Personal Trust (Pty) Ltd
T. (Tim) Bellairs is an experienced financial professional with a strong background in investment services, retirement planning, estate planning, and trust management. Currently serving as a Trust Officer at Personal Trust (Pty) Ltd since September 2022, Tim has previously held roles as a Fiduciary Specialist at Nedbank Private Wealth from October 2012 to September 2022 and as an Investment CRM at BoE Private Clients from June 2007 to October 2012. Tim's educational qualifications include a Certified Financial Planning Professional (CFP) designation from the Financial Planning Institute of South Africa and a Post Graduate Diploma in Financial Planning from the University of Stellenbosch Business School, complemented by a BA LLB in Law from SACS.
Personal Trust (Pty) Ltd
1 followers
Personal Trust is a client-focused trust and investment management company providing advice and personalised financial solutions to clients planning for, or already in their retirement years, as well as to their families. We believe we excel at understanding our clients’ needs and aspirations building client knowledge and loyalty in the process. We offer a full suite of financial services, providing our clients with the convenience and comfort of having their business affairs conducted under one roof. Our services include: • Investment & Portfolio Management • Retirement Planning • Offshore Financial Services • Tax Services • Money Market • Wills • Estate Planning Personal Trust has been in successful operation since 1980 and manages approximately R18 billion worth of assets. We have offices in Cape Town, Somerset West, Noordhoek, George, Knysna, Port Elizabeth and the UK.