Fraud Blocker Financial Advisers in London | Wealth Management by Saltus

Wealth Management in London

Safe in our hands...

£7.5bn+

assets under advice

20

years working with clients

300+

employees

98%

client retention rate

98%

client retention rate

£7.5bn+

assets under advice

20

years working with clients

300+

employees

98%

client retention rate

£7.5bn+

assets under advice

About our London office

At our London office, we focus on understanding you and your life goals—not just your finances. Our experienced financial advisers know the ins and outs of wealth management and provide practical, tailored advice.

Whether you’re looking to grow your assets, plan for retirement, or protect your legacy, our London wealth management team can guide you through the process.

What to expect from our wealth management service provided by our London office

Saltus Financial Planning is a ‘Chartered’ financial planning firm. It is a recognition provided to only a small number of firms that are at the forefront of our profession.

Achieving Chartered status means that we have met the highest standards for technical competence in the advice we provide to clients. It also demonstrates our dedication to continued professional development and shows that our clients are at the heart of everything we do.

chartered logo

We are specialists in wealth management and have been supporting our clients with their finances for over 20 years. Our team consists of some of the most highly qualified advisers in the country. 

We’ll explore your objectives and requirements in detail, taking everything into account to create a personalised and bespoke financial plan.

We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively.

We harness the latest and proprietary technology to provide our advice. This can help you visualise your finances and bring your plan to life.

Effective cashflow planning, for example, has the potential to be life changing. Your assets, liabilities, regular saving plan and financial goals can be input into cashflow modelling software. These can be overlayed with different assumptions, such as expected investment growth, to help establish if you have enough money to achieve all your goals.

View an example cashflow plan

We provide a wide range of investment management solutions so we can find the one that best meets your needs, with the aim of delivering optimal risk-adjusted returns.

We’ll work around you, with the ability to hold meetings via video, at your home, at your workplace, or at one of our offices

How to find the London office

22 - 23 Old Burlington Street,
London,
W1S 2JJ

Bus routes

Bus routes 139, 453, 55 and 94 all serve stops which are a walkable distance from the office.

Train

The office can be accessed via London Underground or bus routes from all London terminals. Please refer to the map for nearest stations.

  • Green Park – 7 minute walk
  • Piccadilly Circus – 6 minute walk
  • Oxford Circus – 7 minute walk
  • Bond Street – 10 minute walk

Taxi

Black cabs can be hailed on the side of the road, or you can use apps such as Uber, Bolt or FREENOW.

Once you have arrived

Once you have arrived, please use the arrows on the intercom to find ‘Saltus’ and press ‘Call’. Someone will open the door for you.

Please make your way up to the 2nd floor where one of our lovely London team members will greet you.

Accessibility

There is a lift on the right as you enter the building, which can take you to the 2nd floor. There is an accessible toilet on the ground floor beside the stairs.

Please contact our team in advance if you require any assistance.

What our clients have to say about us...

Wealth management frequently asked questions

We work with individuals from all walks of life and have a diverse client list consisting of people from professional backgrounds (including senior executives, entrepreneurs, lawyers, accountants, consultants and others) and non-professional backgrounds alike.

We typically work with clients with £250,000 or more in investable assets.

This has to be one of the most common questions we are asked as financial planners. The reality is that everyone is different. We’ll take the time to analyse what you spend now, and how this may change in retirement to help provide you with a precise answer. We have written an article on the subject, if you’d like to find out more

We work in partnership with our clients and can take care of all your needs in one place, all supported by industry leading technology.

As well as surrounding you with a team of highly qualified individuals, we have our own platform, can provide the tax wrappers you require, source investment solutions from the wider market or from our award-winning asset management team, and review your protection needs to ensure your family are looked after should the worst happen.

Once you have contacted us, we’ll have an initial discussion to understand more about what you are trying to achieve and how your existing assets and investments are structured. We’ll then have some further meetings to garner an in-depth understanding of your requirements and provide you with a report that outlines our recommended financial plan.

There’s no charge for the initial steps. As our plans are bespoke to your objectives, charges will depend on what’s recommended to you. These will be outlined in full before you progress with us.

Request a call back...

Contact us today to discuss how we can help you.
Alternatively, you can call us on 01489 663700 (Open Mon-Fri, 9am – 5pm)

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Who we work with:

  • Individuals with £250,000 or more in investable assets. This includes pensions, ISAs, other tax-wrappers and cash available for investment.
  • Institutions
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Find out more about our award-winning wealth management services…

Winner

Top 100 Fund Selectors 2024

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Finalist

Investment Performance

Finalist

Investment Performance

Winner

Top 100 Fund Selectors 2024

Winner

Best Places to Work 2024

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance

Winner

Top 100 Fund Selectors 2024

£7.5bn+

assets under advice

20

years working with clients

300+

employees

98%

client retention rate

98%

client retention rate

£7.5bn+

assets under advice

20

years working with clients

300+

employees

98%

client retention rate

£7.5bn+

assets under advice

Saltus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Information is correct to the best of our understanding as at the date of publication. Nothing within this content is intended as, or can be relied upon, as financial advice. Capital is at risk. You may get back less than you invested. Tax rules may change and the value of tax reliefs depends on your individual circumstances.

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