Saltus Customer Reviews
Based on 500 customer reviews and our expert analysis Expert review by Richard Berry · Last updated 3rd June 2026 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 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. Sage and practical advice Investment 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 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. Safe management of my fun with good interaction and communicating to allow me to make informed decisions 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. Communicates with clients clearly and regularly. Client interaction Leave a review
Saltus Customer Reviews & Expert Rating
The overall score out of 10 combines our expert rating out of 5 with the average customer rating out of 5.
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
Customer ratings come from reviews left on this site. Every review is read and approved before it is published.Read customer reviews
Best
Honest
Straightforward Trustworthy
Taking the time to play out options
Track record and performance returnsOutstanding
Best
Performance
Efficient and trustworthy
Knowledgeable
Excellent
Reliable
They have managed to earn my trust in their professional management of my funds, and have recommended the company to family and friends.A trusted partner
Trustworthy
Outstanding
Reliable
Positivity
Comprehensive & efficient
Savvy
Excellent
I use them for savings.Reassuring
Engaged