Richard Bean DiP PFS IMC

Associate and SIPP Business Development Manager

Richard engages with key accounts to maximise profitable SIPP business. He works with internal stakeholders to ensure good quality service and best customer outcomes.

Richard's day-to-day can involve face to face meetings, seminars, meetings over Teams/Zoom, technical updates and phone calls.

Richard's main area of expertise are SIPP, drawdown, transfers, and investment options. 


Clients of financial planning firms and investment managers, particularly those on our investment partner panel.

Significant experience

  • Over 30 years’ experience in financial services.
  • Over 25 years' experience in business development.
  • Specialised in SIPPs for the last 10 years.
  • Relationship Management.
  • Panel selection/due diligence.
"Barnett Waddingham is a fantastic firm to work for. Open, honest, supportive and professional. And great people too."
Richard Bean


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