Saltus Reviews: Best Wealth Manager 2025

Simplifies matters and provides good, efficient customer service

Salaries manage my SIPP and ISAs with outstanding performance, excellent communication and insights.

The team do not just provide excellent professional Financial services but they work seamlessly to deliver client centred service making the effort and taking time to get to really KNOW them.

Good advice and keeps client well informed

Speaks in a language that is easy yo understand

Totally trustworthy and very knowledgeable about the clients needs and future goals. We have been very fortunate in having James Dear as our advisor for 15+ years, He has looked after all of my families needs -my wife, daughter, sister brother in law and nephew. Tremendous support and regular contact with us all, we as a collective cannot thank him and Saltus enough for securing our financial futures in these turbulent times, highly recommend Saltus a brilliant group.

SIPP pension advice and investments

This company provides me with an efficient all round service dedicated to my retirement needs. The staff are polite, friendly and helpful and I am confident that my funds are being invested to achieve a maximum return in line with my requirements which gives me peace of mind.

Anticipates movements in investment markets and excellent portal.

Saltus provides an experienced Financial Advisor who understands my needs and aspirations. My investments are now simpler to follow and growing nicely.

Great communicators

Saltus are a very professional company which provides an outstanding service and very personal to its clients. As a retired College Lecturer together with my wife we spent a great deal of time exploring options for a viable and an efficient use of our retirement savings without any form of success. Other “so called” Financial Specialist provide little or no direction and left us totally confused and disillusioned, then our next door neighbour recommended Lauren Plumbley of Saltus to us and we haven’t looked back since. From the very first point of contact Lauren put a ease and through a series of informative and friendly meetings Lauren built up a comprehensive and very personal understanding of our financial position, our immediate and long term thoughts and futures. Subsequent meetings with Lauren we were provided with very clear and comprehensive information about what potential options were available to us and what potential benefits and risks each option carried. Throughout these meetings Lauren was calm and collective instilling and building confidence and a no point was there any pressure. Lauren had established a very intimate understanding of us, our position, our views and morals. Lauren has worked with us with great respect, diplomacy and sensitivity and has been able to provide advice, guidance and direction that we feel comfortable and confident with. This very professional yet personal approach has taken the stigma out of our concerns over financial matters. We are now relaxed and confident in the service we receive from Saltus and are seeing positive progression and an effect use of our funds. We receive regular updates and comprehensive documentation on meetings, discussions and actions which add further to our understanding and confidence. To summarise, Saltus and in particular Lauren Plumbley have been superb, very professional yet extremely friendly and sensitive to our needs, nothing is rushed allowing plenty of time for us to understand, consider and make informed decisions. An EXCELLENT all round service and customer support FANTASTIC!!!

Looks after client money very well over the long term. Great client communications. Bery good back office.

Micro manages my private pension to ensure the best returns/investments for me.

They have managed my funds efficiently through some difficult years and communication is consistent and clear.

Superb professional service – they really take the time to understand the clients’s situation and develop successful strategies. They are extremely knowledgeable about investment options and have access to investment options that other providers can’t deliver. Communication is proactive and clear. Lastly, their track record of investment growth for appropriate risk level is excellent and probably unmatched.

Steady investment

Outstanding financial advice and personalised customer care.

I’ve been with Saltus for 15 years and they have provided all my needs to manage my pensions & provide retirement income.

Cannot praise Saltus enough, just a first class company.

Saltus really understand the circumstances of their customers and their needs, then clearly communicate the options available. In fact, their communications are one of the strengths of the brand that sets it apart from other providers that I have used. Although others have customer portals, the one at Saltus I find genuinely useful and not just a way to reduce paper. The advice I have had from them, about my SIPP has been high quality and the results achieved. speak for themselves

Keeps me in touch with reality without scaring me!