Saltus Customer Reviews
Brilliant advice from GP and the team over many years. Always puts the customer first, has helped us immensely in some major financial decisions and planning for the future. I would 100% recommend. I have been very satisfied with my experience of Saltus. They keep in touch on a regular basis and are always available in person to answer any queries. More importantly, my investment account has performed very well over the last twelve months. I have been dealing with Saltus for several years and have never had any issues to date. Good people to deal with Ivan at Saltus has been looking after my pension for years now. I have only good things to say about the service I receive. Always good communication, easy access to the performance of my investments and Ivan, especially, fills me with confidence that my money is in the right place. Thoroughly recommend. I have worked with Gianpaolo Mantini for many years for his advice as to my pensions. He has always given good advice and protected the value of my funds. Since he joined with Saltus he and his team ( Mel and Amy) have continued to act promptly to queries and moving monies. I also find the regular briefings from Saltus are informative. I am happy to continue to rely on his financial wisdom. Meeting Alex (Pugh) was like a cathartic experience for me. The questions Alex asked me made me really think differently about what I want to do. I’ve never had such an in depth explanation of my future finances (or how they could look). Overall the experience for me is 10/10 and worth every penny. My only regret is that I didn’t find Alex sooner! I have been a client of Jordan Batchelar for many years and I cannot say enough good things about the excellent service and advice I have received. Jordan’s professionalism, expertise and personalised approach to financial planning has helped me to achieve my financial goals and make informed decisions about my investments and financial planning. I am grateful for Jordan’s guidance and advice, and I look forward to continuing to work with him. I have been working with Gianpaolo (GP) Mantini for a number of years. GP and the team (Mel and Amy) have been consistently helpful. Our review meetings are always challenging and enjoyable as together we look to make the right long term decisions. For many years I have entrusted my financial affairs to Saltus (and previously Brunel) and in particular to Dan Hiles as my personal advisor. He explains the ups and downs of the financial world, not always a rosy picture but truthful. I really appreciate his home visits when I can ask questions face to face – the personal touch means so much – and I always feel that I matter! In addition, between visits, Dan is always available at the end of a phone – he is my friendly advisor and I know he will give clear sound advice. He takes an interest in me and my family and we matter! I have been using Saltus for a while now and find them all to be very professional, knowledgeable and friendly , always willing to explain things in a way that makes sense and I feel confident my pension fund is in good hands . Even when my saltus financial fund manager moved on , he was replaced with another who was equally as good They are always polite and have never been pushy . I look forward to many more years of investing my pension fund with themTell us what you think of this provider.
Outstanding advice and customer-focused service
Responsive service with strong investment performance
Reliable and professional
Excellent service and trustworthy financial advice
Reliable and knowledgeable financial guidance
An eye-opening experience
Exceptional service and expert financial guidance
Consistently helpful financial advice
I Matter
Consistently Professional and Supportive Service from Saltus for Pension Investment
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. 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)
