Saltus Reviews
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95 Good Money Guide users have given this provider a review rating of 5.0 out of 5 based on their genuine experience.
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Saltus Reviews: Best Wealth Manager 2025

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Saltus Customer Reviews

Tell us what you think of this provider.

Toby at Saltus Truly Listens and Understands My Financial Goals

25th February 2025

I’ve spent a couple of years trying to find the ‘right’ financial adviser to help me as I enter my 50s. Each of them bar one hasn’t listened and instead, they have focused on what they think I should be aiming for.

The exception is Saltus and Toby. He actually listened to what I want from my retirement and my financial goals. Shortly afterwards, when he made his recommendations, he showed he had listened to me and recapped what I had actually said. I’m really grateful to both Saltus and Toby, thank you.

Mark Wilkins

Exceptional Guidance and Clarity from Financial Adviser Megan Jenkins

25th February 2025

Much appreciate the very clear way my FA (Megan Jenkins) at Saltus presents information to me and guides through the various options answering clearly any points I raise.

Brian Longland
Verified

Voice of calm and reason

24th February 2025

It’s the people that make it…

For decades my family has entrusted their financial interests to professional financial advisors. It started with Peter Hill, a founding member of Brunel Capital Investments, who managed the interests of my parents Bob and Barbara. When Peter retired, Dan Hiles took over their accounts and mine as the company entered partnership with Saltus.

As a family we value the continuity of staff, who actually visit us at our home address and take real interest in our financial situation, building strong personal ties along the way. It’s the personal touch and calm sound financial advice in an increasingly chaotic age that separates Dan Hiles at Saltus others. This is not so easy to find these days and is much appreciated. Thanks Dan!

Rupert Dean
Verified

Excellent all round service

24th February 2025

ISA and Investment Account.

Fairly new to this company and am very pleased with the service to date. Respond promptly to any requests and advise on the optimal way to manage both accounts. No complaints!

Kate Law

Great advice delivered in an understandable wya

24th February 2025

I hold a private pension fund with Saltus. The platform is easy to use. My adviser is fantastic – proactive but also accessible should anything change or I simply want a review. I’m no expert in this field but Ivan’s advice is patient and designed for the lay user. Always personalised and mindful of personal circumstances.

Sarah Louise Campbell

Highly recommend

24th February 2025

I highly recommend Gianpaulo as a financial advisor. He is incredibly helpful and takes the time to explain everything in clear, understandable terms. Thanks to his guidance, I’ve gained a much better understanding of how to manage my investments effectively.

Elise Bleach
Verified

Excellent advice

24th February 2025

My personal adviser Alistair could not be more helpful. He’s also very personable and whilst we have a detailed review annually if I have a random or ad hoc query in between he’s very quick to respond. He has taken the headache of retirement away and explains everything very well.

Anne-Marie Brennan

Efficient and Tailored Portfolio Management for Client Reassurance

24th February 2025

GP and his team are always most efficient and helpful in understanding a client’s circumstances and tailoring their portfolio accordingly. a source of reassurance in uncertain times.

Alistair Hart

Saltus

24th February 2025

I have a SIPP with Saltus which has been managed , initially, by David Burton and then Ivan Lintner . I have always received good advice from both and excellent personal service throughout the years and know that my investment is in good hands .

Pete Haines
Verified

Saltus

24th February 2025

I have a SIPP with Saltus which was managed initially by David Burton and now by Ivan Lintner . Over the years I have always received good advice and excellent personal service by both and know that my investment is in safe hands .

Peter Haines

Saltus Expert Review

Saltus Expert Review: Best Wealth Manager 2025
Saltus

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

Best Wealth Manager 2025Saltus 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
  • Wealth Manager Rating
    (5)
Overall
5
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