Saltus Customer Reviews
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 It manages my expectations and shows me what I can expect of the future in a friendly way . It’s also easy to see how my Portfolio is performing Keeps me well informed and provides me a high level of confidence that they are managing my fund as if it were their own Good investment performance and people Keeps me appraised of how to manage my retirement funds, with helpful and easy to understand advice. Friendly and very approachable. Communicate Provided a financial advisor who understands my needs and aspirations. I rate the personal advisor, who has given us sound advice over the years and useful information. They are very responsive to any questions or advice required, and are proactive too. The Saltus platform is also super easy to use. I am also pleased with the financial performance of the various investments we have with them! We get timely advice, they clearly think about our interests in the short and longer term. Saltus are great people to deal with. Communications are clear and easy to understand. great correspondence and a really good client facing team. Saltus takes the time to understand individual goals and risk tolerance, and consistently provides well-reasoned guidance tailored to those objectives. I especially value their proactive approach, transparency, and ability to explain complex concepts in a clear and approachable way. Very proactive and responsive to all requests and have provided solid advice which has proved to be very beneficial Provide regular updates and a personalised service for me and my families investments. Always available to offer advice. Highly professional yet friendly and have proved to be experts in their field with their successful recommendations Well organised and very helpful. Does not blag on in the pretence that an investment strategy is about outsmarting professionals at investment choice and is up front about risk as much as return being in the investment decision equation. Good on tax and helping make the decisions against the backdrop of fluid rules, interesting geopolitics and unpredictable UK government behaviour (and a government is minded to tax and subsidise). Saltus listen to their customers/clients and tailor the best options to meet their needs. My personal dealings with Kwasi Yeboah have always been friendly, engaging, open and informative. We feel Saltus understand and support our financial position and give us sound and successful advice as to best way to safely manage our investments. Provides an empathetic, personal service with access to face to face meetings. Approachable and efficient who regularly notify you with their quarterly finance reports advising you of your portfolios performance. What’s not to like. I cannot fault them. Leave a review
Saltus Expert rating
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Saltus Customer reviews
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Clarity
Responsible
Performance
Fully engaged
Caring and work with integrity
Personalised finances
My finances are now streamlined for simplicity.Helpful
Trusted
Excellent
reliable
Fantastic
Professional
Focused
Expert
Responsive
Professional
Straighforward
Customer focus
Consistent results
Staff are reliable and consistent, and easy to deal with.Professional