Saltus Customer Reviews
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. Recent investor with Saltus with GIA,ISA and pension savings. 6 monthly performance has been excellent and my planner Andrew Goody has been most supportive and helpful. So pleased that I chose Saltus. 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. Happy with the choices and risk level 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.Tell us what you think of this provider.
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
Knowledgeable and communicative financial adviser
Attentive, clear, and responsive financial advice
Consistent and tailored financial advice over many years
Saltus Expert Review
Saltus Expert Review: Best Wealth Manager 2025
Name: Saltus
Description: Saltus won "Best Wealth Manager" in the 2025 Good Money Guide Awards for it's tailored financial planning and investment services. With over £7.5 billion under advice, it combines institutional-style investment strategies with bespoke advice. Saltus has consistently outperformed its peers, as measured by the ARC Private Client Indices, while maintaining strong client satisfaction and retention.
Summary
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 £7.5 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 Growth strategy delivered an annualised 7.7% return over five years to the end of 2024, compared to 5.3% for the ARC benchmark.
Fees are competitive and decline as portfolios grow, with no exit charges and transparent upfront costs, especially for larger portfolios. An average ongoing cost for a £1.5m client portfolio is around 1.28% (including financial planning), and investment-only clients benefit from reduced charges.
The fees can vary depending on the solution recommended but the below assumes the use of Saltus Asset Management’s core investment strategies. Additional, third-party fund charges (non-Saltus) are not included in the figures and will depend on the investment strategy selected.
Financial Planning & Investment Management:
1.50%: The first £500,000
1.45%: The next £500,000
0.90%: The next £1,000,000
0.60% Thereafter
Investment Management Only:
1.25%: The first £500,000
1.00%: The next £500,000
0.75%: The next £1,000,000
0.50%: Thereafter
Client satisfaction is high, reflected in a Net Promoter Score (NPS) of 59.57—well above the financial services average—and a 97% client retention rate.
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)
