- Experts commend Saltus for its highly personalised approach to wealth management, highlighting strong investment performance and competitive, transparent fees. The firm has consistently outperformed benchmarks while maintaining a lower risk profile, making it an attractive option for high-net-worth individuals seeking tailored financial planning.
- Across 500 user reviews on Good Money Guide, averaging 5/5, clients frequently praise the exceptional communication, personalised service, and transparency in fees. Many highlight the effectiveness of the financial advice provided, noting that the team is approachable and knowledgeable. However, a few users have expressed concerns about the high minimum investment requirement and the initial advice charge.
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. Provider: Saltus Verdict: 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. 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 Cons Tell us what you think of this provider.Customer Reviews
Best
Honest
Outstanding
Straightforward Trustworthy
Best
Performance
Efficient and trustworthy
Knowledgeable
Excellent
A trusted partner
Reliable
Trustworthy
Outstanding
Reliable
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Comprehensive & efficient
Savvy
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Expert Review & Rating
Saltus Expert Review: Voted Best Wealth Manager 2026 and 2025.
Overall
5
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Saltus Expert Review
Saltus Expert Review: Voted Best Wealth Manager 2026 and 2025.
Provider: Saltus
Verdict: 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.
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)