Saltus Customer Reviews
Based on 500 customer reviews and our expert analysis Expert review by Richard Berry · Last updated 3rd June 2026 Saltus won “Best Wealth Manager” in the 2026 and 2025 Good Money Guide Awards for it’s tailored financial planning and investment services. Saltus stands out in the UK wealth management industry by blending personalised financial planning with a sophisticated investment approach more often found in institutional circles. Founded in 2004, the firm manages over £10 billion in assets and holds Chartered status for its financial planning division, reflecting high standards in advice. Saltus takes a highly personalised route from the outset, matching clients with advisers who align with their goals and communication preferences. Their planning process includes robust cashflow modelling and tax optimisation, resulting in comprehensive strategies that span life planning and investment management. Their investment performance, as independently benchmarked by the ARC Private Client Indices (ARC PCI), is particularly impressive. Saltus has outperformed peers over 3, 5, and 10-year periods across cautious, balanced, growth, and equity risk categories — all while generally taking less risk. For instance, their core Growth strategy delivered an annualised 7.2% return over five years to the end of 2025, compared to 4.6% for the ARC benchmark. Fees are competitive and decline as portfolios grow, with no exit charges and transparent upfront costs, especially for larger portfolios. The ongoing cost for a £1.5m client portfolio in their core investment strategies is around 1.45% (including financial planning), and investment-only clients benefit from reduced charges. Client satisfaction is high, reflected in a 2025 Net Promoter Score (NPS) of 67 (well above the financial services average) and a 97% client retention rate. For context, Apple’s 2025 NPS score was 61 and Amazon’s 47. Bain & Co suggest that a score of 70 or more places a company in the ‘world-class’ category. A good choice for high-net-worth individuals seeking top-tier financial planning and strong, risk-adjusted investment performance. Based on 500 reviews 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 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! Leave a review
Saltus Customer Reviews & Expert Rating
The overall score out of 10 combines our expert rating out of 5 with the average customer rating out of 5.
Saltus Expert rating
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Saltus Customer reviews
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Effective
Excellence
Transparent
Very informative
Easy information
Integrity
Efficient
Professional
Nimble
Streamlining finances
Excellent
Outstanding Service
Excellent
Profesional
Outstanding service
Professional and trustworthy
Approachability
Excellent service
Forthright clarity
Perceptive