Saltus Customer Reviews
Based on 500 customer reviews and our expert analysis Expert review by Richard Berry · Last updated 3rd June 2026 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 Good communication. Good investment advice. Positive results. They currently handle our ISAs and pensions. Explains all options available, creates plans that are best for your current and future situations all put over in a friendly informal manner when meeting with an advisor, but followed up professionally with clear written proposals. Unknown. They maintain my SIPP. And investment accounts. They provide regular updates and are quick to answer any enquiries I have. There is a regular review and advice given has always been helpful in protecting the value of my investments. The return on my SIPP investment has exceeded my expectations. The professionalism, continued support and contact from everyone at Saltus is exceptional We have SIPP and ISA accounts arranged by Andrew and team over the last 18 months. Great service and really helpful advice, very friendly and always available when needed. Would definitely recommend gp for financial advice. I have always been more than satisfied with the service from Saltus, in particular Gianpaolo, Mel and Amy. They are friendly, totally competent and I know that whenever I contact GP he will reply within 24 hours. He totally understands me, my family history and my needs and he delivers his advice in a way I find easy to understand. I cannot fault this service. I’ve been with Saltus or acquired IFA for many years. During COVID times, the comparative performance was very good even though there was valuation drop everywhere. Recent performance improvements in the last 18 months have been very positive. Service always good and personal service provides extra security. Ivan Lintner has been giving me great advice on my private pension for many years, always happy to help me with any questions I might have regarding my pension portfolio. I would definitely recommend to any of my friends or family. The financial advice Andrew Goodey has provided in relation to the management of my pension pot has been excellent. Whether it was ongoing advice about potential changes to my investment portfolio, or taking on board and providing guidance on the level of investment risk I was prepared to tolerate, Andrew has been a very able and trustworthy financial consultant. More recently, he has provided financial advice to my wife who works as a management consultant; this included recommending savings on corporation tax through establishing a private pension pot. Andrew is an active listener that enables him to understand our objectives and tailor his advice to our short and medium needs. Great end to end service – Dan Hiles has really taken the time to listen to our drivers, ambitions and goals and then tailor his advice accordingly – there has been no hard sell and he has quickly become a trusted adviser – not pushy but appropriately informative and challenging – but then respecting your ultimate decisions. I feel very relaxed about leaving my finances in the capable and experienced hands of Andrew Goodey of Saltus. Andrew has looked after my holdings for a long while and it is a comfort, as a pensioner mostly relying on investments for income, to have that sort of trust x peace of mind. Good clear advice, personal service and a good accessible web- based tool to view your investments I’ve always found the service from Saltus to be top notch. Any queries are dealt with professionally and speedily. I first invested money in a Salter Beckford (formerly Beckford James) SIPP in 2014 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. 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. High quality service, excellent client support, responsive and proactive. Always available with good advice when needed. 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 Leave a review
Saltus Customer Reviews & Expert Rating
The overall score out of 10 combines our expert rating out of 5 with the average customer rating out of 5.
Saltus Expert rating
Our expert rating is the average of the areas listed here, each scored out of 5 by our team.Pros
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Summary
Saltus Customer reviews
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Efficient and pro-active
Helpful
None.
Professional
Superb
AG and team are always quick to respond with very clear information and guidance
He has taken time to understand our requirements, explain everything clearly and pitch well to our level of understanding.
We know we can expect a reply to all our queries very promptly and we are both very pleased with the service provided.Helpful advice from Saltus
Excellent service from GP and the team
Good comparative performance in both strong and poor market times
Great advice when needed, very trustworthy keeping my pension on track
A professional service tailored to our specific needs and circumstances
Great personal touch
Genuine Concern for clients and that they are given the very best advice
I can put any related issues before the Company and they are explained promptly in ‘everyday terms’
I look forward to regular home visits where document updates are perused x clearly explained. Gives reassurance each time.Good clear advice
Great Service
OUTSTANDING SERVICE
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 soGood communications, solid performance. Meets all my needs.
Professional, knowledgeable, and always willing to go the extra mile
Exceptional service with responsive and proactive support
Expert retirement planning with ongoing peace of mind