Our Director and Head of CST Wealth Management Limited
For more than 30 years, Gwyn has forged a strong, open relationship with clients, combining technical and commercial experience with a passion for client care to deliver valuable advice and insights.
In his role as the Head of CST Wealth Management Limited, he provides individuals and business owners with a tailor-made holistic financial plan forecasting all aspects of their financial future.
This bespoke approach to capital and income management, up to and into retirement, encompasses tax-efficient investment, protection, estate planning and capital preservation strategies.
It is thanks to his experience as a Chartered Accountant and a Chartered Financial Planner that he can provide an in-depth review of individuals’ finances to build plans around their businesses and aspirations for later life.
Also, having worked closely with clients to create wealth for three decades, he has developed strong commercial and tax experience, particularly in respect of the purchase and sale of family businesses, and is an expert on VAT related to property.
Outside of this work, Gwyn has been a regulated auditor for over 20 years and is directly authorised by the Financial Conduct Authority to oversee work in this area.
Want to get to know Gwyn better?
If you would like to discuss wealth management opportunities with Gwyn or would like to know more about the work of our team, please get in touch today.
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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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