Welcome to CST WEALTH MANAGEMENT – Bridgend IFA – Chartered Financial Planning

There is a huge amount of synergies between tax and financial planning advice and we believe that clients benefit from the professional advice where both our tax and financial planning teams are working together.

Our Clients

  • We work with  individuals to set up a financial plan, including cash flow modelling, and to build up personal and family wealth. We review progress taking into account changes in lifestyle, tax legislation and personal financial position.
  • We build a plan for retirement investment and taking retirement benefits.
  • We advise on tax efficient investments as part of an overall strategy to reduce an individual's annual tax liability.
  • We advise  for business owners in relation to evaluating what additional capital would be needed for the business to continue if they were seriously ill or in the event of their untimely death.
  • We support businesses in relation to the pension provision for employees and other benefits, including strategies to provide business and lifestyle protection for highly valued employees.
  • We help with inheritance tax planning, investment and to ensure that individuals making gifts in lifetime can afford to carry out their intentions and have sufficient funds to support their own lifestyle.
  • We help advice high net worth individuals in Bridgend, Cardiff to build a tailored Financial planning solution so that they retain more of their own wealth using Government regulation and reliefs.

Financial planning
for you

Our experienced Wealth Management team of experts provide tailored solutions for every client we work with.

We can provide bespoke financial plans for you, designed specifically to grow and develop over time, taking into account your personal circumstances and needs.

Financial planning
for your business

Our experienced Wealth Management team of experts provide tailored solutions for every business we work with.

We can provide bespoke financial plans for your business, designed specifically to grow and develop over time, taking into account your circumstances and needs.

Meet the TEAM

Gwyn Williams
Director

In Business: Helping clients to protect and grow their business and personal wealth

In Life: Cycling and relaxing with my family

Find out more about Gwyn »

Meet the TEAM

James Burnett
Financial Adviser

In Business: Helping clients to cut through the jargon to give a straight forward answer

In Life: Butler to my son

Meet the TEAM

Karen Best
Tax Planning Specialist

In Business: Wealth management to include tax mitigation

In Life: Increasing my fresh intake enjoying the great outdoors