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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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Let us know how we can help…

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Alternatively email us at [email protected]

£9bn+

assets under advice

years working with clients

400+

employees

97%

client retention rate

£9bn+

assets under advice

years working with clients

400+

employees

97%

client retention rate

Axinya Smith

We’re award winning…

Winner

Best Wealth Manager

Winner

Investment Performance: Cautious Portfolios

Winner

Top 100 Fund Selectors 2024

Winner

Best Places to Work 2024

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance

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

Interested to know more about how you might grow your career at Saltus? The video below showcases our Head of Data, Axinya Smith, who shares her development journey at Saltus.

Axinya Smith

Axinya Smith (Head of Data) started at Saltus seven years ago as an administrator and now heads up our Data team. Axinya is passionate about ensuring our technology and data is of the highest quality.

We believe everyone deserves an exceptional experience at work…

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Get in touch...

To find out more, email [email protected] or phone 01489 663700

Axinya Smith

We believe everyone deserves an exceptional experience at work…

Get in touch...

To find out more, email [email protected] or phone 01489 663700

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