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Wealth Management in Bournemouth
About our Bournemouth office
Located by the coast, our Bournemouth financial advisers work hand-in-hand with you to craft a personalised financial plan that targets your unique goals. We take the time to listen and understand your aspirations, crafting flexible strategies that adjust to your changing needs.
Our Bournemouth wealth management team is dedicated to helping you feel more confident with your finances by providing tailored solutions that fit your life.
"Our focus in Bournemouth is all about collaboration. We listen closely to your goals and aspirations, then create financial strategies that adapt as your life changes."
Lawrence Brady, Financial Planner and Partner, based in Bournemouth
"At our Bournemouth office, we prioritise your needs. We listen to what matters to you and work together to create a financial plan that helps you feel secure about your future."
David Norton, Financial Planner and Partner, based in Bournemouth
What to expect from our wealth management service provided by our Bournemouth office
A chartered firm at the forefront of our profession
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.
A highly qualified team
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.
A bespoke plan for you
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 technology
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.
A wide range of award-winning investment solutions
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
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 Bournemouth office
Suite 10, Branksome Park House,
Branksome Business Park,
Bourne Valley Road,
Poole,
BH12 1ED
Branksome Business Park,
Bourne Valley Road,
Poole,
BH12 1ED
Parking
If you are driving, towards the end of your journey you will enter the estate where our office is located. Turn left at the end, and you will see a barrier where our onsite parking is. Once you reach the barrier buzz ‘Saltus’, and someone will open the barrier for you. The parking spaces are located to the left once you pass the barrier. Look out for the Saltus signs on the wall!
Please let your adviser know if you are intending to travel by car, so they can ensure a space is free for your arrival.
Train
If you are arriving by train, Branksome train station is a 13 minute walk from our office. Please refer to the map for directions.
Taxi
Taxis are usually not available outside Branksome station, but you can call a local taxi using one of the numbers below:
- United taxis 01202 556677
- PRC streamline cabs 01202 373737
Alternatively, you can use the United Taxis or Uber apps.
Once you have arrived
The entrance to the building is at the end of the car park to the right. Please press the buzzer for ‘Saltus’ and one of our lovely Bournemouth team members will buzz you up.
Once you enter the building, there is a set of stairs located ahead of you or you can take the lift on the right to the 1st floor, where one of our team will greet you.
Accessibility
There is a lift to the right when you enter the building, and we have an accessible toilet in our office.
Please contact our team in advance if you require any assistance.
Find out more
Investment management
Unconstrained, multi-asset class investors with an award winning track record...
What our clients have to say about us...
Wealth management frequently asked questions
What areas of wealth management can you help with?
What types of clients do you work with?
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.
How much money do I need to be comfortable?
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
What makes Saltus different?
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.
How do we get started and how much will it cost?
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.
About Saltus?
Find out more about our award-winning wealth management services…
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
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
£7.5bn+
assets under advice
20
years working with clients
300+
employees
98%
client retention rate
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.