Phil Bevan Email & Phone Number

Whiteley, Gb

I am a partner at Saltus, an independently owned risk based, multi-asset class investment management firm that was established in 2004. I am responsible for our Chichester office and sit on the management committee, my primary responsibility being financial planning. As a Chartered Financial Planner I spend the bulk of my time working with private clients and trustees providing them with strategic financial planning advice. This involves developing and executing financial strategies… Show more I am a partner at Saltus, an independently owned risk based, multi-asset class investment management firm that was established in 2004. I am responsible for our Chichester office and sit on the management committee, my primary responsibility being financial planning. As a Chartered Financial Planner I spend the bulk of my time working with private clients and trustees providing them with strategic financial planning advice. This involves developing and executing financial strategies and updating them as tax and legislation dictates and circumstances change. A strong knowledge of tax and pension legislation combined with a pragmatic approach has meant I have dealt with many clients for over 13 years including in many cases three generations of family members.I also enjoy nurturing connections and collaborating with fellow professionals discussing how we can assist them with their client needs. Show less

Chichester

11 Years as founding Director at Agora Asset Management based in Chichester. Responsible for all client focussed activities including researching products and investments in order to deliver the highest quality financial planning advice to private individuals.