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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)
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 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