Saltus Customer Reviews & Expert Rating

Looking after my money

Advice for my retirement financial integrity

Communicate clearly without bombarding you with irrelevant communications, advise you wisely and execute diligently.

Have guided us through retirement and SIPPs with constant good results and support at every level.

Saltus are small but highly specialised. They truly seem to value my business and not have the hierarchical old school baggage of traditional institutions. I chose them for this reason. I get a personal tailored investment experience with a very experienced and dynamic Financial Planner (also a Partner). If I choose I can visit their local office to have face to face meetings, which was super important to me. In addition Communications and App quality, where I can monitor my investments are excellent. I am very pleased and would recommend them to anyone.

Solid,sensible, successful.

Communication is excellent, dedicated team focused on results

Excellent at keeping in touch and responding to questions

Emma Wilkinson my investment manager has patiently walked me through all the steps i’ve needed with my money since my father sadly passed away. She has educated me, helped me understand what decisions i’m making and how best to make them with a very clear understanding of my goals. TOP CLASS given how little I knew to start with!

Excellent platform providing easy access to performance and transactions. Also provides updates on important issues ie, Pension planning, budget updates, IHT and retirement planning. My wealth manager Lauren provides clear concise information tailored to my needs, Lauren listens to my requirements and concerns and provides a solution focused approach to my investments. The regular updates are very useful. The Saltus app is very user friendly

What truly makes Saltus the preeminent choice in wealth management is the way they put the person before the portfolio. While many firms treat financial planning and investing as two separate tasks, Saltus brings them together under one roof, making life much simpler for their clients. They’ve managed to do something rare: combining the “high-tech” of their own market-leading platform with the “high-touch” care of Chartered experts who genuinely listen. By stripping away the usual industry jargon and hidden costs, Saltus offers a level of honesty and clarity that builds real trust. They aren’t just managing assets; they are helping families navigate life’s biggest transitions with confidence, proving that world-class financial expertise can, and should, feel personal.

We use Saltus for our retirement planning and our contact Lauren has always been extremely professional, always gives us options for our retirement finances, whilst explaining very clearly. Nothing has ever been too much trouble.
We are also very satisfied with the performance of our funds. Thank you Lauren & Saltus

They are incredibly well organised and do all of the basics seamlessly well. The investments are managed to achieve strong market returns while reducing risk – just what any investor wants. And best of all, the people are great to deal with. The advice I have received has been exceptional, first class, and I say that having worked in finance for over 40 years. I am very happy to trust this firm and these people with my retirement funds.

They have shown a clear understanding of our spending needs following retirement

Regularly provides market updates and my wealth manager is always available to provide guidance and support, even if it’s just a general chat about my future planning

Always very responsive to my queries and solid returns on my investments.

Clear communication on how best to invest

Knowledgeable, confidence inspiring

Supportive and real world

I use Saltus to manage my pension portfolio. They are very personable and professional in their communications and so I feel like a valued client. i appreciate their wealth of knowledge of the industry, and the recommendations that they make to ensure that my pension fund grows in line with the financial markets.