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 Despite having a retail client base, Saltus employ a highly institutionalised and sophisticated approach. For example, their approach to building portfolios is top tier and more akin to sophisticated institutions vs. the unsophisticated rubbish you typically get in the retail space. Support customers future plans Listen, advise, react and communicate Personalised approach with an individual who looks after your investments. Excellent performance of investments to give us peace of mind for our retirement I’ve invested through Saltus for 3 years and am impressed by their openness, clarity and clear communication. They clearly explain where and why their customers money is invested and display a balanced approach to risk v rewards. Overall they employ smart people who are well informed and who apply their knowledge to clients benefits. Saltus take the time to fully understand my (client) requirements & then create an effective plan, invest intelligently & keep in touch. Saltus take a really personal, professional and understanding approach with the service they provide. As a young woman, with not a lot of understanding of investing or the laws and legislations around, Ivan was able to break things down and explain them in detail, without making me feel incompetent or silly for asking questions. I’m extremely happy with the service Saltus have provided and continue to provide for me. I instructed Saltus a few years ago to bring together a number of disparate private pensions. I can now see that my pension fund is experiencing consistent growth. I am confident that my pension is being well managed, and as the investment/economic climate has changed I have received timely, practical and personally tailored advice as to how ongoing management and value might be optimised. The advisors I have worked with are efficient, friendly and confidence inspiring. Great service. Keeps me informed of market movements and what to expect going forward, moving funds to best appreciate likely trends and capitalise on opportunities. Updates provided every quarter with great tech trakers and easy to understand explanations with a net result of above average market gains. Provides excellent returns on investments Excellent retirement planning and great returns on my pension. Great communications with investors,supported by a well diversified Saltus plan with you. The objective is to grow long term wealth maximising any. Their advice over the years on how to structure my investments has been invaluable. I have now retired early, thanks to their help and guidance. Everything! Investment management, service, communication, approachable, helpful Communicative responsive and to this point very successful in returning a profit to my They get to know you so they can tailor investments to our needs and are very good at keeping us well informed of performance and are always thinking ahead. Explanation and knowledge of financial products They take time to ensure they offer a tailored investment portfolio and keep us well informed of investment performance. Good communications, sensible advice, taking the time to understand a client…. First Class service at premium economy prices Leave a review
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Saltus Customer reviews
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Institutional
Professional
Guide first time investorsInformed
Excellent
Wise
Professional
Supportive
Proactive
Expertise
Excellent
Excellent
Excellence
and professional investment approach resulting in market leading performanceTrustworthy
Exemplary
Excellent
investments.Personalised
Honest
Committed
Competent
Excellent