About us

We are CST Wealth – chartered financial planners.

Our aim has always been, and always will be, to provide practical financial advice that helps our clients grow in their personal lives, provide them with security and the means to plan a future lifestyle goal which is achievable.

Find out more about the background of our business. Discover the skills and expertise of the people behind the plans. Take a look at what we can offer, then get in touch to see how we can find the best financial solutions for you.

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 just off Junction 35 of the M4.

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 approach, to help our clients cope with the constantly changing demands of the modern business world.

We focus on the future rather than the past - starting where other firms finish.

Our advice is tailored.
Our knowledge is extensive.
Our solutions are practical.

Our mission
We aim to add considerable and measurable financial value to your business and 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’ll have are good ones
The important small print

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