Media
Advies joins Saltus Partnership Programme
30 October 2023
London-based financial advisory firm Advies has become the latest partner to join the Saltus Partnership Programme. The Saltus Partnership Programme was launched in August, by UK wealth management firm Saltus, to provide a wide range of flexible support and advice to independent financial planning businesses looking to grow, maximise profitability or considering succession. Advies – […]
Saltus launches Partnership Programme to provide tailored support for financial planning firms looking to maximise value
12 September 2023
Saltus has launched a landmark new business unit that will partner with financial planning businesses to maximise their value, whether that is driving performance and growth or considering options for selling. The Saltus Partnership Programme will work with ambitious firms to address the biggest challenges throughout their lifecycle – from scaling their businesses to eventual […]
Saltus appoints Kathryn Kendall as Chief People Officer
8 February 2023
Wealth management firm Saltus has appointed Kathryn Kendall as Chief People Officer to attract and retain the talent needed to realise its ambitious growth plans. In 2022, the firm – which employs more than 200 people and manages client assets of more than £3.1.bn – acquired London-based Higgins Fairbairn Advisory LLP (HFA), and wealth management […]
Saltus Financial Planning achieves corporate Chartered status
18 November 2022
Saltus Financial Planning has achieved corporate Chartered status from the Chartered Insurance Institute. Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values. These commitments include putting customers’ interests first, investing in ongoing development of their people’s technical skills and knowledge, plus supporting wider initiatives that benefit […]
Saltus attracts investment from Preservation Capital Partners
1 August 2022
Saltus Group has secured a significant investment from Preservation Capital Partners (PCP) to support its goal to be the leading vertically integrated High Net-Worth (HNW) wealth management firm in the UK. It is expected that post completion PCP will hold a majority stake, alongside management and the existing long term shareholder base of high net […]
Saltus acquires Higgins Fairbairn Advisory LLP to enhance London financial planning offering and support long term growth aspirations
1 July 2022
HFA was carefully chosen due to its well established and respected London presence which will enhance Saltus’ offering in the capital. The acquisition also supports Saltus’ longer-term strategy to acquire established owner-managed firms that share its client-centric, goal-based financial planning approach. The deal is the third acquisition in less than a year for Saltus – […]
Saltus acquires NSL Wealth and strengthens growth ambitions
8 April 2022
Saltus Group has acquired 23-year-old wealth management firm NSL Wealth as part of its long-term growth strategy. Saltus has known the team at NSL Wealth for more than 10 years, and the deal marks its second acquisition in the past six months. In September 2021, Saltus – which employs more than 90 people and manages […]
Saltus appoints new Managing Director of Financial Planning to support continued growth
20 February 2022
Alex has more than 20 years’ experience in wealth management and financial planning and will use his extensive knowledge and passion for positive customer outcomes to enhance client experience and take Saltus to Chartered status. Alex started his career as a paraplanner at Mitchell & Company and is a Chartered Wealth Manager, Chartered and Certified […]
Saltus marathon walk raises over £15k for Tall Ships Youth Trust
15 November 2021
Over 30 staff walked more than 600 miles, combined, through the New Forest to raise funds for the Portsmouth-based charity that helps young people expand their horizons through life-changing adventures at sea. Tall Ships Youth Trust takes young people, aged 12-25, from disadvantaged backgrounds on residential youth sailing voyages, where they learn lessons that set […]
Saltus acquires Fish Financial to expand financial planning capability
2 September 2021
We are delighted to announce that Saltus has acquired Fish Financial as part of its long-term growth strategy identifying established owner-managed firms that share its client-centric approach to wealth and investment management.
Private school fees are rising — meet the parents scrimping to pay
3 September 2023
The Sunday Times
I’m 70 and have just received a £200k inheritance: Should I save or invest it?
1 August 2023
This Is Money
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