Wealth management

You can rest assured when you have a clear plan for the future...

Safe in our hands...

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

Effective wealth management 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.

Achieving your goals

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Watch our video to learn more...

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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 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.

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.

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

Our advisers at the Solent office would be delighted to provide the advice you require...

Solent

Correspondence address

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

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Do you need help with managing your wealth?

Our 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.

Request a call back

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What our clients have to say about us...

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...

How it works:

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…

Wealth management frequently asked questions…

  • Cashflow planning
  • Retirement planning
  • Pension advice
  • Inheritance tax planning
  • Investment advice
  • Tax efficient structuring
  • Protection – life, income, critical illness and business insurance
  • Financial planning for divorce
  • Financial planning pre and post business sale
  • Specialist personal injury advice

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. 

Request a call back...

Contact us today to discuss how we can help you.
Alternatively, you can call us on 01489 663700 (Open Mon-Fri, 9am – 5pm)

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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
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About Saltus?

Find out more about our award-winning wealth management services…

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance: Balanced Portfolios

Finalist

Financial Planning Firm of the Year: Small to Medium Firm

Winner - Silver

Financial Planning Firm of the Year (Large)

£4bn+

assets under management

20

years working with clients

200+

employees

98%

client retention rate

£4bn+

assets under management

20

years working with clients

200+

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.

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