HERMANUS FINANCIAL ADVISOR

GEORGE LEGGETT
 George Leggett
MEMBER SINCE 2006
Firm Old Mutual
Suburb Hermanus
Address Astoria Village, 23 Main Road, Hermanus, 7200
See Map
GPS -19.234743, 34.409176
FSP Licence 199/004643/06
Languages not specified
Email
Tel 313 7100
Cel 083 325 5276
Fax 086 6329832
Qualifications
  • B.A. (Hons) Psychology - Rhodes
  • Completing Damelin Certificate in Financial Planning
  • SERVICES
    Retirement
    Investments
    Estate Planning
    Life and Disability
    Short-term insurance
    Business Assurance
    Group Schemes

    FOCUS

    Nearly all areas of personal and business risk management and investments

    OTHER SERVICES

  • Accredited for 35 Old Mutual products.
  • I am happy to provide services to clients within the Western Cape other than Hermanus.

  • COMPANIES REPRESENTED

    OTHER COMPANIES REPRESENTED

    Accredited for 35 Old Mutual products, Liberty compulsory annuities, Momentum voluntary annuities
    Companies through which more than 30% of income is derived:
    Old Mutual

    EXPERIENCE

    Employed by Old Mutual since 1988 initially as a Sales Representative (20 months) then as a Financial Adviser for O M Financial Advisory Services (FAS) until 2000. Thereafter as Executive Financial Adviser, Old Mutual Personal Financial Advice. Career has been Gauteng-based until 1 September 2006. Now based in Hermanus, Western Cape.

    BUSINESS PRACTICES
    Minimum Levels of Premium/Investment accepted Lump Sum: R50000.00
    Recurring monthly: R150.00
    Remuneration Commission only
    Legal structure of employer Listed Company
    Number of staff > 50
    Indemnity insurance Insurance: no  
    WHERE THIS FINANCIAL ADVISOR IS BASED
    COMMENTS


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