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 Communicates well We use Saltus to manage our pensions and investments. We have found the contacts at Saltus are excellent listeners who will always try to accurately match the clients needs to the best options available in the market place. I ran my own business for over 30 years with the main mantra to all of my staff being that ‘the client comes first!’ Saltus are one of a very few companies that I have dealt with that have the same mantra. Good for them I say! Provides great support and makes everything easy to understand. Thank you. Very easy to use and great service. Prioritises clients needs and investments. Tailors their budgets. Gives professional advice and keeps clients fully updated with any financial changes in the market. Offers a great service in all aspects. Provide excellent investment advice, listening to my needs. Great returns and excellent communication They are well informed and active. Clear and transparent service, including fees. Short term actions recommended in the context of long term objectives. Investment funds are well explained with a balanced exposure to risks and opportunities. Especially in the current volatile environment. Good return on investment net of fee. Regular timely and helpful communication. Feels like a family friend. Client management is first class. Investment choices have paid off. Risk management provides confidence. Our adviser is personable, gives clear information and advice and is always available. We get great returns and the online platform is also easy to use and informative. Ivan and the rest of the team at Saltus just make things so easy . Great communication , efficient and most of all brilliant advice . Excellent advice and great customer service My advisor is great. He always makes himself available, is down to earth and gives good advice but understands me, rather than just “reading a script”. Returns are good. Keep me well informed of market updates, company developments, and wider info. Always keep on top of my plan and adapt well when needed. Great service which is very efficient and timely Listens to ideas and concerns and proposes solutions and practical advice. Communicates really well and keeps me informed, also provides great insight into investment opportunities. Treated with a personal touch. Protects my investments and invests them so my portfolio keeps going up Leave a review
Saltus Expert rating
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Saltus Customer reviews
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Brilliant service, easy software
Calm and clear
Available whenever I ask
Very happyService oriented
Excellent
Excellent
Professional
Reliability
Customer service
Professional
Solid
I get great communication and personal service with individual planning for my pension pot/total wealth.Professional and trustworthy service
Confidence approachable
Excellent
Simply brilliant
Fantastic
Effective and straightforward advice.
Excellent communication
Great service
Conscientious
Dependable
Accurate