Saltus Customer Reviews
We have SIPP and ISA accounts arranged by Andrew and team over the last 18 months. He has taken time to understand our requirements, explain everything clearly and pitch well to our level of understanding. We know we can expect a reply to all our queries very promptly and we are both very pleased with the service provided. Great service and really helpful advice, very friendly and always available when needed. Would definitely recommend gp for financial advice. I have always been more than satisfied with the service from Saltus, in particular Gianpaolo, Mel and Amy. They are friendly, totally competent and I know that whenever I contact GP he will reply within 24 hours. He totally understands me, my family history and my needs and he delivers his advice in a way I find easy to understand. I cannot fault this service. I’ve been with Saltus or acquired IFA for many years. During COVID times, the comparative performance was very good even though there was valuation drop everywhere. Recent performance improvements in the last 18 months have been very positive. Service always good and personal service provides extra security. Ivan Lintner has been giving me great advice on my private pension for many years, always happy to help me with any questions I might have regarding my pension portfolio. I would definitely recommend to any of my friends or family. The financial advice Andrew Goodey has provided in relation to the management of my pension pot has been excellent. Whether it was ongoing advice about potential changes to my investment portfolio, or taking on board and providing guidance on the level of investment risk I was prepared to tolerate, Andrew has been a very able and trustworthy financial consultant. More recently, he has provided financial advice to my wife who works as a management consultant; this included recommending savings on corporation tax through establishing a private pension pot. Andrew is an active listener that enables him to understand our objectives and tailor his advice to our short and medium needs. Great end to end service – Dan Hiles has really taken the time to listen to our drivers, ambitions and goals and then tailor his advice accordingly – there has been no hard sell and he has quickly become a trusted adviser – not pushy but appropriately informative and challenging – but then respecting your ultimate decisions. I feel very relaxed about leaving my finances in the capable and experienced hands of Andrew Goodey of Saltus. Andrew has looked after my holdings for a long while and it is a comfort, as a pensioner mostly relying on investments for income, to have that sort of trust x peace of mind. I can put any related issues before the Company and they are explained promptly in ‘everyday terms’ I look forward to regular home visits where document updates are perused x clearly explained. Gives reassurance each time. Good clear advice, personal service and a good accessible web- based tool to view your investments I’ve always found the service from Saltus to be top notch. Any queries are dealt with professionally and speedily.Tell us what you think of this provider.
AG and team are always quick to respond with very clear information and guidance
Helpful advice from Saltus
Excellent service from GP and the team
Good comparative performance in both strong and poor market times
Great advice when needed, very trustworthy keeping my pension on track
A professional service tailored to our specific needs and circumstances
Great personal touch
Genuine Concern for clients and that they are given the very best advice
Good clear advice
Great Service
Saltus Expert Review
Saltus Expert Review: Best Wealth Manager 2025
Name: Saltus
Description: Saltus won "Best Wealth Manager" in the 2025 Good Money Guide Awards for it's tailored financial planning and investment services. With over £7.5 billion under advice, it combines institutional-style investment strategies with bespoke advice. Saltus has consistently outperformed its peers, as measured by the ARC Private Client Indices, while maintaining strong client satisfaction and retention.
Summary
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 £7.5 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 Growth strategy delivered an annualised 7.7% return over five years to the end of 2024, compared to 5.3% for the ARC benchmark.
Fees are competitive and decline as portfolios grow, with no exit charges and transparent upfront costs, especially for larger portfolios. An average ongoing cost for a £1.5m client portfolio is around 1.28% (including financial planning), and investment-only clients benefit from reduced charges.
The fees can vary depending on the solution recommended but the below assumes the use of Saltus Asset Management’s core investment strategies. Additional, third-party fund charges (non-Saltus) are not included in the figures and will depend on the investment strategy selected.
Financial Planning & Investment Management:
1.50%: The first £500,000
1.45%: The next £500,000
0.90%: The next £1,000,000
0.60% Thereafter
Investment Management Only:
1.25%: The first £500,000
1.00%: The next £500,000
0.75%: The next £1,000,000
0.50%: Thereafter
Client satisfaction is high, reflected in a Net Promoter Score (NPS) of 59.57—well above the financial services average—and a 97% client retention rate.
A good choice for high-net-worth individuals seeking top-tier financial planning and strong, risk-adjusted investment performance.
Pros
- Strong investment performance
- Bespoke client service
- Transparent, tiered fees
Cons
- £250k minimum investment
- Initial advice charge
- Limited DIY option
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Wealth Manager Rating
(5)
