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Adviser dossier · Wealth managers & private bankers

Philip Bevan

Head of Financial Planning, Saltus
Independent United Kingdom
1
Distinction listed
30
years in current expertise
Profile

Philip Bevan is a Chartered Financial Planner, Partner and Head of Financial Planning at Saltus, where he joined in 2014 as one of the founding members of the financial planning team. He brings nearly 30 years of industry experience and sits on Saltus's Management Committee. Earlier in his career he worked for specialist pension firms and was seconded to help establish offshore investment distribution in the Channel Islands; he subsequently founded and ran his own independent practice for 13 years before joining Saltus.

Bevan holds the Fellowship of the Chartered Insurance Institute — the highest financial planning qualification attainable — along with multiple investment management qualifications. He specialises in family wealth structuring, complex pension arrangements and divorce financial planning. He was named among Citywealth's Top 30 Global UHNW Wealth Planners 2026.

Specialisms
Recognition
Citywealth Leaders List 2025 — Financial Advisory & UHNW Services — Leaders List 2025 View source ↗