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Who we work with:

Individuals with £250,000 or more in investable assets. This includes pensions, ISAs, other tax-wrappers and cash available for investment.
Institutions

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Existing client

Let us know how we can help…

First name *

Firstname is required

Firstname should not include numbers and must be a minimum of 2 characters

Surname *

Surname is required

Surname should not include numbers and must be a minimum of 2 characters

Email *

Please enter a valid email address

Contact number *

Phone number is required

Must be a valid phone number format and a minimum of 11 characters

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How can we help?

A message is required

Alternatively email us at [email protected]

Solent

Correspondence address

Solent Business Park, 4500 Parkway, Whiteley, Fareham, PO15 7AZ

Bath

Queen Square House, Queen Square Place, Bath, BA1 2LL

Bournemouth

Suite 10, Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole, BH12 1ED

Bristol

Runway East, 1 Victoria Street, Redcliffe, Bristol, BS1 6AA

Farnham

Gostrey House, Union Road, Farnham, Surrey, GU9 7PT

Leigh-on-Sea

1279 London Road, Leigh-on-Sea, SS9 2AD

London

22 - 23 Old Burlington Street, London, W1S 2JJ

Penarth

The Gallery, 1-3 Washington Buildings, Penarth, CF64 2AD

St Albans

2nd Floor, Dagnall House, 2 Lower Dagnall Street, St Albans, AL3 4PA

Wells

Melbourne House, Wells, BA5 2PJ

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.

We have years of experience in consolidating pensions

We help clients consolidate their assets on a regular basis into one straightforward plan so that they can understand your financial position with ease.

We’ll help you avoid the risks when consolidating

There are several potential risks to be aware of with any consolidation, such as the loss of valuable guarantees or protected higher tax-free cash percentages. Our expert planners will take care to carry out a full assessment of your assets to ensure these aren’t overlooked.

Award-winning financial planning services

Our financial planning services can help you achieve your goals in life, whether it’s organising your financial affairs or planning for a comfortable retirement…

Find out more