How can Saltus help?

New to Saltus

First name *

Firstname is required

Firstname should not include numbers and must be a minimum of 2 characters

Surname *

Surname is required

Surname should not include numbers and must be a minimum of 2 characters

Email *

Please enter a valid email address

Contact number *

Phone number is required

Must be a valid phone number format and a minimum of 11 characters

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

Portfolio size is required

How can we help?

A message is required

Existing client

Let us know how we can help…

First name *

Firstname is required

Firstname should not include numbers and must be a minimum of 2 characters

Surname *

Surname is required

Surname should not include numbers and must be a minimum of 2 characters

Email *

Please enter a valid email address

Contact number *

Phone number is required

Must be a valid phone number format and a minimum of 11 characters

Postcode *

Postcode is required

How can we help?

A message is required

Alternatively email us at [email protected]

Solent

Correspondence address

Solent Business Park, 4500 Parkway, Whiteley, Fareham, PO15 7AZ

Bath

Queen Square House, Queen Square Place, Bath, BA1 2LL

Bournemouth

Suite 10, Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole, BH12 1ED

Bristol

Runway East, 1 Victoria Street, Redcliffe, Bristol, BS1 6AA

Farnham

Gostrey House, Union Road, Farnham, Surrey, GU9 7PT

Leigh-on-Sea

1279 London Road, Leigh-on-Sea, SS9 2AD

London

22 - 23 Old Burlington Street, London, W1S 2JJ

Penarth

The Gallery, 1-3 Washington Buildings, Penarth, CF64 2AD

St Albans

2nd Floor, Dagnall House, 2 Lower Dagnall Street, St Albans, AL3 4PA

Wells

Melbourne House, Wells, BA5 2PJ

A chartered firm at the forefront of our profession

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.

A highly qualified team

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

A bespoke plan for you

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 technology

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

A wide range of award-winning investment solutions

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

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