Richard Bean DiP PFS

SIPP/SSAS Business Development Manager

Contact details

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.