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Financial planning

How can Saltus help?

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How can Saltus help?

Saltus Financial Planning is a ‘Chartered’ financial planning firm. It is a recognition provided to only a small number of firms that are at the forefront of our profession.

Achieving Chartered status means that we have met the highest standards for technical competence in the advice we provide to clients. It also demonstrates our dedication to continued professional development and shows that our clients are at the heart of everything we do.

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We are specialists in financial planning and have been supporting our clients with their finances for over 20 years. Our team consists of some of the most highly qualified advisers in the country. 

We’ll explore your objectives and requirements in detail, taking everything into account to create a personalised and bespoke financial plan

We create a personalised financial road map for our clients. Prior to investing, we can provide a clear recommendation on areas such as how much you need to save towards retirement, pension consolidation, how much income you can draw from your investments, minimising your tax burden, what return your investments need to generate to deliver your plan and how to pass on your wealth effectively.

We harness the latest and proprietary technology to provide our advice. This can help you visualise your finances and bring your plan to life.

Effective cashflow planning, for example, has the potential to be life changing. Your assets, liabilities, regular saving plan and financial goals can be input into cashflow modelling software. These can be overlayed with different assumptions such as expected investment growth, to help establish if you have enough money to achieve all your goals.

View an example cashflow plan

We provide a wide range of investment management solutions so we can find the one that best meets your needs, with the aim of delivering optimal risk-adjusted returns. As a financial planning client, you’ll have access to the Saltus Asset Management team so you can have a clear understanding of their investment views.

We’ll work around you, with the ability to hold meetings via video, at your home, at your workplace, or at one of our offices

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