Saltus work with:
- Individuals with £250,000 or more in investable assets. This includes pensions, ISAs, other tax-wrappers and cash available for investment.
- Institutions
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How Saltus can help you build your wealth in three simple steps…
Match
We’ll start by matching you with the perfect adviser from our expert team.
Plan
Next, we take a deep dive into your unique needs, ambitions and goals to help form a plan.
Build
Last step: you get a tailored financial plan which maps out your journey towards building your wealth.
About Saltus
Latest Saltus Customer Reviews
Excellence
Salaries manage my SIPP and ISAs with outstanding performance, excellent communication and insights.
Transparent
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.
Very informative
Good advice and keeps client well informed
Easy information
Speaks in a language that is easy yo understand
Integrity
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.
Efficient
SIPP pension advice and investments
Nimble
Anticipates movements in investment markets and excellent portal.
Streamlining finances
Saltus provides an experienced Financial Advisor who understands my needs and aspirations. My investments are now simpler to follow and growing nicely.
Excellent
Great communicators
Outstanding Service
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!!!
Excellent
Looks after client money very well over the long term. Great client communications. Bery good back office.
Profesional
Micro manages my private pension to ensure the best returns/investments for me.
Outstanding service
They have managed my funds efficiently through some difficult years and communication is consistent and clear.
Professional and trustworthy
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.
Approachability
Steady investment
Excellent service
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.
Forthright clarity
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
Perceptive
Keeps me in touch with reality without scaring me!
security
manages my sipp
trustworhy
Keeping in touch, providing good feedback on market considerations, and preparing clear reports on a regular basis. The service is personal and friendly.