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About the Saltus Partnership Programme
Who we are
The Saltus Partnership Programme team is committed to delivering an excellent experience for partners, informed by many years of professional experience and a commitment to working collaboratively to achieve your goals.
Jon Macintosh
Managing Partner
Jon Macintosh
Jon is Managing Partner of Saltus. He is passionate about creating a culture where everyone is proud to work whilst also envisioning a business model that challenges traditional expectations of asset and wealth management for clients.
Before founding Saltus in 2004, Jon held various senior roles in the institutional asset management world. These included being Managing Director of Lehman Brothers, where he was co-head of the European mezzanine credit fund, Managing Director of Deutsche Bank, a Partner of Morgan Grenfell Private Equity managing a €1.5 billion private equity buy-out fund, and before that, a UK equities fund manager at Schroders.
Jon has an MA in Classics and Modern Languages from Oxford University, an MBA from INSEAD and is a Chartered Fellow of the CISI. He has held a number of non-executive roles. He is currently Chairman of the Westbridge Private Equity Supervisory Board and was previously a Trustee of the charities Book Aid International, and of Missing People where he was also chair of the Development Board.
Michael Stimpson
Managing Director
Michael Stimpson
Mike is the Managing Director of the Saltus Partnership Programme. He has been working with financial planning businesses throughout his career, initially as an investment manager and more recently while launching the Saltus Partnership Programme.
Mike is passionate about the positive force financial planning can make to people’s lives and is determined to partner with the right financial planners, help them grow and make sure they have more time to look after their clients.
Jamie Philip
Chief Corporate Development Officer
Jamie Philip
Jamie has vast experience of mergers and acquisitions in the financial planning and investment management sphere. He has a thorough understanding of the barriers faced by financial planning business owners when looking to manage the growth and sale of their businesses, and he is well-versed in navigating the best way to overcome these. Jamie works with partners in the Saltus Partnership Programme to identify the right plan and supporting services for each individual partner, their business, their colleagues and their clients.
Nick Heath
Head of Relationship Management
Nick Heath
Nick, the Head of the Saltus Partnership Programmes relationship management team, has been dedicated to working with financial planning businesses for over two decades. His focus has been on building partnerships that deliver outstanding outcomes for business owners, financial planners, and their clients. With a deep understanding of the challenges faced by business owners aiming to grow and scale, Nick is passionate about finding solutions that help firms achieve their highest potential.
Andrew Lock
Relationship Manager
Andrew Lock
Andrew has an extensive career in UK financial services, having performed senior roles in leading retail, investment and platform companies. In addition to this, he has experienced life working with a large compliance services provider and a regional financial planning firm. Andrew is a relationship manager for the Saltus Partnership Programme and will focus on helping clients understand how they can overcome the day-to-day obstacles and challenges of running a financial planning practice through the support offered by the programme. Andrew is committed to ensuring that partner firms and their clients enjoy an unrivalled service and experience.
Clara Buckley
Relationship Manager
Clara Buckley
Clara works with financial planners to help provide them with a seamless investment process for their clients. For the Saltus Partnership Programme, Clara is a relationship manager and helps partners develop a plan to not only provide security for their clients but to identify partners needs and help them in futureproofing their businesses. Clara is passionate about ensuring that both the partners and their clients’ experience is one which is both high quality and enjoyable.
Jon Macintosh
Jon is Managing Partner of Saltus. He is passionate about creating a culture where everyone is proud to work whilst also envisioning a business model that challenges traditional expectations of asset and wealth management for clients.
Before founding Saltus in 2004, Jon held various senior roles in the institutional asset management world. These included being Managing Director of Lehman Brothers, where he was co-head of the European mezzanine credit fund, Managing Director of Deutsche Bank, a Partner of Morgan Grenfell Private Equity managing a €1.5 billion private equity buy-out fund, and before that, a UK equities fund manager at Schroders.
Jon has an MA in Classics and Modern Languages from Oxford University, an MBA from INSEAD and is a Chartered Fellow of the CISI. He has held a number of non-executive roles. He is currently Chairman of the Westbridge Private Equity Supervisory Board and was previously a Trustee of the charities Book Aid International, and of Missing People where he was also chair of the Development Board.
Michael Stimpson
Mike is the Managing Director of the Saltus Partnership Programme. He has been working with financial planning businesses throughout his career, initially as an investment manager and more recently while launching the Saltus Partnership Programme.
Mike is passionate about the positive force financial planning can make to people’s lives and is determined to partner with the right financial planners, help them grow and make sure they have more time to look after their clients.
Jamie Philip
Jamie has vast experience of mergers and acquisitions in the financial planning and investment management sphere. He has a thorough understanding of the barriers faced by financial planning business owners when looking to manage the growth and sale of their businesses, and he is well-versed in navigating the best way to overcome these. Jamie works with partners in the Saltus Partnership Programme to identify the right plan and supporting services for each individual partner, their business, their colleagues and their clients.
Nick Heath
Nick, the Head of the Saltus Partnership Programmes relationship management team, has been dedicated to working with financial planning businesses for over two decades. His focus has been on building partnerships that deliver outstanding outcomes for business owners, financial planners, and their clients. With a deep understanding of the challenges faced by business owners aiming to grow and scale, Nick is passionate about finding solutions that help firms achieve their highest potential.
Andrew Lock
Andrew has an extensive career in UK financial services, having performed senior roles in leading retail, investment and platform companies. In addition to this, he has experienced life working with a large compliance services provider and a regional financial planning firm. Andrew is a relationship manager for the Saltus Partnership Programme and will focus on helping clients understand how they can overcome the day-to-day obstacles and challenges of running a financial planning practice through the support offered by the programme. Andrew is committed to ensuring that partner firms and their clients enjoy an unrivalled service and experience.
Clara Buckley
Clara works with financial planners to help provide them with a seamless investment process for their clients. For the Saltus Partnership Programme, Clara is a relationship manager and helps partners develop a plan to not only provide security for their clients but to identify partners needs and help them in futureproofing their businesses. Clara is passionate about ensuring that both the partners and their clients’ experience is one which is both high quality and enjoyable.
Where we come from
Saltus provides a range of wealth management services to advisers, individuals and institutions.
We set up the business in 2004 with the ambition to improve everyone’s relationship with their wealth: to make it a positive force for their future.
Since our launch, we have been guided by a number of principles. We want to bring the best possible professional standards – which historically were only accessible at institutional level – to as many people as possible. For our clients this means high quality financial planning based on an individual’s specific circumstances and ambitions and high-quality investment management designed to meet those needs, particularly with a regard to sustaining performance in tough years. Our service is always delivered in a friendly, respectful and courteous way.
Those same values inform our relationships with every partner. We seek to listen and to understand and then work collaboratively to create the package that is right for each partner.
We know that across the country financial planners are doing an outstanding job for clients and that relationship is the bedrock of their future prosperity. Supporting that relationship at the same time as delivering what a partner needs from their business is the foundation stone of what the Saltus Partnership Programme can offer.