Saltus Reviews: Best Wealth Manager 2025

Home > Reviews > Saltus Reviews: Best Wealth Manager 2025

Saltus Customer Reviews

5.0
95 Good Money Guide users have given this provider a review rating of 5.0 out of 5 based on their genuine experience.
Excellent99%
Very good1%
Average0%
Poor0%
Terrible0%
Tell us what you think of this provider.

Positive Feedback

23rd February 2025

Just a nice personal service where nothing is too much trouble and you feel confident your money is being well looked after.

Steve Roberts
Verified

Pension Planning with Ivan Lintner

23rd February 2025

Since taking early retirement Saltus has been key to managing and keeping me informed of the performance of my pension portfolio . Regular meetings and dialogue with Ivan has made the whole process simple and stress free. Any queries I have had are always answered promptly and I feel totally supported by Ivan as I have made changes in line with changing personal circumstances. It’s reassuring knowing that the crucial financial segment of retirement remains something I do have to worry about.

Morley Hooper
Verified

Saltus – Top Performer

22nd February 2025

I have a Managed Griwth Pension investment account with Saltus.

Very easy company to deal with, a good portal and very responsive to changing markets and transferring funds due maximum return.

A personal service and very responsive, knowledgeable and friendly staff at all levels.

Andy Sales

Easy to deal with, good performance and great App!

21st February 2025

Managed pension and ISA.

Mark Rawcliffe
Verified

Exceptional and Stress-Free Pension Planning Service

21st February 2025

Having Saltus arrange my pension plan has been so stress free and I have received a first class service. They have kept me informed regularly throughout this process and I would thoroughly recommend their service.

Alison Cook

Saltus support with investment

21st February 2025

I have been with Saltus for over 10 years and have found them approachable and informative They always act in my best interest and give me the pros and cons about investment decisions in a way that is easy to understand

Ivan Lintler is always approachable and my investments have given a healthy return

Andrea Yeo

Support from Salus

21st February 2025

I’ve been using Salus to manage my pension, and I couldn’t be happier with the service. From day one, they made the entire process easy to understand and seamless. I love the App! I can get instant access to my pension details and easily monitor how my pension is doing. I have regular telephone contact with my advisor, who has provided invaluable financial support. I am confident that my pension is on track and that the advice offered ensures the comfortable retirement I aim for. Overall, I feel secure knowing that my future is in such capable hands. Highly recommend to anyone looking for a reliable and trustworthy pension provider!”

Lizzie Stephen
Verified

Ivan Lintner

21st February 2025

I have a Managed SIPP and receive a quarterly valuation report and annual pension statement together with regular catch-ups with Ivan who clearly and concisely explains the current state of the market, where my account is positioned and any recommendations to consider. Excellent service and couldn’t recommend his help and assistance enough.

Simon Mauduit

Exemplary service

20th February 2025

Great market understanding leading to sound advice in pension planning – taking the front foot on investment planning.

Colin Edgar

Personal and straightforward advise

20th February 2025

I have been dealing with Ivan Lintner who has been most helpful in advising me on retirement and insurance issues. The advise was always straightforward and easily understandable- it also helps that my investments are performing well above market average.

Sabrina

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 Β£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 Β£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 categoriesβ€”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 Β£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 Β£500,000
1.45%: The next Β£500,000
0.90%: The next Β£1,000,000
0.60% Thereafter

Investment Management Only:
1.25%: The first Β£500,000
1.00%: The next Β£500,000
0.75%: The next Β£1,000,000
0.50%: Thereafter

Client satisfaction is high, reflected in a Net Promoter Score (NPS) of 59.57β€”well above the financial services averageβ€”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

  • Β£250k minimum investment
  • Initial advice charge
  • Limited DIY option
  • Wealth Manager Rating
    (5)
Overall
5
Scroll to Top