- 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
They listen to each customers individual needs & confidentally explain everything so customer feels reassured understand and is confident to make decisions I use Saltus to invest and manage my pension and savings. Their customer support, expertise and knowledge of the market is excellent and I wouldn’t hesitate to recommend them to my friends and family Communications, both from the direct personal perspective for an annual review and update, and with regular email updates are excellent. I can find out exactly where the Pension fund is at any time. The data is presented clearly and can be cut in a number of ways to enable me to assess performance. Transparency of all account related activity, along with regular market related updates. An approachable and friendly account manager makes interaction with Saltus a painless experience. They communicate and respond when I need answers Listens to customer requirements & advises accordingly. Gives customers confidence in its expertise to handle pension pots & ISAs. Gives excellent practical advice. Responds quickly to customer queries. Saltus has administered my SIPP for a number of years so when I sold my share of the business I had invested in I immediately placed the proceeds with Saltus. They now administer my overall General Investment Account. I feel I receive an excellent service from them. Every quarter the CEO sends out an email with a synopsis of the state of the market together with specific articles of interest. All in all I feel my investments are being monitored closely and my returns maximised. Good performance, proactive communication and effective management. Really cares about ensuring my money does the best work for me – and that I can also enjoy it! great account management and tech Nothing is a problem and very professional Keeps me updated with the direction and performance of the products I trust Saltus to be doing the right thing for the right reasons which relaxes me to enjoy my retirement Treats me personally and as an individual Investments Understand the client’s circumstances, makes appropriate recommendations, creates wealth. Great investment team, regular reviews with our advisor Offers very good clear advice. Very responsive to emails and questionsTell us what you think of this provider.
Professional approachable
Experts in their field
Data driven
Dependable
Informed
Attentive, professional
Integrity
Reliable
Superb knowledge and care
proactive
Excellent
Professional
Reliable
Performance
Personal
Excellent
Thorough
Knowledgable
Efficient
Professional
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)