Brooks Macdonald has bought Cardiff-based financial planning business CST Wealth Management (CST).
CST has around 500 clients, with assets under advice (AuA) of around £170m. It offers financial planning for both businesses and individuals, according to a Brooks Macdonald news update. "CST Wealth Management is well known to our Cardiff team for their excellent client service," said Brooks Macdonald CEO Andrea Montague. "We are delighted to welcome them to Brooks Macdonald as we increase our offering in Wales and grow our presence in financial planning, aligned with our strategy to reignite growth." CST director Gwyn Williams said: "We are pleased to be joining Brooks Macdonald, whi...
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