Saltus Customer Reviews
Always very impressed with the care and attention provided by all at Saltus, particularly Dan Hiles our advisor. Excellent client service We have many accounts. We have always been delighted by the way we have been looked after. The very complicated investments are always explained in understandable ways. SALTUS manage my Pension & ISA accounts, advising on investment strategies and providing regular financial advice from buying my next car or upgrading my living accommodation whilst also looking after my savings and advising on inheritance. All this is done by my personal advisor Dan Hiles, who is always prompt and good humoured which I fully appreciate. Always pleased with the advice I receive and the hassle free approach to managing my ISA and general investment saving account.Tell us what you think of this provider.
Excellent personal service
Recommend
Very well looked after
SALTUS GIVE GOOD, DEPENDABLE ADVICE, EVERY TIME.
Highly recommend
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)
