Planning your Retirement

If you are approaching retirement - you may be considering your retirement options and How best to prepare for it?

At FIRST OPTION - We can offer you independent Retirement advice catering for all the key factors such as...

How much pension income you need
What effect inflation will have on your pension
What flexibility you may need
Do you wish to provide for your spouse or dependents
Pass on your pension to your family
Planning for a long or short retirement
What happens if you live too long
Why not ring us today or if you wish, simply ask a few questions or make an apointment and pop in for a quick chat at my office.
Easy parking and access from the A470 and M4 on the outskitrts of Cardiff - near the beautiful Castel Coch. (Red Castle)

First Option is Authorised and Regulated by The Financial Conduct Authority FCA No 431351,

“Treating customers fairly since 1985”

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)

VotedShop

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

Trusted Financial Advisor site

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