In 2019 & 2020 Bob Windust received the highest number of
5 star ***** client reviews in Wales !
Page 13 showing the IFAs with the highest 5 star client reviews in Wales
2020 Guide to the top IFAs
Top IFAs in Wales 2020
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.
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 ...
WE NOW OFFER A CHOICE OF CLIENT MEETING PLACES, OUTDOORS.
Weather permitting
The "Terrace" is available
as well as the "Hideaway"
and the welcoming "Summer Garden"
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
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)
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
