Do you need help managing your wealth?
Our advisers can create a financial plan to help you achieve your financial goals in life. We can also provide a suitable investment strategy to grow your wealth. Get in touch to discuss how we can help you.
Kirsty Test
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Alternatively, you can call us on 01489 663700 (Open Mon-Fri, 9am – 5pm)
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Saltus: Multi Asset Class Balanced (PA) | 11.2% | 8.2% | 6.5% | -5.0% | 7.4% | 7.6% | 9.0% | -2.7% | 12.3% | 8.8% |
| ARC Sterling Balanced Asset PCI TR | 9.1% | 6.4% | 5.8% | -9.1% | 7.6% | 4.3% | 11.7% | -5.1% | 6.7% | 8.6% |
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Financial planning
Financial planning can help you reach your goals in life, whether you want to determine when you can retire comfortably, bring organisation to your financial world or pass on your wealth effectively.
Retirement planning
Deciding when to retire is a challenging decision and can feel like a leap of faith. At Saltus, we gather information on all of your existing assets and then use our technology and expertise to show you exactly how to achieve the retirement you’re after.
Pension advice and consolidation
Holding multiple investment accounts and pensions can mean they’re hard to keep track of and administer. We’ll help you overcome this by consolidating your accounts into a single plan so that you can understand your financial position with ease.
Tax planning and tax-efficient investing
How to structure your wealth and access income should be approached in a sophisticated way. A detailed financial plan may use pensions, ISAs, general investment accounts, offshore bonds and other tax wrappers to ensure you can draw your money in a tax-efficient manner.
Financial protection and life insurance
We protect our cars and houses without much thought yet you might be the most valuable asset in your family. Whatever your situation, we can provide advice to ensure you have the right level of insurance in place to keep your finances protected.
Inheritance tax planning and gifting
Estate planning is more important than just having a Will. We’ll work closely with you to understand how estate planning, which has emotional as well as financial consequences, can impact your overall financial plan.
Significant life events
Significant life events can present great opportunities but also considerable challenges. Whether you are going through a business sale, divorce or are receiving a lump sum, we’ll help build a financial plan to meet your changing lifestyle.
