- 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
The advisor tries to understand and place my interests first and works to help achieve the right outcomes They understand me. They keep me well informed As my retirement approaches Saltus have been absolutely excellent in detailing an income plan for me,the one thing i really like about them is they always have time for you and make you really feel part of the team .And lastly the whole company is extremely professional with news bulletins when you want them, which again are extremely helpful . In summary the best move I’ve ever made Keeping clients updated without bombarding with unnecessary information. Understands our needs precisely. Great advice, always on hand to help, and a flexible approach to wealth management. Always informative, all enquiries answered professionally and explained fully. All calls answered and always polite and considerate. Professionalism Attention to detail Reliability Advises on Pensions and savings. Kept informed at all times. They consistently deliver on all expectations, whether that’s performance / returns, planning or just the human interactions. Keeps me informed and gives me confidence My family including my siblings and nephews/nieces all use Saltus. Our Advisor is fully committed to all our needs and is Honest, open and transparent. Extremely knowledgeable and dedicated and absolutely trustworthy ( probably the most important aspect of the service ).We have all known him for a good number of years and Saltus are doing a tremendous job for us all in securing our respective financial interests, I cannot thank them enough. Brilliant. Wealth and Portfolio management. Very Reliable, professional, reassuring when we retired and wanted to ensure our pensions were safe and working well for us Very easy to talk to. Simplifies complex issued for the layman and has consistently provided a great financial result Figures, options, and pension planning are clearly explained Saltus have been an excellent choice for me. They are responsive & supportive; taking the time to review my wealth management needs in a tailored way. Very responsive and supportive. Understand client needs and advise accordingly Always have my best interests at heart & give me clear information on monies. When my husband died they have helped me immensely in making sure my account is always at its best.Tell us what you think of this provider.
Trustworthy
Consistent
Consistency
Brilliant
Communicative
Expert
Excellent
Professionalism
Professional
Consistent, Trustworthy
Professional
Integrity, Commitment
Professional and helpful
Helpful
Competent
Excellent Clientfacing
customer-centric
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caring
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)