Business Details
22 Years
experience
Your Trusted Partner for Wealth Management Solutions
Pilgrim Financial Planning is a leading wealth management firm dedicated to improving clients' relationships with their wealth. Established in 2004, we provide tailored financial planning and investment management services to high-net-worth individuals, families, and institutions. Our mission is to empower clients through strategic planning, tax-efficient solutions, and institutional-calibre fund management. With a team of Chartered financial planners and award-winning investment professionals, we combine technical expertise with a client-centric approach to deliver risk-adjusted returns and long-term financial security.Our services encompass pensions, retirement planning, wealth consolidation, asset protection, and intergenerational wealth transfer. Recognised as a top-tier advisory firm, we have received multiple industry accolades for our performance, client engagement, and workplace culture. Our proprietary technology platform enhances accessibility and transparency, ensuring clients remain informed and engaged. Pilgrim Financial Planning operates under rigorous regulatory oversight, maintaining the highest standards of professionalism and ethical conduct.
Services
Financial Planning
Investment Management
Tax Planning
Wealth Consolidation
Asset Protection
Retirement Planning
Pension Management
Sustainable Investing
Wealth Index Analysis
Succession Planning
Details
- Year established: 2004
Highlights and features
- Award-winning financial advisory services with multiple industry accolades
- Chartered financial planning firm with rigorous technical standards
- Institutional-calibre investment management for private clients
- Decades of combined experience serving high-net-worth individuals
- Proprietary technology platform enhancing client accessibility and transparency
Associations and certifications
- Chartered Financial Planning Firm
Services
Financial Planning
Our financial planning service creates comprehensive strategies to optimise your financial future. We analyse pensions, tax positions, and investment portfolios to develop bespoke plans addressing retirement, tax efficiency, and wealth preservation. With Chartered advisors combining technical expertise and personal insight, we ensure your financial resources align with life goals while maintaining regulatory compliance and transparency.
Investment Management
Saltus Asset Management delivers institutional-grade investment solutions tailored for private clients. Our unconstrained approach selects skilled managers across global markets, focusing on risk-adjusted returns through diversified portfolios. With explicit risk controls and sustainable investing options, we provide access to strategies typically unavailable in the UK marketplace, supported by a 20-year track record of award-winning performance.
Tax Planning
We specialise in reducing tax liabilities through strategic planning across pensions, ISAs, and investment vehicles. Our experts identify legitimate opportunities to minimise tax burdens while maintaining compliance, focusing on long-term wealth retention. Services include inheritance tax mitigation, capital gains optimisation, and tax-wrapper utilisation through our proprietary platform.
Wealth Consolidation
Our wealth consolidation service streamlines complex financial holdings into cohesive strategies. We integrate pensions, property, and investment portfolios to create unified wealth management frameworks. This approach enhances oversight, reduces administrative burdens, and improves investment efficiency while maintaining appropriate risk parameters and regulatory compliance.
Succession Planning
We develop comprehensive succession strategies to ensure smooth intergenerational wealth transfer. Our specialists address legal, tax, and family dynamics to protect assets while respecting client intentions. Services include trust structures, business succession frameworks, and philanthropy planning, combining technical precision with sensitive client communication.
People
Adam Long
Managing Director of Saltus Asset Management
With extensive experience in institutional investment management, Adam leads Saltus Asset Management's team, delivering award-winning strategies that combine rigorous risk control with manager selection expertise.
Andy Cawker
Chairman of Pilgrim Financial Planning LLP
As board chairman, Andy provides strategic leadership across Pilgrim Financial Planning' divisions, leveraging decades of financial services experience to maintain the firm's commitment to excellence and client-centric values.
Charles Ambler
Co-Chief Investment Officer
Charles oversees investment strategy alongside David Cooke, bringing deep expertise in alternative investments and sustainable finance to create diversified portfolios for institutional and private clients.
David Cooke
Co-Chief Investment Officer
As co-head of investments, David focuses on manager selection and portfolio construction, applying quantitative risk analysis to deliver consistent, skill-driven returns across global markets.
Tom Harrison
Investment Analyst
Tom contributes to portfolio management and market analysis, supporting the investment team with research into emerging trends and manager performance evaluation.
Questions
What services does Saltus Partners offer?
We provide financial planning, investment management, tax optimisation, pension management, and wealth succession services for high-net-worth clients.
Do you work with individual investors?
Yes, we serve individuals with £250,000+ investable assets, offering tailored solutions for retirement planning and wealth preservation.
What is your investment approach?
Our investment team employs risk-controlled, unconstrained strategies with a focus on manager skill and sustainable investing principles.
Are you regulated by financial authorities?
Saltus Partners LLP is authorised and regulated by the Financial Conduct Authority (FCA) under reference number OC308328.
Reviews (2)
Debra Matthews
May 24, 2021
Report
Fantastic service. Help and advice at every need. Friendly professional and extremely worth having proper and honest advice.
T. Biz
Aug 12, 2013
Report
A very approachable and knowledgeable Financial Advisers - Highly recommended.
Pilgrims Financial Planning recently reviewed our pension and ISA investments. We had been with a much very large Financial Planning company who looked after our portfolios. The very nature of larger companies seems to be that the advisers are driven by targets and as a consequence we felt that our individual needs were not being met.
Pilgrim Financial Planning were asked to review our current portfolio. This was completed with diligence. The report and their advice was considerably more personal to match our needs
Pilgrims Financial Planning recently reviewed our pension and ISA investments. We had been with a much very large Financial Planning company who looked after our portfolios. The very nature of larger companies seems to be that the advisers are driven by targets and as a consequence we felt that our individual needs were not being met.
Pilgrim Financial Planning were asked to review our current portfolio. This was completed with diligence. The report and their advice was considerably more personal to match our needs
