2 Oldfield Road, Bocam Park, Bridgend, Bridgend, CF35 5LJContact us
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 Chairman of Swansea Building Society having been a non-executive director since 2005 and therefore has extensive experience in all realms of financial planning.
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 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 steady consistent long term performance rather than a volatile performance and we use bespoke strategies once a client enters income drawdown to ensure that the annual cash requirement is positioned on a rolling six year basis without a need to crystallise the long term portfolio
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