savers unhappy with the poor interest rates from bank accounts

Retired people needing additional income from their savings

Over 55s looking for tax free cash from their pensions + bonuses

Bob Windust

Principal Advisor

With over 36 years of investment experience

Mobile: 07834 544792

Office:   02920 811532

 

 

As featured in

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Trusted Financial Advisor site

 

 

 

 

 

 

Bob's Published Articles

  • About Us
  • Our goals for new clients
  • 6 steps to careful investing
  • 10 top tips for your Retirement
  • Six Steps to the best investments
  • Mortgages
  • Investment Advice
  • Your Retirement
  • Your Risk or Your Reward

Free Parking

Free On-Site parking available at First Option

55 Merthyr Road, Tongwynlais, Cardiff CF15 7LG

 

More Client testimonials (verified)

 I retired and needed a financial adviser to give me advice. Bob was able to advise me on the best way forward with the amount of money I had to invest. He was able to explain to me in a manner that I was able to digest easily about the pros and cons of investing money in stocks and shares. My current situation is better than I could have wished for due, mostly to Bob's excellent advice.

What could they have done better?
Bob could not have done better for me. He advised and suggested and agreed (sometimes)! but in general was most efficient and friendly.

Jenny, Newport June, 2015.    Review from Verified Client


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