Our history

CST Wealth was established in 2013 by the management team who own and run our sister company Clay Shaw Thomas, chartered accountants. The firm is based in Bocam Park, Pencoed.

Our recent corporate recognition as Chartered Financial Planners makes us one of only 20 firms in Wales with the accreditation.

What we stand for

We combine traditional values with a forward-thinking, innovative approach to the constantly evolving demands of the modern world. Our advice is tailored to each individual and realistic to ensure that they meet our clients’ expectations and situations. We also ensure that our clients benefit from a thorough and personal service that makes a real difference to their financial situation and future goals.

We like to stay on top of the latest financial, which means that our teams are able to offer clients advice across a wide range of subjects.

Our mission

Our firm inspires and develops both its people and its clients, helping them fulfil their aspirations, providing the help and advice that allows you as an individual and family to achieve a financial situation you are comfortable with and a future that you can achieve.

We aim to add considerable and measurable financial value to your life by:

  • Providing great value for money
  • Consistently exceeding your expectations
  • Striving to achieve the highest professional standards
  • Valuing our people and clients as our greatest assets
  • Offering fixed fee arrangements, so the only surprises you will have from us are good ones
  • Provide you with financial plans that are easy to read and make  sense to you!

CST Wealth is regulated by the Financial Conduct Authority to give independent financial advice.