saltus financial planning

our financial planners will support you in the complexities of pensions and tax planning, while our investment management team can provide institutional calibre fund management in order to achieve optimal risk adjusted returns. our planners work in partnership with our clients to help them understand how to make the most out of their money, reduce their tax burden and avoid any pitfalls along the way. once we’ve created your bespoke financial plan together, we then recommend an investment solution to deliver it.

we provide holistic wealth management services to our clients so we also source insurance when needed and can deploy any tax wrapper that’s required on our own in-house platform. the team offers a high calibre institutional service and also provides a unique opportunity for private clients to access an investment style that is typically unavailable in the uk marketplace. it’s an award-winning approach that is designed to first and foremost achieve our clients’ objectives.

wealth manager the saltus group has bought farnham-based fish financial as part of its long-term growth strategy to expand its financial planning arm. as part of the deal, all fish financial staff will move over to saltus, while managing director ian colley, director mark turnbull, and chairman stephen mcmillan will become partners in the saltus group. saltus said this purchase was part of its strategy to identify established owner-managed firms that share its approach to wealth and investment management. we were introduced independently by two separate parties who recognised that we were a few years ahead on the journey fish wished to embark upon from a technology and proposition perspective.

“i’m hugely excited about what the enhanced saltus business can deliver in the coming years with fish as a key part of that.” established as an investment management business in 2004 before launching saltus financial planning in 2015, the saltus group employs more than 90 people and manages more than £2bn in assets. fish said the opportunity to become a part of the saltus group presented itself when it investigated how it could enhance its clients’ experience and service through investment in technology. the business ian and mark have built over recent years is one of the best at what it does anywhere in the country and adding that into the wider saltus offering is hugely exciting for everyone involved. the financial times and its journalism are subject to a self-regulation regime under the ft editorial code of practice: www.ft.com/editorialcode © the financial times ltd 2022 “ft”, “financial times” and “ftadviser” are trademarks of the financial times limited and their associated companies.

at saltus, we provide a range of wealth management services to individuals and institutions. our financial planners will support you in the complexities of saltus is an independently owned financial planning and investment management company. we offer a complete solution to private clients and act as a trusted saltus partners llp operates as an investment management company. the company offers financial planning, portfolio management, and advisory services., saltus login, saltus login, saltus wealth index, saltus reviews, saltus london.

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