Financial advice that grows with you. We are chartered financial planners, based in Bridgend, who offer practical financial advice for your personal life and for business. When your situation changes, so can your priorities. It could be your work, family or health situation. Whatever happens, we’ll be here to offer a tailored solution to your financial requirements. We’re proud of our dedicated and highly skilled team; always looking for ways to ensure that your and your family’s finances are secured for the future. That’s why more and more people trust us to give them the right advice for financial stability and clear goals. If you’re interested in our services, we offer a free, no obligation meeting, so that you can meet our team and find out more about what we do. We’ll talk in detail about your needs, look at the best solutions available and explain precisely what our fees will be. All our work is quoted and agreed up-front with you, so you’ll know exactly what to expect. Give us a call on 01656 867167. Information contained within these pages is for information only and does not constitute financial advice. Please contact your usual adviser at CST Wealth Management Ltd if you have any questions relating to your own personal circumstances. Contact details can be found on our Meet the Team page on our website http://cstwealth.co.uk/about-us/meet-the-team/ The Financial Conduct Authority does not regulate tax advice. CST Wealth is the trading name of CST Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority.
View Top Employees from CST Wealth ManagementWebsite | http://www.cstwealth.co.uk |
Revenue | $3 million |
Employees | 3 (2 on RocketReach) |
Founded | 2013 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | ClearPlan Financial Services, IBB Wealth, Inform Billing, Lifetime IFA, Thorburn Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52399 Companies |
Looking for a particular CST Wealth Management employee's phone or email?
The CST Wealth Management annual revenue was $3 million in 2024.
Gwyn Williams is the Director CST Wealth Management Limited and Clay Shaw Thomas Chartered Accountants of CST Wealth Management.
2 people are employed at CST Wealth Management.
The NAICS codes for CST Wealth Management are [5239, 52, 523, 52399].
The SIC codes for CST Wealth Management are [62, 628].