Philip Bevan

Chartered Financial Planner, Partner

Phil has a no-nonsense approach, always helping clients to focus on the bigger picture whilst he takes care of the details. He has a strong focus on managing wealth across families due to his empathetic nature and is known for his ability to provide imaginative, yet pragmatic, solutions. Consequently, Phil is regularly called upon to help business owners structure their affairs and often assists with complex pension arrangements and divorce cases.

Phil joined Saltus as a Partner in 2014 and was one of the founding members of Saltus Financial Planning. He has almost 30 years of industry experience and now sits on Saltus’s Management Committee as head of our financial planning team.

Early in his career, he worked for two specialist pension companies and was then seconded to help establish distribution in the Channel Islands for an offshore investment firm. He later left the corporate world to establish and run his own firm for 13 years before joining Saltus. Phil holds the highest level of financial planning qualifications attainable as a Fellow of the CII, in addition to holding numerous investment management qualifications.

Phil has a strong focus on managing wealth across families due to his empathetic nature and is known for his ability to provide imaginative, yet pragmatic, solutions.