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.