Contact the IFDL team

If you would like to know more about how the IFDL team can support your business, our experienced staff are here to help.

We’re here between 9:00am and 5:30pm, Monday to Friday, to answer your questions. 

Guy Anderson - Head of Institutional Sales

Guy Anderson - Head of Institutional Sales

After university, and a short career as an Officer in the RAF, Guy began his career in financial services over 20 years ago; working across product providers, asset management, private banking, advising and previously working for two other platform providers.

As Head of Institutional Sales at IFDL, Guy is responsible for managing and partnering with large advisory businesses, who are looking to establish their own platform proposition on a full white-label basis.

He has worked closely with Intermediaries helping develop their platform and investment proposition, and has regularly presented at national events and roadshows across the UK, and internationally.

An active member of investment professional bodies the CFA and CISI, he holds a Masters in Wealth Management from the Chartered Institute of Securities and Investment; where he is a Chartered Fellow.  A Chartered Wealth Manager, and Chartered Financial Planner and holds the Investment Management Certificate (and 25 metre breast stroke badge).

Guy lives in the Midlands with his wife and two teenage daughters. He enjoys all active sports; especially skiing, and now due to failing knees can be found on his bike as a MAMIL!

Contact details:

Email: guy.anderson@ifdl-uk.co.uk
Tel: 07590 227039

Richard Beeby - Institutional Relationship Manager

Richard Beeby - Institutional Relationship Manager

Richard joined Ascentric in June 2008, progressing to the leadership of the Southern UK BDM team. He then moved into the IFDL fold in 2011, primarily to manage the launch and ongoing relationship with a large white-label partner.

As Institutional Relationship Manager, Richard is now busy managing several white-label relationships whilst also helping to lead the evolution of our white-label proposition and sales strategy. With all those years of experience in this exciting field, he is often engaged with intermediaries to help them understand their longer term options.

Richard’s previous financial services experience includes working as an adviser, consultant, in various sales and training roles, and in operations. Previous employers include Prudential, M&G, and Bank of New York.

He has a Masters degree in Civil and Structural Engineering from the University of Sheffield and a MBA from Oxford Brookes University.

Contact details:

Email: richard.beeby@ifdl-uk.co.uk
Tel: 07590 775106

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The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

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