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The Joseph Bevan Partnership
       
 
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The Joseph Bevan Partnership
 
 
History: 

Joseph Bevan has worked in financial services since 1986.  Having graduated in law at Bristol he trained as a solicitor, specialising in corporate finance and banking.  Seeing an opportunity created by the Financial Services Act 1986 Joseph started to work with a major financial services company in the City of London.  In 1990 the Joseph Bevan Partnership was formed with the sole purpose of assisting company directors with their personal and corporate financial planning.

Having achieved rapid growth throughout the 1990's the partnership had acquired, by 2000, some 45 corporate clients.  During this period Joseph became more and more uneasy about the domination of insurance companies in retirement and other financial planning.  The main problem was the inability of many clients to understand clearly insurance company charging structures.  Joseph became aware, also, of a spreading suspicion and wariness from his corporate clients concerning insurance companies and their products.

From January 1st 2000 the Partnership has completely withdrawn from the insurance company pensions market and concentrates on the advising on, and setting up of, Small Self-Administered Pension Schemes (SSAS).


 
 
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