Richard Bean DiP PFS
Richard’s role is to maximise business opportunities for our Flexible SIPP and SSAS propositions. His work is mainly with the IFA market, dealing with large nationals, networks, regional accounts and small independent firms.
Richard has a wide level of knowledge and experience in the SIPP and SSAS markets, having dealt with every aspect from marketing, literature, scheme rules, procedures and business development. His main clients are independent financial advisers although he also deals with other professional introducers and direct clients.
Richard has recently assisted with the successful takeover of an existing SIPP and SSAS book from another SIPP/SSAS administrator and trustee.
Career
Richard has been in financial services since 1987. He has worked in administration, sales support, investments, corporate pensions and has specialised in SIPPs and SSAS for the last four years.
He joined Barnett Waddingham in September 2014 and holds the Investment Manager’s Certificate (IMC).
Interests
Watching and playing football (badly!), spending time with the family, walking the dog, listening to music and playing the guitar.