2 Oldfield Road, Bocam Park, Bridgend, Bridgend, CF35 5LJMake an enquiry
CST Wealth Management Limited is a Chartered Financial Planner directly authorised by the Financial Conduct Authority.
The company is headed by Gwyn Williams Chartered Accountant and Chartered Financial Planner. Gwyn is also a former Chairman of Swansea Building Society having been a non-executive director since 2005 and Chairman from 2016 to 2018. He has extensive experience in financial planning and wealth management.
An occupational pension transfer specialist, Gwyn also has the specialist qualifications and experience to advice and guide you in respect of any final salary schemes that may need review.
The firm uses 30 year cash flow modelling and stress testing on a range of issues prior to making a recommendation on whether to transfer or remain within a final salary pension fund.
We help owner/managed businesses to make the most of their tax saving opportunities, commercial property purchase and other investment and tax strategies.
We prefer a consistent long term performance rather than a volatile performance. Our aim is that the clients annual cash requirement is planned years in advance of retirement so that future investments returns are not jeopardized by selling assets at the wrong time.
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