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 Jordan has advised me for several years now and has always struck the perfect balance of being both professional and personable. You know you’re getting tailored, honest expert guidance and can be confident your financial security is in the hands of people that are equipped to deliver long term financial success. Jordan Batchelar from Saltus has been my finance advisor for some years now and I couldn’t be happier with the service I have received. A good advisor is someone who really understands the industry, listens to the requirements of the clients and then actively manages their investments. From the first meeting, my mind was put at ease. He stepped through my requirements and views on risk and then put together an appropriate investment strategy. He has then actively managed the investments to ensure that they still meet my requirements. He is really approachable, extremely well organised, responds quickly to any questions I have and genuinely cares about his clients. Ivan Lintner provided an introduction, in person, to the services that Saltus could provide. With a lot of bad press about pensions and scams around, it was necessary for me to have the personal confidence to make the changes necessary to my pension plans. Ivan guided me through this, and with the follow-up support with annual reviews and the online portal, I am pleased I chose the path I did. Excellent service. Craig Harrison in particular is a superb financial adviser. Together with Saltus, Craig has been able to provide a range of financial solutions that are tailored to me and my family’s needs – and very importantly, explain them in a way we would all understand. Well done Saltus and Craig. We have always found Ms Alex Pugh to be on top of her game, with detailed knowledge of her subject and able to give a clear and concise explanations in a friendly and engaging manner Brilliant advice from GP and the team over many years. Always puts the customer first, has helped us immensely in some major financial decisions and planning for the future. I would 100% recommend. I have been very satisfied with my experience of Saltus. They keep in touch on a regular basis and are always available in person to answer any queries. More importantly, my investment account has performed very well over the last twelve months. I have been dealing with Saltus for several years and have never had any issues to date. Good people to deal with Ivan at Saltus has been looking after my pension for years now. I have only good things to say about the service I receive. Always good communication, easy access to the performance of my investments and Ivan, especially, fills me with confidence that my money is in the right place. Thoroughly recommend. I have worked with Gianpaolo Mantini for many years for his advice as to my pensions. He has always given good advice and protected the value of my funds. Since he joined with Saltus he and his team ( Mel and Amy) have continued to act promptly to queries and moving monies. I also find the regular briefings from Saltus are informative. I am happy to continue to rely on his financial wisdom. Meeting Alex (Pugh) was like a cathartic experience for me. I have been a client of Jordan Batchelar for many years and I cannot say enough good things about the excellent service and advice I have received. Jordan’s professionalism, expertise and personalised approach to financial planning has helped me to achieve my financial goals and make informed decisions about my investments and financial planning. I am grateful for Jordan’s guidance and advice, and I look forward to continuing to work with him. I have been working with Gianpaolo (GP) Mantini for a number of years. GP and the team (Mel and Amy) have been consistently helpful. Our review meetings are always challenging and enjoyable as together we look to make the right long term decisions. For many years I have entrusted my financial affairs to Saltus (and previously Brunel) and in particular to Dan Hiles as my personal advisor. He explains the ups and downs of the financial world, not always a rosy picture but truthful. I really appreciate his home visits when I can ask questions face to face – the personal touch means so much – and I always feel that I matter! In addition, between visits, Dan is always available at the end of a phone – he is my friendly advisor and I know he will give clear sound advice. He takes an interest in me and my family and we matter! I have been using Saltus for a while now and find them all to be very professional, knowledgeable and friendly , always willing to explain things in a way that makes sense and I feel confident my pension fund is in good hands . Even when my saltus financial fund manager moved on , he was replaced with another who was equally as good I’ve spent a couple of years trying to find the ‘right’ financial adviser to help me as I enter my 50s. Each of them bar one hasn’t listened and instead, they have focused on what they think I should be aiming for. Much appreciate the very clear way my FA (Megan Jenkins) at Saltus presents information to me and guides through the various options answering clearly any points I raise. It’s the people that make it… ISA and Investment Account. I hold a private pension fund with Saltus. The platform is easy to use. My adviser is fantastic – proactive but also accessible should anything change or I simply want a review. I’m no expert in this field but Ivan’s advice is patient and designed for the lay user. Always personalised and mindful of personal circumstances. 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
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Saltus Customer reviews
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Professional, personable, and trustworthy financial guidance
Expert, personalised, and proactive financial advice
Trusted guidance and support for pension planning
Tailored financial solutions with excellent service
Knowledgeable, clear, and engaging financial advice
Outstanding advice and customer-focused service
Responsive service with strong investment performance
Reliable and professional
Excellent service and trustworthy financial advice
Reliable and knowledgeable financial guidance
An eye-opening experience
The questions Alex asked me made me really think differently about what I want to do.
I’ve never had such an in depth explanation of my future finances (or how they could look).
Overall the experience for me is 10/10 and worth every penny. My only regret is that I didn’t find Alex sooner!Exceptional service and expert financial guidance
Consistently helpful financial advice
I Matter
Consistently Professional and Supportive Service from Saltus for Pension Investment
They are always polite and have never been pushy . I look forward to many more years of investing my pension fund with themToby at Saltus Truly Listens and Understands My Financial Goals
The exception is Saltus and Toby. He actually listened to what I want from my retirement and my financial goals. Shortly afterwards, when he made his recommendations, he showed he had listened to me and recapped what I had actually said. I’m really grateful to both Saltus and Toby, thank you.Exceptional Guidance and Clarity from Financial Adviser Megan Jenkins
Voice of calm and reason
For decades my family has entrusted their financial interests to professional financial advisors. It started with Peter Hill, a founding member of Brunel Capital Investments, who managed the interests of my parents Bob and Barbara. When Peter retired, Dan Hiles took over their accounts and mine as the company entered partnership with Saltus.
As a family we value the continuity of staff, who actually visit us at our home address and take real interest in our financial situation, building strong personal ties along the way. It’s the personal touch and calm sound financial advice in an increasingly chaotic age that separates Dan Hiles at Saltus others. This is not so easy to find these days and is much appreciated. Thanks Dan!Excellent all round service
Fairly new to this company and am very pleased with the service to date. Respond promptly to any requests and advise on the optimal way to manage both accounts. No complaints!Great advice delivered in an understandable wya