Legge joins from Brewin Dolphin, where he worked for eight years as intermediary business development manager and started an IFA initiative programme.
“These are exciting times in the IFA market and we believe our proposition will help IFAs in the battle to meet client needs and demonstrate value added,” Legge commented.
Prior to joining Brewin Dolphin in 2005, Legge was intermediary business development manager at Gerrard Investment Management from 2001, until it was acquired by Barclays in 2005. Before this, he held the same role at Williams de Broe, where he was responsible for establishing and building a new private client base for the bank.
“Having consulted extensively across the IFA industry, we have a clear and simple offering built around a highly competitive price structure. We aim to provide a leading level of service for professional intermediaries looking to work with a firm that understands them, their business needs and the ability to ensure their clients’ risk tolerance is properly understood and accounted for,” chief executive Harry Burnham said.
