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 With the firms expertise and awareness of world markets the firm are able to achieve excellent returns on investments, specifically in my case the provision of my pension. Their connectivity to their client is excellent with meaningful monthly reports on “pensions” but more widely on what’s the markets are doing and how they are performing. Saltus’s communication with clients is key. It is regular, practical and professional providing guidance and advice on retirement and pension planning. Diversification with finger on the world economic pulse. Great SIPP management Thinks Superb expertise and absolutely nothing is to much trouble – super people to deal with as they act with great integrity and professionalism We use them mainly as financial advisers, and appreciate the way they lead us through the minefield of 21st century finance. AS someone who dose not understand Pensions and Stock Markets , I have put all my faith and My Private pension in Their Hands, I have not been Dissapointed, They Keep me well informed Every Month, Always someone on the End of their Phone With their regular updates on my investments, and their knowledgeable, proactive and conscientious wealth managers, I feel like I’m in very safe hands with Saltus. I am sure I will be with them for many years to come. Informative and trustworthy Communication They tell us what we need to hear not what we want to hear. Great unbiased advice and people you like to work with. We are happy to trust our pension fund with them. Invests with confidence Provides great service and information with investments It provides a realistic income while retaining value, over all a sound performance. SIPP It employs Helen. Salthus have always been very good at communication and customer service. This is so important in the day and age that we live in where it is not made easy to connect with a real person if you have a problem or need some clarification. Managesmy pension pot while providing me with an income from that pot Good support and returns, clarity of investments performance, all through a user friendly on line portal and app. It listens to the client and acts promptly on their needs. Leave a review
Saltus Expert rating
Our expert rating is the average of the areas listed here, each scored out of 5 by our team.Pros
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Saltus Customer reviews
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Professional and aware
Realistic
On it
Shrewd
Brilliant
integrity
Reassurance
to Explain Everything in Detail, I could not ask for anything Better for a Novice like my self, Thank Goodness for SaltusDependable
Value
Excellent
Performance
Positivity
Excellent
Reliable
Excellent advise and support
Helen
Service
This then alleviates the possibility for stress around the given pathway for investments. The online portal is very useful and allows for ease of access to your portfolio.Reliable
Efficient
Efficiency and empathy