Pensions

How can Saltus help?

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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 help clients consolidate their assets on a regular basis into one straightforward plan so that they can understand your financial position with ease.

There are several potential risks to be aware of with any consolidation, such as the loss of valuable guarantees or protected higher tax-free cash percentages. Our expert planners will take care to carry out a full assessment of your assets to ensure these aren’t overlooked.

Our financial planning services can help you achieve your goals in life, whether it’s organising your financial affairs or planning for a comfortable retirement…

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