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Wealth Management in St Albans
About our St Albans office
Located in the heart of St Albans, our financial advisers are here to offer personalised financial advice to the Hertfordshire area and surrounding communities. Our wealth management team know everyone has different goals and situations, so we take the time to listen and create a financial plan that fits you.
We keep things simple and avoid jargon, so you can concentrate on what matters to you.
"At our St Albans office, we believe in personalised financial advice that truly reflects your aspirations. We take the time to listen and simplify the process, ensuring you can focus on what really matters."
Kwasi Yeboah, Chartered Financial Planner, based in St Albans
"We prioritise simplicity in our approach, ensuring that our clients can focus on what really matters to them without being bogged down by jargon."
Louis Christofides, Chartered Financial Planner, based in St Albans
What to expect from our wealth management service provided by our St Albans 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 St Albans office
2nd Floor,
Dagnall House,
2 Lower Dagnall Street,
St Albans,
AL3 4PA
Dagnall House,
2 Lower Dagnall Street,
St Albans,
AL3 4PA
Parking
If you are arriving by car, the following car parks are located close to the office:
- Long Stay: Drovers Way Car Park, Drovers Way, St Albans, AL3 5EB
- Short Stay: St Christophers Place Shopping Centre car park, 3 Upper Dagnall St, St Albans AL3 5EA
Tickets are given on entry at the barrier, and you must pay before exit.
There is no office or on road parking near the office. Please do not try to drive to the office directly as it is on a busy street in town, and you will likely get a ticket.
Train
If you are arriving by train, the St Albans City train station is a 18 minute walk. Please refer to the map for directions.
If you would prefer to save your legs, it is a 7 minute taxi.
Taxi
Taxis are available at the taxi rank outside St Albans City station. We have also provided numbers for local taxis below:
- Gold Line Taxi’s St Albans 01727 833333
- Silver Line Taxis’ St Albans 01727 313131
Once you have arrived
Once you have arrived, press the button labelled ‘Saltus’ on the front door buzzer and one of our lovely St Albans team members will let you in.
Please make your way up to the top floor, where our office is located, and one of our team will be there to greet you.
Accessibility
There is a lift located inside the building, however, there is no step-free access to the building itself.
Please contact us in advance if you require step-free access.
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.