Wealth management where empathy and intellect work together in equal measure...

About 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 Saltus Asset Management can provide institutional calibre fund management in order to achieve optimal risk adjusted returns.

Finalist

Best Medium Firm

Finalist

Investment Performance: Cautious Portfolios

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

Finalist

Best Client Engagement (Advisers)

Finalist

Adviser Firm of the Year: South West & Wales

Finalist

Financial Adviser of the Year: Small to Medium Firm

Finalist

Client Relationships Award

Finalist

Small to Medium Wealth Management Firm of the Year

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

Finalist

Best Medium Firm

Finalist

Investment Performance: Cautious Portfolios

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

Finalist

Best Client Engagement (Advisers)

Finalist

Adviser Firm of the Year: South West & Wales

Finalist

Financial Adviser of the Year: Small to Medium Firm

Finalist

Client Relationships Award

Finalist

Small to Medium Wealth Management Firm of the Year

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

Finalist

Best Medium Firm

Finalist

Investment Performance: Cautious Portfolios

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

Finalist

Best Client Engagement (Advisers)

Finalist

Adviser Firm of the Year: South West & Wales

Finalist

Financial Adviser of the Year: Small to Medium Firm

Finalist

Client Relationships Award

Finalist

Small to Medium Wealth Management Firm of the Year

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

Saltus Financial Planning is a 'Chartered' financial planning firm

Chartered titles are the 'gold standard' of excellence and integrity, and it's a standard met by only a small number of firms across the country. Achieving Chartered status means we are committed to developing and maintaining our expertise to deliver the highest quality advice to our clients.

Chartered Financial Planners

What our clients have to say about us...

The financial planning blog

Insights about how you can make the most of your wealth and plan for your future.

Investment management insights

Thought pieces and investment updates from the Saltus Asset Management team

Alternatives: the integral role they play in portfolios
27 July 2023

In conversation with Tom Merchant and Charles Ambler

Tom Merchant
Charles Ambler
How much do you need to retire and more…
How much do you need to retire and more… How much income do you need to be comfortable, how much do you need invested and how to pay less tax...
How to avoid the 60% tax trap and more…
How to avoid the 60% tax trap and more… Did you know that people earning over £100,000 can pay an effective tax rate of 60%?

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.

An illustration of a man on roller skates with an ice cream
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.

An illustration of a man on roller skates with an ice cream
Get in touch