We pride our service for always giving an honest independent financial advice that's best for you,

At the moment, our new customers are mostly:


* People looking to invest a sum of money for growth or income but within a cautious risk portfolio with some form of protection or guarantee


* Customers that want either take an a Lump sum, maximum or flexible income, looking to retire part time, protecting their pension, or just improve performance.


* Clients that want a full review of their financial affairs, investment strategies and generally making their money worker harder.



Bob's promised to any new client is "not only will our advice be right for you we will not be beaten on our fees"


Bob has appeared on BBC Wales and contributed financial articles in the Western Mail & Echo Newspapers and has been awarded the prestigious "Shoppers Choice" Award by the Finanical Adviser Magazine..


55 Merthyr Road, Tongwynlais Cardiff CF15 7LG

Tel: 02920 811532.  

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

“Treating customers fairly since 1985”

Easy access from the A470 and M4 on the outskitrts of Cardiff - near the beautiful Castel Coch. (Red Castle)