Saltus Customer Reviews
Saltus have engaged with me every step of the way regarding my retirement planning. They have kept me fully informed via telephone, Teams calls, monthly emails and through their except mobile App about my SIPP performance and as I get closer to retirement they have produced projections of how my SIPP funds can support the lifestyle that I want. Have had the same Manager look after our Pension and ISA from the beginning and it feels like they take a personal interest in our affairs. Excellent, effective and responsive communication and very productive investment strategies. The Advisor who deals with our Investments (Andrew Goodey)is very Approchable , Listens to our needs and gives us good feedback. He represents the values that we look for and the Exellent service Saltus provides Provides solid advice in investments and detailed frequent reporting Great, trusted and immediate access to our personal and local advisor. For our pension and ISA investments. Careful, personal advice. I am entirely confident in them. Great communications with clarity and the ready availability of our particular adviser. Very professional, efficient and personable service. My wife and I transferred our investments and pensions to their management in 2025 after over 40 years with our previous adviser. Could have been a difficult move but we now feel strongly that it was the right one. We now feel settled, safe and comfortable for many years to come. Spots opportunities, really understands your circumstances, advices beyond the investments Listens and monitors Andrew G is a huge asset, will find a way to achieve the goal. Very comprehensive review of investments and pensions tailored to our specific requirements. Trustworthy Good investments, good advice, good communication. Easy to get in contact with them even at the busiest times which allows for seamless advice and therefore trust that my funds are with the right people. Communciation. response when e have a query or a request. Ease of doing any admin associated with investments. Reviewing and sharing reasons Regular meetings to disucss any changes in our cirmcumstances or our investments. Saltus keeps in touch with clients personally and by mail to provide a first rate service irrespective of the amount of money / investment they are looking after. Saltus provides a truly top rate, friendly yet well informed service. Communication – Investment Success Customer Service is very good and I am very happy with the returns on investment Communication and knowledge is really important to us, they certainly meet our expectations in all areas. Regular reviews and updates and live link to account details Responsive to questions and resulting actionsTell us what you think of this provider.
Understanding
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Effective performance
Successful & Professional
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Dynamically active
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realistic, reliable
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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)