Empathy and intellect in equal measure. Working together to meet your objectives…
Why Saltus?
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future…
At Saltus, we provide a range of wealth management services to individuals and institutions. Our financial planners will support you in the complexities of pensions and tax planning, while our investment management team can provide institutional calibre fund management in order to achieve optimal risk adjusted returns.
Winner
Best Financial Advisers to Work for
Finalist
Financial Advisory Firm of the Year
Finalist
Adviser Firm of the Year
Finalist
Client Relationships Award
Winner
Financial Services, Banking and Insurance Firm of the Year
Finalist
Small to Medium Wealth Management Firm of the Year
Finalist
Investment Performance Cautious Portfolios
Winner
Investment Performance Cautious Portfolios
Finalist
Investment Performance Defensive Portfolios
The financial planning journal
Insights about how you can make the most of your wealth and plan for your future.
Investor’s digest
Thought pieces and investment updates from our asset management team
11 June 2021
In conversation with Michael Stimpson and Jordan Gillies
09 March 2021
In conversation with Jack Munday and Jordan Gillies
How can our wealth management services help you?
Financial planning isn’t just about number crunching…
it’s about working closely with you to determine what you want from life and how your finances can achieve it. Our planners work in partnership with our clients to help them understand how to make the most out of their money, reduce their tax burden and avoid any pitfalls along the way. Once we’ve created your bespoke financial plan together, we then recommend an investment solution to deliver it. This can be from the wider market or provided by our award-winning investment business.
We provide holistic wealth management services to our clients so we also source insurance when needed and can deploy any tax wrapper that’s required on our own in-house platform.
Our asset management business brings decades of investment management expertise to the table…
with particular experience in private equity and alternative investment strategies. The team offers a high calibre institutional service and also provides a unique opportunity for private clients to access an investment style that is typically unavailable in the UK marketplace.
The investment team control risk explicitly and look to generate risk adjusted returns that are primarily down to the skill of the managers they select. It’s an award-winning approach that is designed to first and foremost achieve our clients’ objectives.
