Saltus Customer Reviews
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. 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 times 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!! 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 mannerTell us what you think of this provider.
Personalised and thorough advice, highly recommended
Sixteen years of expert, friendly, and reliable financial guidance
Exceptional financial planning with trusted advice
Reliable and knowledgeable
Detailed and clear financial advice
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
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)
