Business Details
22 Years
experience
Trusted Financial Advisers in London
Saltus has been delivering tailored financial advisory services for over two decades, combining institutional-grade expertise with a client-centric approach. Our team of specialists works closely with individuals and institutions to create bespoke wealth management strategies, focusing on pensions, tax efficiency, and long-term financial security. With a track record of 21 years and 9.4bn+ in assets under advice, we prioritise risk-adjusted returns and client satisfaction. Our proprietary technology platform enables transparent portfolio management, while our Chartered Financial Planning status underscores our commitment to excellence. We serve clients across the UK from multiple regional offices, offering services ranging from retirement planning to sustainable investing.Our 97% client retention rate reflects our ability to build enduring relationships through consistent performance and proactive communication. Recognised as a top 100 financial adviser, we blend boutique service with the robustness of institutional frameworks. Our investment philosophy centres on diversification, manager selection, and active risk management to align with individual client objectives. We maintain rigorous security protocols to protect client assets and data, ensuring compliance with regulatory standards. Through regular market insights and educational resources, we empower clients to make informed financial decisions.
Services
Wealth Management
Financial Planning
Investment Management
Pension Planning
Tax Efficiency
Estate Planning
Sustainable Investing
Portfolio Construction
Risk Management
Client Education
Details
- Year established: 2004
Highlights and features
- 21 years of experience in wealth management with 9.4bn+ assets under advice
- 97% client retention rate through personalised service
- Chartered Financial Planning status demonstrating industry excellence
- Award-winning investment strategies with risk-adjusted return focus
- Proprietary technology platform for transparent portfolio management
Associations and certifications
- Financial Conduct Authority
What people say
Comfortable future
Immediate sense of relief
Personal touch
Unique offering
Tailored guidance
Services
Wealth Management
Our wealth management service combines financial planning with investment expertise to create tailored strategies for high-net-worth individuals. We focus on risk-adjusted returns through diversified portfolios spanning active, passive, and sustainable strategies. With 9.4bn+ in assets under advice, our approach aligns with client objectives while maintaining rigorous risk controls.
Financial Planning
We develop comprehensive financial plans addressing pensions, tax efficiency, and life events through cashflow modelling and tax optimisation techniques. Our planners work closely with clients to consolidate wealth, protect assets, and implement tax-efficient structures tailored to individual circumstances.
Investment Management
Our investment team employs unconstrained multi-asset strategies with explicit risk controls, selecting managers based on skill rather than market exposure. With particular expertise in private equity and alternative investments, we deliver institutional-grade solutions adapted for private clients seeking long-term capital growth.
Pension Planning
Specialist pension services focus on retirement income optimisation and tax-efficient withdrawals. We help clients consolidate pension pots, navigate complex tax rules, and implement strategies to ensure sustainable income throughout retirement while maintaining portfolio growth potential.
Sustainable Investing
We integrate environmental, social, and governance (ESG) factors into investment decisions without compromising returns. Our sustainable strategies allow clients to align portfolios with personal values while maintaining diversified exposure across global markets through carefully selected funds.
People
Adam Long
Managing Director
Adam leads Saltus Asset Management with over 20 years' experience in institutional investment strategies adapted for private clients. He specialises in portfolio construction and risk management frameworks.
Andy Cawker
Chairman
As board chairman, Andy oversees strategic direction with extensive financial services experience spanning advisory and asset management divisions across Saltus' expanding operations.
Charles Ambler
Co-Chief Investment Officer
Charles co-heads investment strategy, focusing on manager selection and portfolio diversification techniques that have contributed to Saltus' award-winning performance across multiple asset classes.
David Cooke
Co-Chief Investment Officer
David brings deep expertise in alternative investments and risk-adjusted return frameworks, playing key roles in developing Saltus' proprietary investment processes and manager evaluation systems.
Joshua Biele
Investment Analyst
Joshua contributes to portfolio research and market analysis, supporting the investment team's decision-making with data-driven insights into emerging trends and asset allocation opportunities.
Questions
What services does Saltus offer?
We provide wealth management, financial planning, investment management, pension optimisation, tax efficiency strategies, and sustainable investing solutions for high-net-worth individuals and institutions.
Who are Saltus' typical clients?
We work with individuals holding £250,000+ in investable assets, including pensions and tax-advantaged accounts, as well as institutional clients requiring sophisticated wealth management solutions.
How does Saltus approach investment management?
Our strategy combines active risk management, unconstrained multi-asset portfolios, and rigorous manager selection focused on skill-based returns rather than market exposure.
What makes Saltus different from other advisers?
We blend institutional-grade investment expertise with personal service, supported by proprietary technology and a 97% client retention rate demonstrating exceptional client satisfaction.
How can I access Saltus' services?
Contact our London office at 3-5 Rathbone Place or through regional locations nationwide. Our team will match you with an appropriate adviser based on your specific needs.
What qualifications do Saltus advisers hold?
Our team includes Chartered Financial Planners and investment professionals with decades of combined experience, regulated by the Financial Conduct Authority.
