First Option for Independent Financial Advisers

Business Services

INTRODUCTION

First Option is a small firm of financial advisers, located in Cardiff, South Wales. We are a firm of IFA’s who try to use the powerful opportunities that IT provides to enhance our services to out clients.

We are unencumbered by old-fashioned ways, obsolete systems and excessive bureaucracy: instead we understand the needs of today's businesses of all sizes, and are ideally placed to meet those needs effectively.

We provide a complete corporate financial planning service (see below) which you can use in part or in full depending on your needs. This service is tailored to your company's requirements, because we believe that every enterprise has its own individual needs, circumstances and goals.

Some of the areas we advise on can do more for your business than simply reduce costs, It is no exaggeration to say that several of them, such as keyman protection or share protection, can in some cases make the difference between a business surviving or failing.

We can work with you to explore which services are right for your company, and then recommend the package most appropriate to your needs, your goals and you budget.

In addition to the general corporate services I offer to small and medium-sized enterprises, First Option can offer specialist consultation on many complex areas. Where appropriate I will arrange for one of partner consultants to offer you specialist advice (free initial consultation).

First Option is authorised and regulated by the Financial Services Authority.