Products & services
- Bicycle Insurance
- Breakdown Insurance
- Building Insurance
- Car Insurance
- Content Insurance
- Critical illness Insurance
- Home Insurance
- Income Protection Insurance
- Landlord Insurance
- Life Insurance
- Motorbike Insurance
- Pet Insurance
- Professional Indemnity
- Public Liability
- Tradesman Insurance
- Travel Insurance
- Van Insurance
About CST Wealth Management Limited
Gwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser.
CST Wealth Management Limited is a Chartered Financial Planner directly authorised by the Financial Conduct Authority. The company is headed by Gwyn Williams Chartered Accountant and Chartered Financial Planner. Gwyn is also a former Chairman of Swansea Building Society having been a non-executive director since 2005 and Chairman from 2016 to 2018. He has extensive experience in financial planning and wealth management. An occupational pension transfer specialist, Gwyn also has the specialist qualifications and experience to advice and guide you in respect of any final salary schemes that may need review.The firm uses 30 year cash flow modelling and stress testing on a range of issues prior to making a recommendation on whether to transfer or remain within a final salary pension fund.We help owner/managed businesses to make the most of their tax saving opportunities, commercial property purchase and other investment and tax strategies. We prefer a consistent long term performance rather than a volatile performance. Our aim is that the clients annual cash requirement is planned years in advance of retirement so that future investments returns are not jeopardized by selling assets at the wrong time.
Pensions & retirement:
Financial planning:
Investments:
Insurance & protection:
Tax & trust planning:
Savings:
Expatriate finances:
Business:
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Mortgages: