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.
At our first meeting, we will discuss what you want to achieve with your business and what concerns you may have about getting there.
It’s not just about finding the right products or solutions. By looking at what obstacles you might face in the future or what might reduce the profitability of your business, we can help to prevent these issues from having a detrimental effect.
The Financial Conduct Authority (FCA) does not regulate taxation and trust advice and the value of investments and any income from them can fall and you may get back less than you invested.
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TESTIMONIALS
The staff at CST are always very friendly and approachable.… Read more “Mr JD Dolling, SW Heating Equipment Ltd”
We have been with CST for more than seven years… Read more “Doris Francis, Engineering Services (Bridgend) Ltd”
Our business has been handled by CST for many, many… Read more “Mr & Mrs Rise”
I moved my business to Clay Shaw Thomas because I… Read more “Sandra Wilkinson of Sage Marketing”
The audit was well planned and executed efficiently, with minimum… Read more “GE Carpentry”
Privately and within the company Clay Shaw Thomas provides a… Read more “Seashore Enterprises”
I am very happy with the service from CST. An… Read more “Mr Atkinson “
The family connection with CST goes back many years and… Read more “Dr Jones”
CST are very efficient, courteous and proactive when dealing with… Read more “Mr CMG Adams”
I have been a client for over twenty years and… Read more “Mr J T Wall”
Always one step ahead of the game, CST have helped… Read more “Mr RT Evans”
CST Staff always give unbiased advice in a clear and… Read more “Mr L Branfield”
It has been a professional pleasure working with CST, they… Read more “Mr P Jenkins”
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