Alex Pugh

"I had my first meeting with Alex in May to discuss my retirement. I found her approach friendly, professional and honestly engaging. She took me through my fund with expert straightforward direction which was easy to understand. I feel completely comfortable knowing Alex is looking after my pension fund and am so glad I decided to have Saltus look after me. She has made my journey into retirement exciting and stress free."

Ali Cook

"I first met Alex after my previous financial advisor of many years retired. I found Alex to be very prompt in responding to my emails and had a full grasp of my requirements when we had our first meeting. Her honesty and guidance was very reassuring, detailed forecasting was excellent and presented in a way that was clear and concise plus, allowed for any emotional ties I had to investments, which was very refreshing. I feel reassured that Alex will be looking after my financial needs in the years ahead. "

Sue Penney-Gregory

"Alex asked such interesting questions that I never would have thought of. It was obvious that Alex had listened to me, as the summary took all events into consideration. I had no hesitation investing with Saltus, but for me it was Alex that I want to work with (sorry Saltus!). My only negative is that I wish I had found Saltus and Alex earlier in my investment journey. I have already recommended her to one of my closest friends."

Kerry

"Alex has recently taken over our account and, in a short space of time, she has captured our aspirations and plans for retirement succinctly and with enthusiasm. She is helping us with our immediate goals for our forthcoming retirement, specifically how to make our savings work best in order to achieve our dreams. She has also started to give us support and suggestions about our objectives in later life and what we will need to live well. "

"Alex is an engaging, pragmatic and clear in her communications. She is responsive and delivers what she says she will deliver. We are pleased to have her as our account manager and look forward to a long and productive relationship. "

"I appreciated Alex’s holistic approach to financial planning. Through our conversations she came to understand not just my financial situation but the wider picture of what is, and might become, important to me. As a result, her thoughts and advice felt appropriately personalised to me. I also found it helpful that Alex could fluently model a series of ‘what-if’ scenarios that allowed me to explore a variety of potential future paths."