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First Option Independent Financial Advisers
How we can help you with your financial needs and goals



Who we serve

Clients and new customers looking for:
*Investment advice for growth or income *Retirement guidance on tax free withdrawals
*Investors looking for better performance *Lower investment & adviser fees
*Reducing the investment Risk & volitility *Personalised investment strategys
*Improve your retirement options *Better Pension growth
*Reducing tax on investment returns *Help YOU make good financial decisions
07834 544792 / 02920 811532 windustb@aol.com
First Option is a reputable financial advisory business with over 40 years of experience. We specialize in providing expert advice on retirement plans and investment objectives for individuals over 50s, particularly those nearing retirement. Our commitment to excellence and low adviser fees sets us apart in Wales.
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