Saltus
Phil Bevan is a financial planning expert with extensive experience in the investment management sector. Currently serving as the Head of Financial Planning and partner at Saltus since March 2014, Phil oversees the Chichester office and contributes to the management committee with a focus on financial planning. Previously, Phil served as a founding Director at Agora Asset Management Ltd for 11 years, where responsibilities included client-focused activities and delivering top-quality financial planning advice. Earlier roles included positions as an Investment Sales Specialist at Aegon and a Senior Consultant at Royal London. Phil holds a Bachelor of Science (BSc) in Geology from the University of Southampton, completed in 1994.
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Saltus
Saltus is an independently owned financial planning and investment management company. We offer a complete solution to private clients and act as a trusted partner to a growing number of professional connections. Our objective is to preserve and grow wealth for our clients over time, irrespective of investing conditions, through risk based, multi-asset class investing. We achieve this through the experience of our investment management team and by using a very diverse range of investment funds and classes.