Business Details
22 Years
experience
Trusted Wealth Management Services in Whiteley
Established in 2004, Saltus Partners LLP provides comprehensive wealth management services to high-net-worth individuals and institutions. Our Chartered financial planning firm combines technical excellence with personalized strategies to address pensions, tax optimization, asset protection, and intergenerational wealth transfer. With a team of award-winning investment professionals, we deliver institutional-calibre fund management and bespoke portfolio solutions. Our proprietary Wealth Index offers clients unique insights into their financial positioning and growth potential. Backed by multiple industry accolades, including Best Wealth Manager and Top 100 Financial Advisers recognition, we maintain a client-centric approach that prioritizes long-term financial security.Our integrated technology platform enables seamless access to financial planning tools and real-time portfolio monitoring. Saltus Asset Management, our dedicated investment arm, specializes in risk-controlled, multi-asset strategies with a focus on sustainable investing. We serve clients with investable assets of 250,000+ through offices across the UK, including locations in London, Bath, and our headquarters in Whiteley. Our commitment to professional development ensures clients benefit from continuously evolving expertise in tax legislation, retirement planning, and market dynamics. This combination of technical proficiency, technological innovation, and personalized service establishes Saltus as a trusted partner in wealth management.
Services
Financial Planning
Investment Management
Pensions Advice
Tax Optimization
Wealth Protection
Succession Planning
Sustainable Investing
Portfolio Management
Retirement Planning
Asset Consolidation
Details
- Year established: 2004
Highlights and features
- Chartered status demonstrating highest technical standards
- Award-winning investment management track record since 2004
- Personalized financial planning for complex wealth scenarios
- Institutional-calibre fund management accessible to private clients
- Integrated technology platform for transparent portfolio monitoring
Associations and certifications
- Chartered Financial Planning Firm
What people say
Award-winning track record
Chartered status recognition
Institutional-calibre services
Personalized financial strategies
Risk-controlled investments
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies for high-net-worth individuals and institutions. We address pension optimization, tax reduction, asset protection, and intergenerational wealth transfer through personalized roadmaps. With Chartered status recognition, our planners combine technical expertise with client-focused solutions to navigate complex financial landscapes and achieve long-term objectives.
Investment Management
Saltus Asset Management delivers institutional-calibre investment solutions with a focus on risk-controlled, multi-asset strategies. Our award-winning team employs explicit risk management techniques and wide diversification to generate consistent, skill-based returns. Clients benefit from access to alternative investments typically unavailable in the UK marketplace through our proprietary platform.
Wealth Protection
We specialize in safeguarding client assets through strategic wealth protection frameworks. Our approach combines insurance solutions, tax wrappers, and legal structures to mitigate risks while maintaining growth potential. This service integrates with broader financial planning to ensure wealth preservation across market cycles and generational transitions.
Sustainable Investing
Our sustainable investing service incorporates environmental, social, and governance (ESG) factors into portfolio construction without compromising returns. We offer tailored solutions that align financial objectives with ethical considerations, leveraging our expertise in responsible investment strategies and impact measurement frameworks.
Succession Planning
We develop comprehensive succession strategies to ensure smooth wealth transfer between generations. Our approach addresses tax efficiency, legal structures, and family dynamics through collaborative planning with legal and tax professionals. This service ensures clients' financial legacies are preserved and distributed according to their intentions.
People
Adam Long
Managing Director of Saltus Asset Management
Adam leads Saltus Asset Management with extensive experience in institutional investment strategies. He specializes in portfolio construction and risk management, bringing institutional expertise to private clients.
Andy Cawker
Chairman of Saltus Partners LLP
Andy serves as Chairman with deep expertise in financial services governance. He oversees strategic direction while maintaining focus on client-centric service standards across the organization.
Charles Ambler
Co-Chief Investment Officer
Charles co-leads investment strategy with specialist knowledge in alternative assets. His market insights help shape Saltus' award-winning approach to portfolio management and risk-adjusted returns.
David Cooke
Co-Chief Investment Officer
David brings decades of investment experience to portfolio management. He focuses on sustainable strategies and manager selection, ensuring alignment with client objectives and market opportunities.
Tom Harrison
Investment Analyst
Tom contributes analytical expertise to investment decision-making. His research supports the team's understanding of market trends and emerging opportunities in private equity and alternatives.
Questions
What services does Saltus offer?
We provide financial planning, investment management, pensions advice, tax optimization, wealth protection, and succession planning for high-net-worth clients.
Who are Saltus' typical clients?
We work with individuals and institutions holding £250,000+ in investable assets, including pensions, ISAs, and other tax-efficient wrappers.
How does Saltus approach investment management?
Our investment team uses explicit risk controls, wide diversification, and manager selection expertise to generate consistent, skill-based returns across market cycles.
What fees does Saltus charge?
Fee structures vary by service. Contact our team directly for detailed information about specific investment or planning fees.
What awards has Saltus won?
We've received multiple awards including Best Wealth Manager, Top 100 Financial Advisers, and Best Places to Work recognitions from industry authorities.
Reviews (6)
Ian Willson
Sep 16, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
The Lowes team has looked after our financial health for over 25 years. Throughout this period, an advisor has been on hand to help and give sound advice; there is always a real person at the end of the phone! Long may the good work continue!
The Lowes team has looked after our financial health for over 25 years. Throughout this period, an advisor has been on hand to help and give sound advice; there is always a real person at the end of the phone! Long may the good work continue!
Pete F.
Sep 06, 2021
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Positive:Professionalism,Quality,Responsiveness
Very pleased with the overall experience of dealing with Lowes. A knowledgeable and professional advisor has guided us through broader family financial matters.
Very pleased with the overall experience of dealing with Lowes. A knowledgeable and professional advisor has guided us through broader family financial matters.
Karen Ross
Sep 06, 2021
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Positive:Professionalism
I asked Lowes to carry out a full financial review to ascertain whether I could retire without a drop in living standards, They were very thorough and I took their advice and retired early - best thing I ever did!
I asked Lowes to carry out a full financial review to ascertain whether I could retire without a drop in living standards, They were very thorough and I took their advice and retired early - best thing I ever did!
Robert Avery
Sep 06, 2021
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Positive:Professionalism
I have dealt with this company for over 20 years and they have always been very professional and easy to contact. I rate their customer service to be extremely efficient and I particularly rate the advice I have received regarding the purchase of financial products and structured products.
I have dealt with this company for over 20 years and they have always been very professional and easy to contact. I rate their customer service to be extremely efficient and I particularly rate the advice I have received regarding the purchase of financial products and structured products.
Gordon Berry
Dec 18, 2020
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I have been using Lowes Financial Management since approximately 1995. I like the very personal service which they provide and have found them to be responsive and careful to understand my attitude to risk and have advised me accordingly. I have particularly benefitted from their advice and expertise regarding structured products and have invested in many that they have recommended - which have produced returns with which I have been very satisfied. I would have no hesitation in recommending Lowes for very caring and competent financial advice.
Ron Fallows
Nov 16, 2020
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I've been impressed with Lowes since attending an investment seminar some three or four years ago. The presentation from Ian Lowes was first class and prompted me to invest in structured products for the first time and to meet Daniel, one of their advisors. Although I'm familiar with investments and inheritance tax from my former employment my wife isn't and she will need someone to turn to when I'm no longer around. Someone she can trust. I am happy for Lowes to satisfy this need. Incidentally the structured products recommended by Lowes have proved to be a good investment, so long as one understands
