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Financial planning to support your retirement goals…
Download our five-step guide: How much do you need to retire and more…
Download our five-step guide: How much do you need to retire and more…
Unlock your ideal retirement: income, returns and tax advice inside
- Know your ‘comfortable’ number: income needed, pension research
- Calculate your exact retirement needs: 4% rule, cash flow planning
- Unlock a potential 72% risk-free return: pension maximisation, salary sacrifice
- Reduce the tax you pay in retirement: tax wrappers, basic rate strategy
- Plan for success, not stress: avoid mistakes, set clear goals
“We now have a really solid platform on which to retire.”Mark & Kate
Watch now
Watch now
Download our five-step guide: How much do you need to retire and more…
We can help you achieve your goals by providing
We can help you achieve your goals by providing:
- A financial plan for every stage of life
- A personalised cashflow model – how much you need and if you have enough
- A unique investment solution to help you grow your wealth
- A bespoke tax-planning strategy to reduce your tax position or pass on wealth.
- A consolidation plan to streamline your finances
A financial plan for every stage of life…
Saltus financial planners are experts at creating financial plans. We can help you map out your financial and life goals and build a plan to deliver them.
A personalised cashflow model...
Our modelling can provide direction to your finances by showing you how much you need, if you have enough or what changes you might need to make.
A unique investment solution to help you grow your wealth...
As an independent financial planning firm, we can offer objective advice. We can either provide award-winning investment strategies managed by Saltus Asset Management or from alternative providers, depending on your objectives.
A bespoke tax-planning strategy to reduce your tax position or pass on wealth tax-efficiently...
Whether you’re paying too much tax now or want to reduce it in the future, we can help find a solution.
A consolidation plan to streamline your finances...
We can help you consolidate multiple pensions into one, straightforward plan so you can understand your financial position with ease.
What to expect from our financial planning service provided by our Bath office
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.
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
Effective financial planning can help you achieve your goals in life, whether it’s a comfortable retirement, buying the home you always wanted, saving for school fees or passing on your wealth.
Your financial plan in just 4 steps...
Match
An initial call to understand your needs and match you with the perfect adviser on our team...
Discovery
Your Saltus adviser will spend time getting to know what really matters to you. They’ll determine your financial goals and aspirations and understand any concerns you may have too…
Proposal
Our expert team will provide a complete financial overview and produce a personal recommendation to achieve all your goals…
Start our journey together
We’ll take care of any transfers and begin a long term relationship that will evolve over time…
Ready to find out more
"We believe in putting our clients first. Whatever your goals are, we’re here to help you achieve them."
Alistair Williamson, Chartered Financial Planner and Partner
"We believe that every client deserves a tailored approach. The Bath financial planning team is here to listen, support, and guide you in navigating your financial journey, no matter what your goals may be."
Justin Kai, Financial Planner and Partner
"In Bath, we believe that effective wealth management begins with listening. Our team is here to assist you in navigating investment challenges and to support you in achieving your financial objectives."
Andrew Goodey, Chartered Financial Planner and Partner
How to find the Bath office
Queen Square House,
Queen Square Place,
Bath,
BA1 2LL
Queen Square Place,
Bath,
BA1 2LL
Parking
If you are arriving by car, there is a car park opposite the office called Charlotte Street Car Park. Please ensure that you pay on arrival.
- Charlotte Street Car Park: Charlotte St, Bath BA1 2NE
Train
If you are arriving by train, Bath Spa train station is a 14 minute walk from the office. Please refer to the map for directions.
Taxi
Taxis are available at the taxi rank outside Bath Spa station. We have also provided numbers for local taxis below:
- VEEZU 01225 464646
- Taxis of Bath 01225 317898
Alternatively, you can use these apps: Uber, Bolt and SWOOP.
Once you have arrived
Once you have arrived, please press the button labelled ‘Beckford Saltus’ on the front door buzzer and one of our lovely Bath team members will let you in.
Our office is located on the ground floor next to the main door.
Accessibility
There is an access door at the back of the office that is step-free, once inside there is a lift that can access the ground floor where the office is located.
Please contact us in advance if you require step-free access.
About Saltus?
Find out more about our award-winning wealth management services…
Winner
Best Wealth Manager
Winner
Investment Performance: Cautious Portfolios
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
£8.2bn+
assets under advice
20
years working with clients
350+
employees
97%
client retention rate
Saltus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Information is correct to the best of our understanding as at the date of publication. Nothing within this content is intended as, or can be relied upon, as financial advice. Capital is at risk. You may get back less than you invested. Tax rules may change and the value of tax reliefs depends on your individual circumstances.