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 Accessible advice (face to face) advice from our personal advisor Communication. Great customer relationships, honest, jargon-free advice all with strong returns. Just feel like you have a personal relationship with them and they actually care for you as a customer. Complete confidence in Saltus ability to manage my financial affairs. The Best ! Saltus provides clear advice in a friendly and timely manner Communication brilliant and friendly advisor , cannot fault the service and investment results Provides excellent professional innovative advice for a large portfolio My particular advisor has been so helpful since I lost my husband, keeps me up to date with my investments and always available to answer my questions, the growth is more than I expected and I feel confident to just leave the decisions up to him without worry Provides a service tailored to the individual, with realistic expectations. I feel that I am being kept informed about my investments and Saltus react promptly to market fluctuations. Listening to Customer requirements Communication Gives good trusted advice. Caring for their customers Over the past 30 plus years we have used several different companies to manage our investments. We began to work with a small firm whom we came to know and to trust; but then they were taken over, and then in turn were taken over once more. People retired, others seemed to be temporary appointments; we were lost in an ever-growing labyrinth, and we certainly lost that sense of personal knowledge and care which we had once experienced. On our move to the West Country we were advised to change to Saltus. We have not regretted that for a moment, since here we find a firm who has taken time to get to know us, our concerns and our hopes for the future – in short it offers shrewd financial advice without losing sight of a personal touch. Saltus provides regular information both specific to the investor and the wider financial climate. Not listen. I am able to contact them and they always give me the help I need Honest personal care of my financial future 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 service
Professional.
Simple and honest
Engaged
Professional. Trustworthy.
Confidence
Customer excellence
Trustworthy
Extremely understanding
Reliable, pro-active
Customer Satisfaction
Consistent performance
Customer Service
Reliability
Performance
Wealth Manager
Useful on-line information & videos
Treat every client equally irrespetive of financial statusExcellence
Reliable
Competent Informative
a personal touch
Thorough
Rubbish
Very personal and helpful
Reliable