Our Select offering…

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Winner

Best Financial Advisers to Work For

Finalist

Investment Performance

Finalist

Best Medium Firm

Finalist

Investment Performance: Cautious Portfolios

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)

Finalist

Best Client Engagement (Advisers)

Finalist

Adviser Firm of the Year: South West & Wales

Finalist

Financial Adviser of the Year: Small to Medium Firm

Finalist

Client Relationships Award

Finalist

Small to Medium Wealth Management Firm of the Year

Winner

Best Financial Advisers to Work For

Finalist

Financial Advisory Firm of the Year

Finalist

Adviser Firm of the Year

Finalist

Client Relationships Award

Winner

Financial Services, Banking and Insurance Firm of the Year

Finalist

Small to Medium Wealth Management Firm of the Year

Finalist

Investment Performance Cautious Portfolios

Winner

Investment Performance Cautious Portfolios

Finalist

Investment Performance Defensive Portfolios

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance

Finalist

Best Medium Firm

Finalist

Investment Performance: Cautious Portfolios

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)

Finalist

Best Client Engagement (Advisers)

Finalist

Adviser Firm of the Year: South West & Wales

Finalist

Financial Adviser of the Year: Small to Medium Firm

Finalist

Client Relationships Award

Finalist

Small to Medium Wealth Management Firm of the Year

Winner

Best Financial Advisers to Work For

Finalist

Financial Advisory Firm of the Year

Finalist

Adviser Firm of the Year

Finalist

Client Relationships Award

Winner

Financial Services, Banking and Insurance Firm of the Year

Finalist

Small to Medium Wealth Management Firm of the Year

Finalist

Investment Performance Cautious Portfolios

Winner

Investment Performance Cautious Portfolios

Finalist

Investment Performance Defensive Portfolios

Winner

Best Financial Advisers to Work For

Finalist

Investment Performance

Finalist

Best Medium Firm

Finalist

Investment Performance: Cautious Portfolios

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)

Finalist

Best Client Engagement (Advisers)

Finalist

Adviser Firm of the Year: South West & Wales

Finalist

Financial Adviser of the Year: Small to Medium Firm

Finalist

Client Relationships Award

Finalist

Small to Medium Wealth Management Firm of the Year

Winner

Best Financial Advisers to Work For

Finalist

Financial Advisory Firm of the Year

Finalist

Adviser Firm of the Year

Finalist

Client Relationships Award

Winner

Financial Services, Banking and Insurance Firm of the Year

Finalist

Small to Medium Wealth Management Firm of the Year

Finalist

Investment Performance Cautious Portfolios

Winner

Investment Performance Cautious Portfolios

Finalist

Investment Performance Defensive Portfolios

Frequently asked questions...

Saltus started life as an investment management firm in 2004 to bring institutional calibre fund management to UK private clients. Yet, over the years, we realised that providing high-quality investment management is just one of the ways we can help clients achieve their aspirations. Saltus Financial Planning was launched in 2015 with the aim of being an industry leader in providing financial advice, so our clients can rest assured their money is being looked after by experts.

For our clients, having a trusting relationship with their Saltus team, and the knowledge that they are in award-winning hands, gives them peace of mind and the space to focus on the things that matter to them. We understand our clients’ life goals and help you take the necessary steps to achieve them.

Saltus currently has £3.5bn+ of assets under management, of which £1.8bn+ is invested directly on the Saltus Platform. We have been working with clients for over 19 years and have 40+ advisers and investment managers and over 200 employees.

Following a strategic review, Brown Shipley have decided to cease providing services to clients below £400k of AUM. Brown Shipley have partnered with Saltus to find a new homes for these clients, and Saltus will be arranging to issue direct offers to clients to provide you with financial planning and investment services.

You will receive a personalised pack via DocuSign which will outline the proposed transfer, benefits, costs and action required. We will also point out any risks or potential disadvantages to enable you to make an informed decision. Once you have completed and submitted the DocuSign, Saltus will liaise with Brown Shipley to transfer your assets to the Saltus Platform.

  • Award winning investment management
  • Access to Chartered financial planning expertise
  • Client portal app where you can view your investments in real time and access key documents
  • A dedicated Saltus contact person
These will be detailed  in your personalised offer:
  • The value of investments, and the income from them, can fall as well as rise and it may not be possible to get back the full amount invested.
  • Past performance is not a guide to future performance.
  • Your portfolio will provide instant access at any time with no penalty, but you should be aware that your investments could at times be less than the value transferred.
  • Once the transfer process to the Saltus Platform begins there will be period when you are unable to access your investments and for cash transfers your portfolio is no longer invested or is ‘out of the market’. This may work in your favour if the market falls but if it rises you will not benefit from any growth while you hold cash.
Your investments will be moved from Brown Shipley to Saltus by cash transfer. There is a ‘transit’ period between providers, a time when you do not have access to the portfolio or its value. A cash transfer typically takes up to 3 weeks.

If you are getting paid on the 1st of the month, for instance, we will wait for the income payment to be made and then instruct the cash transfer on the 2nd, giving us as much time as possible to get the transfer across and for everything to be put in place for the next month’s income to be paid without any discontinuity. Broadly speaking, a cash transfer takes about 2-3 weeks so this approach is generally very robust. If the transfer takes longer and your income payment has not gone through, we will contact you to discuss the best solution.

You should expect to receive an email confirming when the transfer of your investments is complete followed by an invite to access your Saltus investment account. A member of our team will be in touch in due course to go through our onboarding process.

Absolutely! Saltus Asset Management was set up in 2004 to bring institutional standards to the UK private client world. The investment team is experienced in managing portfolios in a wide range of market environments and has an award-winning track record, along with 100 years of combined experience. We believe that a DFM service:
  1. allows for greater speed and flexibility in adapting your portfolio to take advantage of changing market circumstances.
  2. allows for more flexibility in adapting your portfolio to changes in the cost, investment objective or governance of the underlying positions held in your portfolio, ensuring they remain optimal for your needs.
  3. continuously searches for new and innovative investment strategies, incorporating them as appropriate in your portfolio.
  4. can monitor and adapt to variations in the effectiveness of investment strategies through an economic cycle as they arise.

If you have any questions please feel free to email [email protected] or contact us on 0207 292 7171.

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