Saltus Customer Reviews
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 Bespoke advice, giving us confidence to plan for how we can achieve our goals. Listens to customers. keeps you up to date with what’s happening in the investment world and provides excellent advice so that your financial plans deliver the outcomes that you expected. Gives very good advice and listens carefully to client’s needs. Efficient portfolio managment Pendions Listening to your needs and helping you adapt you plans. Good communications, both corporately (regular newsletters via e-mail) and individually by a dedicated financial advisor with annual one-to-one reviews. The ability to easily get in touch with my personal advisor between the annual reviews if necessary. Good overall increases in the values of my investments in line with my risk assessment. Good communications, great app, friendly people. I trust them to manage my wealth conservatively to ensure I have sufficient for care, should I need it. Friendly & approachable Communicates well with its investors It treats you like a human being and doesn’t blind you with technical jargon. The results speak for themselves Good personal advice and yearly face to face meetings. Returns beat high street interest rates. Keeps in touch with news Tells it as it is! No hype, just realistic solutions for your personal situation Explains why they recommend certain investment strategies. manages my investments in line with my wishes This provider has proved to be very proficient at not only, supplying my pension on a very timely basis, but also enabled my fund to increase! Reliable advice great service Provides excellent information & communicates in a straightforward easy to understand style Leave a review
Saltus Expert rating
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Saltus Customer reviews
Customer ratings come from reviews left on this site. Every review is read and approved before it is published.Read customer reviews
Personal
Effective
Communicates well.
Approachable and Professional.professional
Excellent
Helpful
Very informative
Sensible advice and realistic costs
Excellent
Helpful
Efficient
Professional
excellent
High returns
Safe
Considerate
Helpful
comprehensive
Prudent
Reliable
Customer Focussed