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 I highly recommend Gianpaulo as a financial advisor. He is incredibly helpful and takes the time to explain everything in clear, understandable terms. Thanks to his guidance, I’ve gained a much better understanding of how to manage my investments effectively. My personal adviser Alistair could not be more helpful. He’s also very personable and whilst we have a detailed review annually if I have a random or ad hoc query in between he’s very quick to respond. He has taken the headache of retirement away and explains everything very well. GP and his team are always most efficient and helpful in understanding a client’s circumstances and tailoring their portfolio accordingly. a source of reassurance in uncertain times. I have a SIPP with Saltus which has been managed , initially, by David Burton and then Ivan Lintner . I have always received good advice from both and excellent personal service throughout the years and know that my investment is in good hands . I have a SIPP with Saltus which was managed initially by David Burton and now by Ivan Lintner . Over the years I have always received good advice and excellent personal service by both and know that my investment is in safe hands . Just a nice personal service where nothing is too much trouble and you feel confident your money is being well looked after. Since taking early retirement Saltus has been key to managing and keeping me informed of the performance of my pension portfolio . Regular meetings and dialogue with Ivan has made the whole process simple and stress free. Any queries I have had are always answered promptly and I feel totally supported by Ivan as I have made changes in line with changing personal circumstances. It’s reassuring knowing that the crucial financial segment of retirement remains something I do have to worry about. I have a Managed Griwth Pension investment account with Saltus. Managed pension and ISA. Having Saltus arrange my pension plan has been so stress free and I have received a first class service. They have kept me informed regularly throughout this process and I would thoroughly recommend their service. I have been with Saltus for over 10 years and have found them approachable and informative They always act in my best interest and give me the pros and cons about investment decisions in a way that is easy to understand I’ve been using Salus to manage my pension, and I couldn’t be happier with the service. From day one, they made the entire process easy to understand and seamless. I love the App! I can get instant access to my pension details and easily monitor how my pension is doing. I have regular telephone contact with my advisor, who has provided invaluable financial support. I am confident that my pension is on track and that the advice offered ensures the comfortable retirement I aim for. Overall, I feel secure knowing that my future is in such capable hands. Highly recommend to anyone looking for a reliable and trustworthy pension provider!” I have a Managed SIPP and receive a quarterly valuation report and annual pension statement together with regular catch-ups with Ivan who clearly and concisely explains the current state of the market, where my account is positioned and any recommendations to consider. Excellent service and couldn’t recommend his help and assistance enough. Great market understanding leading to sound advice in pension planning – taking the front foot on investment planning. I have been dealing with Ivan Lintner who has been most helpful in advising me on retirement and insurance issues. The advise was always straightforward and easily understandable- it also helps that my investments are performing well above market average. I have held a ISA General Investment Account with Saltus ( formally Beckford James of Bath ) for a number of years and have been very pleased with the steady returns that the have been achieved. More recently, and in light of the recent Autumn Budget, my attention has been turned to the options available for planning and managing IHT and so I have sought advice from Saltus. Ivan Lintner from Saltus has been guiding me through the various options that my family and I might consider and I have been very pleased with his approach. He has been thorough and has provided clear and understandable scenarios for us to consider which is making the process much less stressful than it might have been. My ISA account also continues to prosper. All information from Saltus is very clear .We are able to access our accounts very easily ,and the information is easily understood . We receive regular updates on our investments .Our personal advisor Ivan is always available if we need to check anything ,and we can speak to him directly whenever the need arises .He understands our aims ,and offers different options to achieve them .His advice has been invaluable over the years . As my retirement approaches, I need to get clear, realistic advice about the future with quite a few unpredictable elements in play – various old pensions with different conditions attached, uncertainty as to exactly when I give up work and, whether to go for draw-down or an annuity, and, of course, what will happen to me in the future. Ivan at Saltus was a huge help in explaining and working through the variables to give me, I believe, the best picture I can have of how things might pan out and allow me to make provision to make for the different scenarios. I can recommend Saltus with real confidence. I have always been very satisfied with the service and attention to any questions I have, Ivan is always very pleasant and helpful. I cannot speak more highly of Saltus. The service from them and particularly my adviser Ivan is consistently fantastic. Pensions and investments can be a complicated minefield to the lay person but Ivan always is so patient and helpful and takes time to understand and explain. Saltus are always responsive to any queries and always get back very quickly. Many similar companies seem to feel so much more distant and impersonal but every interaction with Saltus is so personal that you almost feel like you’re the only one! They stand out amongst providers and companies generally and my adviser is especially brilliant 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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Highly recommend
Excellent advice
Efficient and Tailored Portfolio Management for Client Reassurance
Saltus
Saltus
Positive Feedback
Pension Planning with Ivan Lintner
Saltus – Top Performer
Very easy company to deal with, a good portal and very responsive to changing markets and transferring funds due maximum return.
A personal service and very responsive, knowledgeable and friendly staff at all levels.Easy to deal with, good performance and great App!
Exceptional and Stress-Free Pension Planning Service
Saltus support with investment
Ivan Lintler is always approachable and my investments have given a healthy returnSupport from Salus
Ivan Lintner
Exemplary service
Personal and straightforward advise
My Saltus experience
Always clear advice
All round , extremely happy with all aspects of our financial affairs with Saltus !Great pension advice and service from Saltus
excellent service
Fantastic personalised and always responsive