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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
£7.5bn+
assets under advice
20
years working with clients
300+
employees
98%
client retention rate
£7.5bn+
assets under advice
20
years working with clients
300+
employees
98%
client retention rate
Located in the centre of Bristol, our advisers offer tailored financial advice to the surrounding communities. Our Bristol wealth management team take the time to really listen and understand your life goals, so we can create a financial plan that fits your needs.
Whether you’re planning for the future or navigating your current finances, our Bristol-based financial advisers are here to help ease the stress and bring confidence to managing your money.
"At our Bristol office, our experienced wealth management team brings years of expertise to help you navigate the intricacies of financial planning. Our focus is on building strong relationships and delivering tailored advice that aligns with your vision for the future."
Dan Hiles, Chartered Financial Planner and Partner, based in Bristol
"Our financial advisers in Bristol focus on understanding your personal goals. We collaborate to create strategies that help you manage your finances effectively."
Damien Rylett, Chartered Financial Planner and Partner, based in Bristol
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
If you are arriving by car, there are NCP car parks in the area which are only a short walk from the office.
Here are a few car parks you could use:
Please ensure that you pay on entry/exit.
There is additional on-street pay and display parking opposite the office, however these spaces are usually occupied.
If you are arriving by train, Bristol Temple Meads is a 13 minute walk to the office. Please refer to the map for directions.
Taxis are available at the taxi rank outside Bristol Temple Meads station. We have also provided numbers for local taxis below:
Alternatively, there are services such as Uber, Bolt or SWOOP available.
When you arrive, please press the buzzer and reception will let you in. Let them know you are here to see Saltus, and they will let our team know you have arrived.
Please make your way up to the 5th floor, where our office is located, and one of our lovely Bristol team members will be there to greet you.
To note, our floor is occupied by some fluffy friends. If you are allergic to dogs or have any personal reservations about this, please make us aware before your visit. Please be aware that we share our building/floor with other offices.
There is a disabled parking space in our underground car park, you can find the entrance next to our building. Additionally, there are disabled parking spaces located in the above NCP car parks.
There are also lifts in the building, and an accessible toilet which can be found on the 5th floor near our office. Please contact our team in advance if you require any assistance.
Unconstrained, multi-asset class investors with an award winning track record...
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
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
Winner
Top 100 Fund Selectors 2024
Winner
Best Places to Work 2024
Winner
Best Financial Advisers to Work For
Finalist
Investment Performance
£7.5bn+
assets under advice
20
years working with clients
300+
employees
98%
client retention rate
£7.5bn+
assets under advice
20
years working with clients
300+
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)