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Solent Business Park, 4500 Parkway, Whiteley, Fareham, PO15 7AZ
Queen Square House, Queen Square Place, Bath, BA1 2LL
Suite 10, Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole, BH12 1ED
Runway East, 1 Victoria Street, Redcliffe, Bristol, BS1 6AA
Gostrey House, Union Road, Farnham, Surrey, GU9 7PT
1279 London Road, Leigh-on-Sea, SS9 2AD
22 - 23 Old Burlington Street, London, W1S 2JJ
The Gallery, 1-3 Washington Buildings, Penarth, CF64 2AD
2nd Floor, Dagnall House, 2 Lower Dagnall Street, St Albans, AL3 4PA
Melbourne House, Wells, BA5 2PJ
£5bn+
assets under management
20
years working with clients
250+
employees
98%
client retention rate
£5bn+
assets under management
20
years working with clients
250+
employees
98%
client retention rate
Saltus wealth managers are experts at creating financial plans for clients at every stage of life. Our mission is to help you take control of your finances. We can help you map out your financial and life goals and ensure that you have a plan that will deliver them.
We can create a personalised and collaborative financial plan with you by listening to, and understanding, your needs and then applying our knowledge and expertise. This ensures your money continues to deliver for you and builds enduring personal relationships based on trust and experience.
We will help you to navigate the complex landscape of the investment world and assist with structuring your investments in a tax-efficient manner.
As an independent firm, we are able to provide objective advice that is aligned with your best interests. We can offer the best of both worlds, either providing in-house investment strategies managed by Saltus Asset Management or from an alternative provider, depending on your objectives.
Contact us today to discuss how we can help you.
Alternatively, you can call us on 01489 663700 (Open Mon-Fri, 9am – 5pm)
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.
We are specialists in wealth management 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.
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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.
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
Solent Business Park, 4500 Parkway, Whiteley, Fareham, PO15 7AZ
Get directionsOur advisers can create a financial plan to help you achieve your financial goals, whether it’s a comfortable retirement, improving your tax position or passing on your wealth. Get in touch to discuss how we can help you.
Contact us today to discuss how we can help you.
Alternatively, you can call us on 01489 663700 (Open Mon-Fri, 9am – 5pm)
Watch the below testimonials from Saltus clients to hear what it's like to be one of our clients and how we have helped others like you...
Initial call
A quick call to establish if we're the right partner for you and which adviser is best placed to help meet your needs…
Initial call
A quick call to establish if we're the right partner for you and which adviser is best placed to help meet your needs…
Discovery meetings
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…
Discovery meetings
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, big and small…
Proposal
Our expert team will provide a complete financial overview and produce a personal recommendation to achieve all your goals, big and small…
Start our journey together
We’ll take care of any transfers and begin a long term relationship that will evolve over time…
Start our journey together
We’ll take care of any transfers and begin a long term relationship that will evolve over time…
We work with individuals from all walks of life and have a diverse client list consisting of people from professional backgrounds (including senior executives, entrepreneurs, lawyers, accountants, consultants and others) and non-professional backgrounds alike.
We typically work with clients with £250,000 or more in investable assets.
This has to be one of the most common questions we are asked as financial planners. The reality is that everyone is different. We’ll take the time to analyse what you spend now, and how this may change in retirement to help provide you with a precise answer. We have written an article on the subject, if you’d like to find out more
We work in partnership with our clients and can take care of all your needs in one place, all supported by industry leading technology.
As well as surrounding you with a team of highly qualified individuals, we have our own platform, can provide the tax wrappers you require, source investment solutions from the wider market or from our award-winning asset management team, and review your protection needs to ensure your family are looked after should the worst happen.
Once you have contacted us, we’ll have an initial discussion to understand more about what you are trying to achieve and how your existing assets and investments are structured. We’ll then have some further meetings to garner an in-depth understanding of your requirements and provide you with a report that outlines our recommended financial plan.
There’s no charge for the initial steps. As our plans are bespoke to your objectives, charges will depend on what’s recommended to you. These will be outlined in full before you progress with us.
Contact us today to discuss how we can help you.
Alternatively, you can call us on 01489 663700 (Open Mon-Fri, 9am – 5pm)
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
Finalist
Investment Performance: Balanced Portfolios
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
Finalist
Investment Performance: Balanced Portfolios
£5bn+
assets under management
20
years working with clients
250+
employees
98%
client retention rate
£5bn+
assets under management
20
years working with clients
250+
employees
98%
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.
Contact us today to discuss how we can help you.
Alternatively, you can call us on 01489 663700 (Open Mon-Fri, 9am – 5pm)