- Saltus is highly regarded on Good Money Guide, offering a personalised approach to financial planning and investment management. With impressive investment performance and competitive fees, Saltus is a top choice for high-net-worth individuals seeking comprehensive financial services.
- Experts highlight Saltus’ robust cashflow modelling, tax optimisation, and strong investment performance across various risk categories. The company’s transparent fee structure, high client satisfaction, and personalised service make it a dependable option for long-term financial planning.
- Customer reviews for Saltus are overwhelmingly positive, praising the company for its efficient customer service, clear communication, and knowledgeable advisors. Users appreciate the tailored advice, regular updates, and the user-friendly online portal provided by Saltus.
Saltus Customer Reviews
Communicates well Calm and clear Available whenever I ask Very happy 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. I get great communication and personal service with individual planning for my pension pot/total wealth. 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 upTell us what you think of this provider.
Brilliant service, easy software
Service oriented
Excellent
Excellent
Professional
Reliability
Customer service
Professional
Solid
Professional and trustworthy service
Confidence approachable
Excellent
Simply brilliant
Fantastic
Effective and straightforward advice.
Excellent communication
Great service
Conscientious
Dependable
Accurate
Saltus Expert Review
Saltus Expert Review: Best Wealth Manager 2025
Provider: Saltus
Verdict: Saltus won "Best Wealth Manager" in the 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.
Summary
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.
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)