- Saltus is highly regarded on Good Money Guide, offering a personalised approach to financial planning and investment management. With impressive investment performance and competitive fees, Saltus is a top choice for high-net-worth individuals seeking comprehensive financial services.
- Experts highlight Saltus’ robust cashflow modelling, tax optimisation, and strong investment performance across various risk categories. The company’s transparent fee structure, high client satisfaction, and personalised service make it a dependable option for long-term financial planning.
- Customer reviews for Saltus are overwhelmingly positive, praising the company for its efficient customer service, clear communication, and knowledgeable advisors. Users appreciate the tailored advice, regular updates, and the user-friendly online portal provided by Saltus.
Saltus Customer Reviews
Best provider of financial Savings services, with Cash ISA’S, stock and share ISA’s and Pensions …last five/six years, been saving with Stock and Share ISA, with great results Manages our wealth to maximise growth and is easy to work with. Investment Sage and practical advice Taking the time to play out options Track record and performance returns Anticipates and navigates through turbulent times to achieve consistently good results. Balanced wealth management with high integrity advice and a strong technology platform We feel our money is in safe hands. We have regular bulletins, not just about our actual funds, but about the general monetary trends around the world. We have regular meetings with our financial advisor, which we find helpful. It is good to have face to face contact, so we can discuss our affairs. Friendly advice that works for me. I was able to retire early 11 years ago and still getting good advice. Company very informative, keep you updated with the market moves and trends and good advise on were to invest Safe management of my fun with good interaction and communicating to allow me to make informed decisions Saltus regularly keep me updated on what is happening in the markets, have regular meetings with my personal advisor, and have managed my SIPP superbly. They have managed to earn my trust in their professional management of my funds, and have recommended the company to family and friends. Has close personal relationship with clients. Explains the different ways to invest your money and which way they feel would be best for you with no pressure or hard sell. Supplies well informed advice with good communication Gives confidence in your investments Looks after my SIPP very well and keeps me advised Manages the portfolios with integrity, client focus and agility Increases the value of my investment. I use them for savings. Client interaction Communicates with clients clearly and regularly.Tell us what you think of this provider.
Best
Honest
Outstanding
Straightforward Trustworthy
Best
Performance
Efficient and trustworthy
Knowledgeable
Excellent
A trusted partner
Reliable
Trustworthy
Outstanding
Reliable
Positivity
Comprehensive & efficient
Savvy
Excellent
Engaged
Reassuring
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)