Saltus Customer Reviews
Treats you as an individual. Provides timely and informative details with regard to my SIPP. Excellent relationship with my advisor Mark Turnbull Saltus deal in multiple areas of investment for me and I have completed faith in their abilities. Clear concise advice on all aspects of wealth management to achieve sustainability My investments and my SIP, are looked after Great communication and advice. We are nervous investors and have had excellent customer service from our adviser. Our pensions are doing very well. Regular updates, and personalised advice. Keeps you informed regularly about your personal investments, general trends and financial news/topics, especially helpful after a budget. Provides 1-1 in person reviews. Forward planning – My personal adviser helped me work out the best way to manage my pensions and investments in preparation for, and now in, retirement. Money management via intellect advice for pensions and wealth management insightful and trustworthy During the years Saltus have managed my finances I have always felt complete confidence that I am in safe hands. This covers SIPP, ISA and GIA’s all of which have performed well. Information provided is clear and concise and advisors are easily contactable to assist with any questions. Has clients in mind My ISSAs, I trust Saltus with my investment, and have always had all the help from them that I needed, Keep us informed of our investments and our personal manager spends the time to explain everything fully Keeps me informed, good performance, portal a great tool for keeping up to date, friendly! Great spread of investments Personalised effective advice, with a high performance spin A very good professional SIPP provider. Agile at reallocation of investments in difficult conditions. Keeps you well informed. Great investment returns, good engagement and always very informative and helpful. The clear, concise, professional and friendly advice that one receives from Saltus is I believe second to none. Their advisors take time to explain investments and financial planning in a way that can be understood by us mere mortals. They build trust and always have time for questions, no matter how trivial. Communicates honestly and reliably, acting in my interests and not for its own short-term advantage.Tell us what you think of this provider.
Professional
Confidence
Professional
Communication
Supportive
Clear communication
Reliable
Professionalism
excellent
Reliability
Great to deal with
Helpful
Personal
Transparent
Good Communicators
Amazing
Good investment decisions
Quality
Consultative
Trustworthy
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. 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.
Summary
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.
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)