Gwyn is a chartered accountant and chartered Independent Financial Adviser and leads the investment team. Gwyn is responsible for the financial planning advice to our private and corporate clients. Gwyn is a pension transfer specialists who can advise on the benefits or otherwise of transferring from a final salary pension scheme.
Supported by a team Gwyn provides well researched and tailored advice across the whole area of wealth management, investment advice, retirement and estate planning.
Gwyn is a chartered financial planner, one of only a small number in Wales. He specialises in the area of investment management, retirement planning and estate planning.
Gwyn also is owner/director of Clay Shaw Thomas chartered accountants with 30 Years’ experience as a Regulated auditor and professional adviser to owner managed businesses in South Wales. The firms funds under management exceed £150m.
Gwyn was also a Non-Executive board member for Swansea Building Society between 2005 and 2018 including the final 2 years as Chairman of the Society.
Key Qualifications:
- Chartered Financial Planner
- Chartered Insurance Institute (CII) Certificate in Pension Transfers AF7 (October 2017)
- Chartered Insurance Institute (CII) Advanced Diploma in Financial Planning (APFS)
- Chartered Insurance Institute (CII) Advanced Diploma in Pension Planning
- Chartered Insurance Institute (CII) Advanced Diploma in Investment Planning
- Chartered Insurance Institute (CII) Certificate in Discretionary Investment Management
- Member of the Personal Finance Society
- Chartered Accountant Fellow of Institute of Chartered Accountants in England and Wales
- Former Chairman of Swansea Building Society
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