About Personal Trust – Somerset West

We provide the holistic management of client affairs, all under one roof: investment management, financial and estate planning, tax, wills, trustee services and the administration of deceased estates. Our service allows clients to deal with one advisor who manages all their affairs with personal trust. Building trusting, long-term, personal relationships with our clients and their families, we ensure their and future generations’ financial security and wellbeing. We also provide our clients with excellent old-fashioned, personal and caring service – as well as support in difficult family situations through our social wellness initiative.