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Personal Trust is a client-focused financial planning and investment management business providing an holistic financial solution to clients planning for, or already in their retirement years. Founded in 1980, the company now manages in excess of R12 billion worth of assets. We have offices in Rondebosch, Somerset West, Knysna and the UK. Our range of services includes: Investment & portfolio management, retirement & estate planning, fiduciary services, Money market facility, tax services and offshore financial services.
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