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 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. GP and Amy are always available with advice and have looked after us extremely well for a number of years. Gianpaulo and his team are friendly and understandable – no question too stupid. Very clear and simple. Guy takes the complexity out of finances. 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. After advising on the funding of care for elderly parents 6 years ago, Andrew Goodey has taken on the proactive management of my pension, ISA and GIA investments, initially as Beckford James and subsequently under the Saltus banner following merger. The advice has been sound, communication has been excellent as has the clarity of responses. Meetings at our home and at our convenience are something to which I look forward! Overall an excellent level of service from Saltus and from Andrew in particular. Very satisfied with the service provided by Andrew Goodey and his colleagues at Saltus. Andrew provides proactive and timely advice in relation to the management of our ISA and SIPP portfolios as well as flagging considerations around future retirement and IHT planning. Andrew is very personable, knowledgeable and responsive. Ivan has been our financial advisor on our ISA Managed grown investment and Pension Managed growth investements. He has always been fantastic. Andrew Goodey has been advising my family for many years, for different financial institutions but always with friendly, honest and productive results. Saltus have taken my investments to a new level and with the confidence I have in Andrew I look forward to a positive ongoing relationship. Personal service and clear explanations Investment accounts for both of us. Guy took over my portfolio with Saltus, and I find him knowledgeable, helpful and most importantly he communicates well, highly recommended , 👍 Guy has taken a lot of trouble to understand my needs and wishes and to explain options clearly. He responds promptly to queries and is a friendly and professional guide. We have been with GP Mantini for many years, and his attention to our portfolio has been constant over this period, and now backed up by the team at Saltus. No complaints at all, and his advice has always been appropriate and well-aligned to our changing needs. Thank you GP. Personal, thorough advice over many years. Would highly recommend. Gianpaolo has been my financial advisor for 16 years. I have always found him to be knowledgable, professional but also incredibly friendly and helpful to me and my 2 children. My wife and I have had our investments managed by Ivan Lintner for about a decade now. The investments he managed for us with Beckford Saltus (and previously Beckford James) have performed brilliantly. But more than that, Ivan has constantly been a sage voice in all financial matters for our family going well above and beyond. He is clearly an excellent financial planner but as important to me is that his advice is always in our best interests. The advice given and the care taken over my financial affairs is positive and reassuring. All the members of the team are well informed and efficient in dealing with my requests for information. The Saltus platform is easy to use and well designed GP is very thorough and explains situations very well. I feel confident in his capable hands!! Leave a review
Saltus Customer Reviews & Expert Rating
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Saltus Expert rating
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Saltus Customer reviews
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Personalised, jargon-free advice I can trust
Always available for advice
Friendly, approachable, and delivering results
Despite the usual warnings seems to be delivering so far.Guy makes finances simple and clear
Excellent personalised financial planning
Professional and thorough with a very personable approach
Delighted with Saltus
Saltus – Excellent, Proactive and Timely Service
Amazing service from Ivan and Beckford Saltus
Great investment service, and great results.
Saltus review
Review meeting. All things more or less the same so no big changes to make
Happy with the choices and risk levelKnowledgeable and communicative financial adviser
Attentive, clear, and responsive financial advice
Consistent and tailored financial advice over many years
Personalised and thorough advice, highly recommended
Sixteen years of expert, friendly, and reliable financial guidance
I have found the transfer of my funds to Saltus to be seamless and Gianpaolo and his staff, especially Melody, always respond to our requests in a very timely manner and could not do enough for us.
I would highly recommend Saltus to look after your money in the best way possible during these difficult timesExceptional financial planning with trusted advice
Reliable and knowledgeable
Detailed and clear financial advice