About Saltus

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

We started life as an investment management firm in 2004 to bring institutional calibre fund management to UK private clients. Yet, over the years, we realised that providing high-quality investment management is just one of the ways we can help clients achieve their aspirations. Saltus Financial Planning was launched in 2015 with the aim of being an industry leader in providing financial advice, so our clients can rest assured their money is being looked after by experts. For you, our client, a trusting relationship with your Saltus team, and the knowledge that you are in award-winning hands, gives you the space to make the most of the rest of your life. We understand your life goals and help you take the necessary steps to achieve them. We want everyone who works at Saltus to be proud to work here, and to derive fulfilment and meaning from their work. Whenever we ask our teams about what brings them the greatest job satisfaction, they tell us about the times they have helped a client realise their dreams. We think that’s pretty amazing.

Watch our videos to find out more...

Saltus Financial Planning is a 'Chartered' financial planning firm

This 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.

A well established company...

£8bn+

assets under advice

years working with clients

350+

employees

97%

client retention rate

...that is award-winning

Winner

Investment Performance: Cautious Portfolios

Winner

Top 100 Fund Selectors 2024

Winner

Best Places to Work 2024

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance

Finalist

Best Medium Firm

Finalist

Investment Performance: Cautious Portfolios

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

Finalist

Best Client Engagement (Advisers)

Finalist

Adviser Firm of the Year: South West & Wales

Finalist

Financial Adviser of the Year: Small to Medium Firm

Finalist

Client Relationships Award

Finalist

Small to Medium Wealth Management Firm of the Year

Winner

Best Financial Advisers to Work For

Finalist

Financial Advisory Firm of the Year

Finalist

Adviser Firm of the Year

Finalist

Client Relationships Award

Winner

Financial Services, Banking and Insurance Firm of the Year

Finalist

Small to Medium Wealth Management Firm of the Year

Finalist

Investment Performance Cautious Portfolios

Winner

Investment Performance Cautious Portfolios

Winner

Investment Performance: Cautious Portfolios

Winner

Top 100 Fund Selectors 2024

Winner

Best Places to Work 2024

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance

Finalist

Best Medium Firm

Finalist

Investment Performance: Cautious Portfolios

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

Finalist

Best Client Engagement (Advisers)

Finalist

Adviser Firm of the Year: South West & Wales

Finalist

Financial Adviser of the Year: Small to Medium Firm

Finalist

Client Relationships Award

Finalist

Small to Medium Wealth Management Firm of the Year

Winner

Best Financial Advisers to Work For

Finalist

Financial Advisory Firm of the Year

Finalist

Adviser Firm of the Year

Finalist

Client Relationships Award

Winner

Financial Services, Banking and Insurance Firm of the Year

Finalist

Small to Medium Wealth Management Firm of the Year

Finalist

Investment Performance Cautious Portfolios

Winner

Investment Performance Cautious Portfolios

Here's what our clients have to say...

"Saltus showed me how I could retire early - it was an empowering experience"

“They brought organisation and intelligence to my investments… Thank you”

“‘Good Service’ is thrown around but they really know how to do it properly”

“Their unique approach to looking after money consistently delivers and their client service is exceptional”

"My adviser consistently goes above and beyond to meet my needs"

New to Saltus

Existing client

About Saltus

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

Watch our videos to find out more...

Saltus Financial Planning is a 'Chartered' financial planning firm

A well established company...

...that is award-winning

Here's what our clients have to say...

Our locations