Saltus Customer Reviews
Tell us what you think of this provider.
OUTSTANDING SERVICE
I first invested money in a Salter Beckford (formerly Beckford James) SIPP in 2014
Ivan Lintner has supported and advised me throughout this time and has always provided honest and excellent advice which has seen my investment more than double in value. I would recommend Ivan to anyone and in fact have done so
Good communications, solid performance. Meets all my needs.
I have a SIPP managed by Saltus and I’m happy with the performance. Communications and updates are nicely balanced, not too frequent or too little. Andrew Goodey is my main contact and provides a friendly, trustworthy point of contact and source of advice.
Professional, knowledgeable, and always willing to go the extra mile
I have dealt with Jordan for over 10 years and he has always been highly professional, efficient and knowledgeable when dealing with my family’s affairs. Additionally, when dealing with issues outside of his remit, he has been most helpful in sourcing and facilitating referral to appropriately skilled individuals. Strongly recommend.
Exceptional service with responsive and proactive support
High quality service, excellent client support, responsive and proactive. Always available with good advice when needed.
Expert retirement planning with ongoing peace of mind
Alistair has been my financial adviser for 10 years and during that time he has been tremendous in helping me plan for retirement. When I retired 3 years ago his advice on investment and tax planning ensured it very smoothly. Our regularly reviews ensure I have no worries in retirement
Personalised, jargon-free advice I can trust
We have worked with Alistair Williamson for many years and he really “gets” us and what we want to do with our money, not just to grow our pot but also to suit our lifestyle aspirations. The modelling for retirement has been invaluable. He is extremely easy to work with and avoids complex financial jargon which is helpful in understanding our options. We really trust his judgement.
Always available for advice
GP and Amy are always available with advice and have looked after us extremely well for a number of years.
Friendly, approachable, and delivering results
Gianpaulo and his team are friendly and understandable – no question too stupid.
Despite the usual warnings seems to be delivering so far.
Guy makes finances simple and clear
Very clear and simple. Guy takes the complexity out of finances.
Excellent personalised financial planning
For several years, our Saltus financial advisor has provided us with excellent advice and guidance in managing our investments. Through thorough annual reviews and regular updates, our advisor always focuses on the most appropriate investments for our personal situation and needs at a particular time. He is always well informed and knowledgable about the implications of any current financial events on our investments. Our personal views on elements of risk or ethical investments are always considered. His advice is always clearly presented and any questions are answered comprehensibly. Any other communications or queries from us at are always responded to promptly and dealt with helpfully. It is so reassuring to know that our investments are in such good hands.
Saltus Expert Review
Saltus Expert Review: Best Wealth Manager 2025
Name: Saltus
Description: Saltus won "Best Wealth Manager" in the 2025 Good Money Guide Awards for it's tailored financial planning and investment services. With over £7.5 billion under advice, it combines institutional-style investment strategies with bespoke advice. Saltus has consistently outperformed its peers, as measured by the ARC Private Client Indices, while maintaining strong client satisfaction and retention.
Summary
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 £7.5 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 Growth strategy delivered an annualised 7.7% return over five years to the end of 2024, compared to 5.3% for the ARC benchmark.
Fees are competitive and decline as portfolios grow, with no exit charges and transparent upfront costs, especially for larger portfolios. An average ongoing cost for a £1.5m client portfolio is around 1.28% (including financial planning), and investment-only clients benefit from reduced charges.
The fees can vary depending on the solution recommended but the below assumes the use of Saltus Asset Management’s core investment strategies. Additional, third-party fund charges (non-Saltus) are not included in the figures and will depend on the investment strategy selected.
Financial Planning & Investment Management:
1.50%: The first £500,000
1.45%: The next £500,000
0.90%: The next £1,000,000
0.60% Thereafter
Investment Management Only:
1.25%: The first £500,000
1.00%: The next £500,000
0.75%: The next £1,000,000
0.50%: Thereafter
Client satisfaction is high, reflected in a Net Promoter Score (NPS) of 59.57—well above the financial services average—and a 97% client retention rate.
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
- Wealth Manager Rating (5)
