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

 

   

Speak to an Adviser you can trust with over 30 + years experience,
Our principal Bob Windust has been recently awarded one of the UK's
Top Rated Advisers (via Vouchedfor.com), so you should rest assured that
you are having advice from someone more than qualified.

 You wish to make an investment

You are looking to retirement soon

You need income from your pension

You need income from your savings

You need independent financial advice

You need the right family protection

You are a small business

You want to increase your wealth

You need a mortgage at the best rate

You want to own a property portfolio

You have disposable income to save

VotedShop 

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, 2015Review from Verified Client