Philip Bevan

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Saltus Financial Planning Limited

    FRN 722703

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 11. Pension transfer specialist
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 25 Oct 2023)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF1 Director (AR) (since 6 Jun 2019)
    • CF30 Customer (since 9 May 2016)
    • [FCA CF] Manager of certification employee (1 Sep 2020 to 21 Aug 2025)
    • SMF3 Executive Director (9 Dec 2019 to 21 Jun 2023)
    • CF1 Director (18 Jul 2016 to 8 Dec 2019)
  • Saltus Partners LLP (no longer approved here)

    FRN 402531

    • SMF27 Partner (9 Dec 2019 to 15 Apr 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 15 Apr 2025)
    • Responsible for Insurance Mediation (18 Jun 2014 to 30 Sep 2018)
    • CF4 Partner (8 Apr 2014 to 8 Dec 2019)
    • CF30 Customer (11 Mar 2014 to 8 Dec 2019)
  • Agora Asset Management Ltd (no longer approved here)

    FRN 223373

    • Employed By (20 Nov 2012 to 28 Feb 2014)
  • CPN Investment Management LLP (no longer approved here)

    FRN 579506

    • CF1 Director (AR) (20 Nov 2012 to 28 Feb 2014)
    • CF30 Customer (20 Nov 2012 to 28 Feb 2014)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.