Personal Trust (Pty) Ltd
Warren Poole is a Trust Officer at Personal Trust (Pty) Ltd, a position held since May 2022. Prior to this role, Warren Poole served as a Wealth Manager at Nedbank Private Wealth South Africa from December 2000 to May 2022, focusing on helping clients achieve their financial goals. Additionally, Warren Poole worked as a Client Relationship Manager at BoE Private Clients from 2003 to 2008. Educational qualifications include a Bachelor of Commerce in Law from Stellenbosch University and a Bachelor of Laws from the same institution, along with a Diploma in Financial Planning from the University of the Free State.
Personal Trust (Pty) Ltd
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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.