What Our Clients Say
We respect the privacy of our clients, which is why their testimonials are shared anonymously. We understand that finances are deeply personal, and we’d extend the same level of respect and confidentiality to you.
Thank you very much for your gentle concern about me over many months. It has been an enormous support to have you at my side and to know you are at the other end of a phone.
I have been with Personal Trust for, I think, 12-plus years and have total confidence in their services. I have and do recommend them to friends.
Our family have had nothing but transparency and excellent advice going generations back.
I have been a client for over 30 years and moving my affairs to Personal Trust was the best decision I have ever made.
I had Personal Trust draft my will. The way Personal Trust has dealt with my late Mother’s Estate is outstanding. We as a family have had dealings with Personal Trust over the years and they have always been very helpful.
I simply cannot imagine how I would have managed my finances, in the 10 years since my husband’s death. Personal Trust has absolutely relieved all stress in this respect.
My Personal Trust management team has stayed the same for decades.They know me and my family personally and deliver a most sterling service! This gives me great peace of mind.
All in all, a very trustworthy, pleasant and reliable group of people to work with, in fact one can refer to them as, like working with friends.
Essentially, it’s the promised personal touch and care that makes the difference. I don’t have a big portfolio, but I do feel valued.
Focusing on the human aspect of finances and doing what is best for the client, is something I find Personal Trust do extremely well.
Not just chasing numbers and really putting in the effort to help clients. This in turn separates Personal Trust from other firms.
You concentrate on the relationship between the company and the client and not merely on performance. Performance I can get anywhere. Relationships are rare.
Personal Trust has that personal touch that is their hallmark and still continues to be so. They have a genuine interest in one’s own life and also are prepared to talk about theirs.
We get the impression that we are very important. We get contacted regularly and like their modus operandi which is ‘personal’.
I have been warmly welcomed into a community that is clearly way out of my league but i have at every turn been made to feel significant and important and my portfolio treated with great respect.
You can actually sit down and speak to a real person.