Saltus Customer Reviews
manages my sipp Keeping in touch, providing good feedback on market considerations, and preparing clear reports on a regular basis. The service is personal and friendly. Very good I’ve only been a customer for a few months so early days to say much more that the reasons for going with them Local and Friendly Jacked their fees up hiding behind regulations of merged customers all paying the same. Fees at and above managed levels for unmanaged. Leaving has been a painful, tedious disaster with a need to raise a complaint (upheld). Started in August and here we are at the end of January and it still isn’t completed. In addition to its investment performance, it provides clear, online and useful individual performance reports on a regular basis. In between those reports, summary information is always available online. Saltus puts client needs at the heart of what it provides. The client service is exceptional, with the app being particularly user friendly and clear. I have been really pleased with the wealth management service I have received. Saltus Consistently good returns over time. Out perform other providers, both on ISA and SIPP. Also good responsive and trustworthy advisors. The company keeps in regular contact re financial issues both generally and specific to my investment and their app is really easy to use and informative. Communicates well. Saltus provides a very strong market presence, offering a wide range of market platforms. They provide a personal relationship with the client with expert knowledge and guidance in order to optimise our investments. I have always found in my experience of dealings with my adviser Jack Munday in particular, and them as a company that they have and are always willing to go the extra mile to give me the benefits of their advice, knowledge and understanding of the financial markets . Very professional indeed Friendly, informative and easy to understand advice Regularly checks with the client that the investments still fit the clients needs.I use them for ISA capital growth, to be used to support me in the home in later life. Makes sure the investments continue to be suitable for my needs. Grow capital within ISA so that I have funds available to support me in later life. Saltus took over from forrester Hyde and the performance has been good Communication through detailed Quarterly Reports, great functionality in their app with full transparency on where money is invested and performance. Personal touch with dedicated account manager in regular communication. Really supportive, full of good advice and really informative of products that suits my needs They take time to consider our needs and provide expert advice.Tell us what you think of this provider.
security
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Local Friendly
Was a customer for 10 years, but became too expensive and leaving was (still is) extremely painful.
Performance
Client-focused
Informative
Competent
Reassuring
Reliable.
Forward thinking
Excellent communicaters
Exceptional
Regular Liaison
Excellent communication
Reliable
Transparency
Informative
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)