About Saltus
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
We started life as an investment management firm in 2004 to bring institutional calibre fund management to UK private clients. Yet, over the years, we realised that providing high-quality investment management is just one of the ways we can help clients achieve their aspirations. Saltus Financial Planning was launched in 2015 with the aim of being an industry leader in providing financial advice, so our clients can rest assured their money is being looked after by experts.
For you, our client, a trusting relationship with your Saltus team, and the knowledge that you are in award-winning hands, gives you the space to make the most of the rest of your life. We understand your life goals and help you take the necessary steps to achieve them.
We want everyone who works at Saltus to be proud to work here, and to derive fulfilment and meaning from their work. Whenever we ask our teams about what brings them the greatest job satisfaction, they tell us about the times they have helped a client realise their dreams. We think that’s pretty amazing.
Watch our videos to find out more…
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.
An award winning company...
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
...that is well established
£3.1bn+
assets under management
19
years working with clients
200+
employees
98%
client retention rate