PB

Phil Bevan

Head Of Financial Planning

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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Windsor, United Kingdom

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