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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

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First name *

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

Surname *

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

Email *

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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 effective tax planning

We have been helping our clients reduce their tax burden for almost 20 years. Not only do we have an award-winning team of advisers that are experts in tax-efficient structuring, but we also have some of the country’s foremost pension experts on the team.

Investing your money

As an independent financial planning firm, we are able to provide objective advice that is aligned with your best interests. We can offer the best of both worlds, either selecting from in-house investment strategies managed by Saltus Asset Management or from an alternative provider, depending on your objectives.

The Saltus Asset Management team have a long track record of producing superior risk-adjusted returns. This has been in part due to consistently identifying managers who outperform their benchmarks.

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Everything under one roof

You’ll be working with a highly qualified financial planner to build your tax-efficient investment strategy. They have everything at their fingertips to provide what you might need to support your financial journey:

Award-winning and industry leading investment solutions.
Our own in-house platform and proprietary app so you can view all your financial information and performance at the touch of a button.
Our own Saltus pension wrapper and the ability to provide any other tax-wrappers you require.
Insurance solutions to ensure your family are looked after should the worst happen.

Award-winning financial planning services

Our financial planning services can help you achieve your goals in life, whether it’s planning for retirement, consolidating your assets or investing your money…

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