Saltus Customer Reviews
Simple clear advice on pensions when required, not pushy salespeople Investment has grown significantly in the past year My pension investments are safe with them and the staff are helpful and explain things well. Timely advice, upfront on fees and not pushy, allowing time to digest and make informed decisions My Saltus SIPP advisor is responsive, provides prompt, succinct and tailored advice. I consider Saltus, and particularly Lauren Plumley, to be providing an excellent service. Appraises customers of regular qrtly performance and market updates. Ease of use of website. Manage my investment well with medium risk Explaining very complex financial dealings in a straightforward, clear way. They invest wisely, react promptly to market conditions and they listen. Excellent advice & all round knowledge. Treat clients as individuals & easy to talk to. Communicates accurate up-to-date information. Communication updates about financial markets and management of my family’s finances, absolutely sensational. Our advisor has known us for 15+ years and completely understands our financial needs and objectives, he has set up pensions ISA and junior SIPP for our daughter.We are beyond grateful for the years of support and advice we have received. Superb !! I have always received good advice. Saltus take time to understand, my life, my interests, my goals and aspirations. They know what is important to me and tailor their advice accordingly. Never at any time am I pressured to do anything that is not aligned with either my goals or attitude to risk. That said I am provided with a broad review of market status, risks etc. My financial adviser is excellent, responds fully and promptly to any queries or concerns that I may have. Other team members are equally supportive and responsive. The web portal is easy to use, stable and always available. Makes me understand my pension clearly via dashboard, consultation and regular updates. Great friendly advice and easy to provide updates to them to recalculate. Great communication at all levels. Regular reviews, and recommendations based on my needs and circumstances. I trust the team at Saltus to take care of my investments and am grateful for their sound advice regarding IHT planning My allocated advisor really takes the time to understand our needs, and tailors his advice to give us the best all-round solutions. My wife and myself have been with Saltus for many years, and they have dealt with both our pensions and ISA’s. The overall pension and ISA growth has been very impressive if you take it over a the entire investment period. Obviously, you need to accept that in times when the market as a whole takes a significant dip, ie. Covid, Ukraine war etc., Saltus is not immune from these events. However, the losses during these events were no worse than that suffered by the equivalent companies, and in most cases not as severe, and the recovery since has been very well managed. I would highly recommend this company as the first choice to manage your funds if you want a reliable, trustworthy and productive fund manager. Good SIPP portfolio Sipp pension planning. Communicate Having a personal relationship with the team at Saltus and being able to trust their professional advice and judgment.Tell us what you think of this provider.
Outstanding
Reliable
Beyond excellent
Customer support
customer focussed
Professional
Efficient,transparent
Outstanding
Professional & approachable
Exceed
Trustworthy
Helpful
Trustworthy
Excellent
Successful, trustworthy
Trustworthy, helpful
Active
Trustworthy
Professional
Customer service
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)