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Wealth Management in Wells
About our Wells office
At our Wells meeting space, our financial advisers are a core part of the Somerset community and understand you and your goals. We collaborate closely with you to craft a personalised financial plan designed to preserve, grow and transition your wealth effectively.
Committed to building strong, long-lasting relationships, the Wells wealth management team are here to support you at every step of the journey.
"We believe in building strong, meaningful relationships with our clients. We look beyond just your finances to provide personalised, holistic advice."
Veronica Devereux, Financial Planner and Partner, based in Wells
"We take pride in serving clients throughout Somerset and surrounding areas, ensuring local needs are met with tailored advice. Our Wells financial advisers are committed to providing clear and accessible financial guidance."
Simon Trebble, Financial Planner and Partner, based in Wells
What to expect from our wealth management service provided by our Wells 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 Wells office
Melbourne House,
Wells,
BA5 2PJ
Wells,
BA5 2PJ
Parking
If you are arriving by car, there is no onsite parking at the Wells office. However, if you need to park the following car parks are located close by:
- Waitrose car park just across the road from the office. (This car park does require a small parking fee).
- Union Street Car Park 19 Union St, Wells BA5 2PU
Train
Unfortunately, we do not have a train station here in Wells. However, if you require a train to come and see us, the closest train station is:
- Castle Cary. The station is a 28 minute taxi ride away.
Taxi
If you require a taxi from Castle Cary to Wells, we have provided the number for a local taxi service here:
- Anzford Cars 07831 249441
If you require a taxi whilst you are in Wells or travelling back to Castle Cary, please use one of the numbers below:
- AVACAB (Wells) 01749 670888
- Silverline-Wells 01749 689040
Once you have arrived
Once you have arrived, walk up the drive and head straight to the main door. Although there is a reception desk it is not always manned so, if no one is here, please knock on the door that is labelled ‘Saltus’ and one of our lovely Wells team will come to the door to assist you.
Accessibility
There is a step-free access entrance separate to the main entrance, but please note that our office has two small steps to the meeting room.
Please contact our team 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.