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 Provides excellent information & communicates in a straightforward easy to understand style The focus from the Saltus team is on individual requirements, offering an annual appraisal and review and prompt attention for questions and queries during the year. There is regular communication and updates and an excellent app for checking the investment and performance, and a personal financial adviser ensures continuity and strategic planning advice in the short and long term. I have recently needed advice regarding retirement, and all the plans have fallen into place. Looks after my pension professionally Regular update information. Is honest and reliable Provides the best for our investments Excellent communication, and ability to react quickly to an ever changing market conditions. Plenty of advise is always available with proactive asset managers. I have been with Saltus for over 20 years and they have always been professional and very helpful Accommodating clients wishes is a major. Confidence in the brand is high. My 25 Years of being a client has without a doubt been extremely good. When decisions are to be made It is like talking with friends. I have had my SIPP with Saltus for three years. Despite being in a cautious investment bracket my SIPP is performing well . The team and my advisor are very friendly and understand my needs. The advice I have received from my advisor is always trustworthy. I would recommend. My investment is in safe hands Ease of access F2F chats regarding wealth health Communication is absolutely first rate. Good service for pensions and ISA investments. No hassle management of my SIPP portfolio , always there if something crops up and you need to discuss with them, personable and accommodating account managers Keeps us well informed. consumer satisfaction More than satisfactory investment and return on my Drawdown pension Leave a review
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Saltus Customer reviews
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