We are delighted to tell you that Beckford James has merged with Saltus.
We have always embraced technological change, however to get more out of technology and to deliver a ‘state of the art’ financial advice proposition to our clients we needed greater flexibility and responsiveness than the existing large platform providers can give.
From our early discussions with Saltus it was clear that a merger with them would provide a great fit for our business and our clients. The Saltus team adds further complementary expertise in investments and financial planning, more sophisticated technology, and greater asset class diversification to provide improved risk management capabilities, which will give us more time to focus on looking after you. Beckford James gives critical mass to Saltus’ presence across the South West of England.
A little bit about Saltus…
Saltus was founded in 2004 and our new combined entity will employ over 200 people and have over £3.1bn in assets under management. Saltus is an independent, award-winning financial planning and investment management company, working with private clients, trustees, solicitors, accountants and financial advisers.