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 Knows me, understands me and provides regular specific high quality advice. Service – knowledge, Investment Performance are first class! In particular relating to retirement financials guidance. Customer service and expertise are incredible. I feel in safe hands and know my investment is being well managed. I use the company to advise me and manage my ethical investments. I always find the staff helpful and knowledgeable. A great tean of friendly knowledgeable people who keep you informed at every turn with great advice Always impressed with their excellent attention to detail and personal service. They do not just feel like Wealth Managers they feel like trusted advisors. They are client focused, super friendly, listen to your asks, no hard sell, great returns and performance overall – in short, a pleasure to do business with!! Over the last 12 months, have seen significant rises in investments Provides proactive advice, and tries hard to understand the customer. The Saltus client service is excellent and inspires confidence that the wealth management is undertaken wisely and with expertise. I have entrusted Saltus to look after my Self Invested Personal Pension as well as other investments. The transition from paying in to my SIPP and a company pension scheme, through retirement and the start of the drawdown phase supplemented by the state pension has been handled confidently and adeptly over the last 2-3 years. Throughout this time, the clarity of information provided has been first class and the client interface/online dash board has been very straightforward to navigate clearly demonstrating the performance of the funds selected in accordance with my risk profile. They provide strong investment performance alongside a relationship manager who gives excellent short and long term financial planning advice that challenges you to make the most of the opportunity your financial position gives. I have known Andrew Goodey of Saltus for a long while. I have particular trust in his advise and appreciate his jargon free explanations of the sound investments that he has made for me over the years. As an older person now I have a balanced income without concerns. Friendly, personal service and able to guide through the often complex world of pension investments It really listens to its clients and delivers fantastic customer service Dedicated advisors who provide brilliant advice and support Knows the market place and client exceptionally well Thoroughly researches individual situations and investment options and provides clear advice, swiftly, in a friendly, respectful way. Wealth manager Saltus provides expert personalised advice and excellent service. Its investment choices and solid management of my portfolio has delivered great results with all areas of my financial life considered in the round. Very easy to deal with. Produces excellent financial results. Very good at communication and supportive when needed Saltus provide detailed information data explaining how they help manage my Pension account, my ISA and GIA and give good advice on any changes. They clearly know exactly what they are doing and I am very lucky to have them handling my accounts. Thank you. Leave a review
Saltus Expert rating
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Saltus Customer reviews
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Personal Service
Top-class
Outstanding
Constructive, non- patronising advice!
Genuine
Efficiency
Superb
Sustainability
Thoughtful
Dynamic wisdom
Excellent
Impeccable
This personal and patient approach is very valuable and reassuring.Approacable
Empathetic
Excellence
Excellence
bespoke, transparent, responsive
Excellent
Excellent results
Professional